GROUP LEADER-R&D - Financial Planning and Analysis /Finance

Southwest Research Institute; San Antonio (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Southwest Research Institute in San Antonio, Texas, seeks a Group Leader-R&D for Financial Planning and Analysis. This role involves leading a team responsible for financial tracking, project management support, and ensuring compliance with government regulations. Candidates should possess a Bachelor's or Master's degree in Finance or a related field, along with substantial experience in financial management and analysis. PMP certification is preferred. The position requires U.S. citizenship due to security clearance requirements.

Qualifications

• Requires 5 years of experience in financial tracking, data analysis, and interpreting financial metrics.
• 5 years of experience in contract management and procurement.
• PMP certification preferred.

Responsibilities

• Lead a high-performing team responsible for financial tracking and reporting.
• Provide accurate financial analysis and compliance oversight.
• Supervise project record keeping and reporting tools.

Skills

Financial tracking

Data analysis

Project management

Contract management

Leadership

Education

Bachelor's or Master's degree in Finance, Accounting, Project Management or similar

Tools

Power BI

SSRS

Job description

GROUP LEADER-R&D - Financial Planning and Analysis /Finance

11-00940

Who We Are:

We are R&D problem-solvers providing independent, premier services to government and industry clients; since 1947, we've worked toward the betterment of humankind, pushing the boundaries of science and technology to develop solutions.

Objectives of this Role:

• Lead and develop a high-performing PSO team responsible for financial tracking, project management support, and contract management support. Drive process improvements in financial data analysis, monitoring, reporting, and program support.
• Provide reliable, timely financial reports.
• Provide routine and ad hoc financial reports and historical financial analysis of project backlog and expenditures.
• Assist with operating statement, financial data system, and other data provided to develop accurate financial forecast
• Provide Project Managers support by interfacing with Division personnel, clients, and other SwRI groups to resolve issues such as invoicing, client data requests, expedited purchases, etc.
• Provide training and guidance on how to financially administer project budgets.
• Ensure the team delivers accurate financial tracking, analysis, forecasting, and contract compliance across all division projects.
• Maintain full compliance with government contracting regulations and requirements.
• Oversee the Division Government Property Administrator, who carries out the daily tasks of tracking Government Furnished Equipment and Property.

Daily and Monthly Responsibilities:

• Supervise financial tracking, data analysis, contract management, and Government Property accounting.
• Guide Project Record Sheets, SwRI Tracker, IOU inputs, resolving invoice issues, project closeouts, labor and non-labor transfers, monthly financial reports, etc.
• Lead delivery of routine and ad hoc financial reports, historical analysis of backlog and expenditures, and timely financial data for client reports.
• Review outputs for accuracy. Guide interpretation of financial trends, metrics, and data. Recommend improvements.
• Develop ad hoc data reports for Division Leadership to support decision making.
• Oversee and make recommendations for the revision and maintenance of the internally developed reporting tools (Power BI, SSRS, etc.).
• Provide recommendations to Division Leadership.
• Organize, review requests for proposals, and attend proposal panel reviews.
• Support schedule and cost estimates.
• Prepare and track required proposal forms. Review of cost proposals to ensure they comply with organizational requirements.
• Oversee contract/subcontract compliance with Federal Acquisition Regulations and procurement processes.
• Supervise the Division’s Government Property tracking process, monthly reports, and audits.
• Ensure compliance with internal business policies and contract requirements.

Requirements:

• Requires a Bachelors or a Masters degree in Finance, Accounting, Project Management, or similar with related experience.
• PMP preferred.
• 5 years: Hands-on experience in financial tracking, data analysis, trend monitoring, and interpreting complex financial metrics.
• 5 years: Experience in contract management, Federal Acquisition Regulations (FAR), procurement, and subcontract administration.
• 5 years: Supervisory or team lead experience.
• 5 years: Experience providing financial reporting and analysis support to Project Managers and executive leadership.
• A valid/clear driver's license is required.

Special Requirements:

Applicant selected will be subject to a government security investigation and must meet eligibility requirements for access to classified information. Applicant must be a U.S. citizen.

Job Locations: San Antonio, Texas

For more information about this division, visit the Applied Power home page.

For benefits information at our San Antonio location, click here .
For benefits information at all other locations, click here .

An Equal Employment Opportunity Employer: race, color, religion, sex, national origin, disability, and veteran status.