Financial Analyst II – Project Intake Analyst

KellyMitchell Group; Roseville (MN); Hybrid; USD 44,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

ESOP

401K offered

Job summary

KellyMitchell is seeking a Financial Analyst II - Project Intake Analyst to support evaluation, coordination, and governance of software and IT-related capital projects. This role reviews intake requests, validates documentation, and ensures accurate financial classification in a hybrid Roseville, Minnesota environment.

The candidate will have a Bachelor's degree and 3+ years in PMO support, IT governance, or related finance operations, with experience in Jira and SharePoint.

Qualifications

• Bachelor's degree or equivalent in a related field.
• 3+ years in project support, PMO, or IT governance.
• Experience evaluating CapEx vs OpEx and project intake.
• Experience reviewing project documentation and coordinating intake.
• Proficiency with Jira and SharePoint.

Responsibilities

• Review and validate project intake requests for completeness and accuracy.
• Coordinate projects through intake, approval, routing, and governance.
• Evaluate software/IT projects for CapEx vs OpEx treatment.
• Review statements of work, costs, and supporting docs.
• Partner with IT, Finance, PMOs and stakeholders for correct classification.
• Maintain records for governance, audit, and reporting.
• Identify opportunities to improve intake processes and efficiency.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Attention to detail

Education

Bachelor's degree in Business Admin / IT / Finance

Tools

Jira

SharePoint

Job description

Job Summary

Our client, a leading energy provider, is seeking a Financial Analyst II - Project Intake Analyst to join their team. This role will support the evaluation, coordination, and governance of software and IT-related capital projects by reviewing intake requests, validating documentation, and ensuring accurate financial classification.

Contract Details

Contract-to-hire opportunity through August 6, 2027. Location: Roseville, Minnesota. Work Model: Hybrid.

Core Responsibilities

• Review and validate project intake requests for completeness, accuracy, and compliance with established policies
• Coordinate projects through intake, approval, routing, and governance processes
• Evaluate software and IT projects to determine appropriate Capital Expenditure (CapEx) versus Operational Expenditure (OpEx) treatment
• Review Statements of Work, project deliverables, costs, and supporting documentation
• Partner with IT, Finance, Project Managers, and business stakeholders to ensure accurate project classification
• Maintain records and supporting documentation for governance, audit, and reporting purposes
• Identify opportunities to improve project intake processes, workflows, and operational efficiency

Required Skills/Experience (Must-Haves)

• Bachelor's degree in Business Administration, Information Technology, Finance, or a related field, or an equivalent combination of education and experience
• 3+ years of experience in project support, project coordination, business analysis, PMO support, IT governance, finance operations, or a related function
• Experience supporting software and/or hardware IT projects
• Understanding of CapEx versus OpEx principles and financial governance practices
• Experience reviewing project documentation and coordinating project intake activities
• Proficiency with Jira, SharePoint, and related collaboration tools
• Strong analytical, organizational, problem-solving, and communication skills with excellent attention to detail

Preferred Skills/Experience (Nice-to-Haves)

• Experience with fixed assets, capital project management, or capital project budgeting
• Knowledge of software capitalization policies and related governance standards
• Experience working within a project intake, portfolio management, or PMO organization
• Experience supporting audit, compliance, or financial reporting activities
• Familiarity with automation or AI-enabled tools used to improve business processes
• Knowledge of software implementation practices and the IT project lifecycle
• Experience supporting continuous improvement initiatives

Key Competencies & Behaviors

• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong attention to detail and commitment to maintaining accurate documentation
• Clear written and verbal communication with technical and non-technical stakeholders
• Collaborative approach to cross-functional problem-solving and knowledge sharing
• Ability to work independently and take ownership of assigned responsibilities

Work Environment

Location: Roseville, Minnesota. Work Model: Hybrid. Schedule: Onsite Tuesday through Thursday and remote Monday and Friday.

Compensation & Benefits

Pay Range: The approximate pay range for this position is between $32.00 and $47.00. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.

• Medical, Dental, & Vision Insurance Plans
• Employee-Owned Profit Sharing (ESOP)
• 401K offered

About KellyMitchell

At KellyMitchell, our culture is world class. We're movers and shakers! We don't mind a bit of friendly competition, and we reward hard work with unlimited potential for growth. This is an exciting opportunity to join a company known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT staffing and project solutions challenges. As an employee-owned, women-led organization serving Fortune 500 companies nationwide, we deliver expert service at a moment's notice.