Financial Analyst

TekWissen ®; Irvine (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

TekWissen LLC is seeking an experienced Financial Analyst to support the Commercial BTS organization from Irvine, CA. The role emphasizes planning, control, and reporting of budgets and procurement activities, with SAP, advanced Excel, and Smartsheet as core tools.

Responsibilities include overseeing project portfolios, managing RTB and capital budgets, coordinating with vendors, and delivering accurate financial insights for leadership. A proactive, detail‑oriented team player is essential.

Qualifications

• Proven experience in a finance role (3-5 years).
• Experience supporting Technology and/or business departments.
• Strong Microsoft Office, especially Advanced Excel (Power Queries).
• Experience using SAP is required.
• Experience using Smartsheet.
• Experience with remote teams and vendor resources.
• Excellent verbal and written communication.
• High attention to detail and accuracy.
• Strong collaboration and compliance with policies.

Responsibilities

• Oversee portfolio financial management across projects with forecasts and metrics.
• Monitor budgets: capital plans, RTB, cost centers, and LBE costs.
• Track projects, reconcile cost centers, and manage reconciliations in SAP and Excel.
• Process journal entries, purchase orders, and capitalization requests.
• Monitor spend and phasing to align with budget expectations.
• Prepare management reports for Business & Technology leadership.
• Coordinate with Accounts Payable to resolve vendor issues.
• Support financial forecasting and LBEs within project tools.
• Present financial updates to leadership and assist in process improvements.

Tools

SAP

Smartsheet

Job description

TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. This Client is mission is to discover and deliver innovative medicines and solutions that address complex health issues and enhance people’s lives.

Job Description

Purpose

• We are looking to hire an experienced Financial Analyst to help plan, control, administer, interpret, and report financial management and procurement related requests and assignments to support the Commercial BTS organization.
• The Financial Analyst will have a sharp business mind with good communication and organizational skills coupled with a finance experience/background to help manage our Project Portfolio budget, Run the Business budgets.
• This role will manage the financials processes and procedures to support the Commercial BTS organization.
• Experience with Technology budgets, from both a project and operations perspective, SAP financial management system and advanced Excel skills are required.
• A positive attitude and willingness to learn and grow into the role are key attributes.

Primary Responsibilities/Duties

• Oversee portfolio financial management across projects, providing strategic insights and ensuring accurate forecasts and metrics in partnership with business and finance stakeholders.
• Monitor and manage budget types such as capital plans, functional/run-the-business (RTB), business cost centers, and ongoing LBE costs to support leadership decision-making through financial reporting related to approvals and changes.
• Track approved projects and authorized amounts, reconcile cost centers, and manage project reconciliations across SAP and Microsoft Excel.
• Process journal entry requests, manage purchase orders, and track Fixed Capital Deployment (FCD) extension and capitalization requests.
• Monitor financial spend and phasing to ensure alignment with budget expectations.
• Track capital expense approvals and coordinate with project teams to close projects and initiate capitalization in accordance with agreed timelines.
• Manage procurement activities, including the creation of purchase orders for professional services and software licensing.
• Track and reconcile vendor spend across project and operational funding sources, and prepare management reports for Business and Technology leadership.
• Partner with Accounts Payable to resolve vendor billing issues in a timely manner.
• Manage project resource chargebacks and review internal charges for accuracy.
• Support project and management teams with financial forecasting and latest best estimates (LBE) within project portfolio management tools.
• Proactively communicate financial, budgetary, reporting, and policy matters to team members and stakeholders.
• Facilitate monthly and ad hoc financial review meetings, and guide teams in preparing Requests for Capital Expenditure (RCEs).
• Support reporting activities including development of financial analysis reporting as well as general PowerPoint presentation updates.
• Collaborate with Technology, Business, and Finance partners to improve ways of working and support key organizational initiatives.
• Coordinate with Procurement to ensure Statements of Work (SOW) integrity and compliance with CFM policy, controls, and governance requirements.
• Support Finance teams in preparing materials for capital plan and RTB budgets.
• Participate in financial management optimization initiatives, including process and tool enhancements, pilot programs, and testing.
• Support all other duties assigned.

Planning

• Collaborate with finance to prepare material for planning review.
• Support the preparation of cost center level detail functional budgets.
• Partner with Finance to manage ongoing costs, including post-exec and journal entries.
• Facilitate leadership decision for project approval includes changes to portfolio.
• Support the preparation of monthly LBE for Corporate.
• Work with BTO team leads to develop strategic technology roadmaps, including financial estimates.
• Manage BTO-specific Long Range Planning and Capital Plan processes.

Day-to-Day Support

• Guides teams on preparation of RCEs to ensure standards are being followed.
• Tracking approved projects and authorized amounts.
• Ensures project cost centers are fully swept.
• Project Reconciliation: Clarity, JIRA, SAP, and RCE.
• CIP review for timely project Close outs.
• Facilitate and track Purchase Order Creation and Closing.
• Invoice Tracking with BTO project resources.
• Clear up blocked/parked invoices.
• Help enforce CFM policy, controls/compliance requirement as communicated by finance.
• Generate SAP Shopping Carts for BTO products and services.
• Augment financial training of BTO project resources.
• Manage monthly Variance Accounting Management Process (VAMP) for BTO to review and approve favorability across functional and CapEx budgets.
• Design and implement process improvements to increase accuracy of financial estimates and LBEs.
• Work with finance on monthly presentations to BTO leadership on financial position of functional budget and project portfolio health.

Job Qualifications (Minimum Requirements)

• Proven experience in a finance role (3-5 years).
• Proven experience in a similar role supporting Technology and/or business department.
• 'People person' with ability to quickly build and maintain relationships.
• Strong Microsoft Office including Advanced Excel skills such as Power Queries.
• Experience using SAP is required.
• Experience using Smartsheet.
• Experience working with remote teams and with vendor resources.
• Strong verbal and written communication skills.
• High-level of attention to details and accuracy.
• Follows and in total compliance with organizational and financial procedures and policies.
• Strong collaboration skills, with a demonstrated ability to work well as part of a team.
• Passion and willingness to do attitude.

TekWissen® Group is an equal opportunity employer supporting workforce diversity.