Financial Analyst

Talentify; Roseville (MN); On-site; USD 70,000 - 100,000; Full time

Job summary

Talentify is seeking a Financial Analyst (Project Intake Analyst/Business Analyst) to evaluate and classify software-related capital projects within the Project Intake team. You will ensure policy adherence and support accurate financial reporting and governance of project activities.

You will review project requests, validate SOWs, and determine CapEx vs OpEx classifications, providing documentation for precise financial coding and audit-ready records.

Qualifications

• Bachelor’s degree in Business Administration, Information Technology, or related field.
• 3–5+ years of experience in project coordination, PMO support, business analysis, or finance operations.
• Experience with capital project accounting, fixed assets, or budgeting preferred.
• Strong understanding of CapEx vs OpEx and financial governance principles.

Responsibilities

• Review and validate incoming project requests for completeness, policy alignment, and strategic fit.
• Ensure Statements of Work (SOWs) and supporting documentation meet standards.
• Analyze project scope and costs to determine classification (CapEx vs OpEx).
• Provide documentation and recommendations for accurate financial coding.
• Partner with IT, Finance, and Project Management teams to support intake workflows.
• Communicate findings clearly to both technical and non-technical stakeholders.
• Ensure adherence to internal financial policies and regulatory requirements.
• Maintain documentation for audit and reporting purposes.
• Identify opportunities to streamline intake and classification processes.
• Leverage tools such as JIRA, SharePoint, and Copilot to enhance efficiency.

Skills

Project coordination

PMO support

Finance operations

Capital accounting

CapEx vs OpEx

Financial governance

Stakeholder communication

Analytical thinking

Education

Bachelor's degree

Tools

JIRA

SharePoint

Copilot

Job description

The Financial Analyst (Project Intake Analyst/Business Analyst) plays a key role on the Project Intake team, focusing on the evaluation and classification of software-related capital projects. This position ensures adherence to internal capitalization policies while supporting accurate financial reporting and governance of project activities.

Key Responsibilities

Project Intake & Assessment

• Review and validate incoming project requests for completeness, policy alignment, and strategic fit
• Ensure Statements of Work (SOWs) and supporting documentation meet standards

Capital vs. O&M Analysis

• Analyze project scope and costs to determine appropriate classification (CapEx vs. OpEx)
• Provide documentation and recommendations for accurate financial coding

Stakeholder Collaboration

• Partner with IT, Finance, and Project Management teams to support intake workflows
• Communicate findings clearly to both technical and non-technical stakeholders

Governance & Compliance

• Ensure adherence to internal financial policies and regulatory requirements
• Maintain documentation for audit and reporting purposes

Process Improvement

• Identify opportunities to streamline intake and classification processes
• Leverage tools such as JIRA, SharePoint, and AI (e.g., Copilot) to enhance efficiency

Required Qualifications

• Bachelor’s degree in Business Administration, Information Technology, or related field
• 3–5+ years of experience in project coordination, PMO support, business analysis, or finance operations
• Experience with capital project accounting, fixed assets, or budgeting preferred
• Strong understanding of CapEx vs. OpEx and financial governance principles

Preferred Skills

• Experience with project intake processes (IT/software or hardware projects)
• Proficiency in JIRA and SharePoint
• Strong analytical, problem-solving, and organizational skills
• Excellent communication and collaboration abilities
• Ability to manage multiple priorities in a fast-paced environment