Principal Financial Analyst

Wollborg Michelson Recruiting; Oakland (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Wollborg Michelson Recruiting in the United States is seeking a Principal Financial Analyst to oversee temporary financial operations for real estate, budgeting, procurement, and reporting. You will support the creation of new cost centers, manage contracts and invoices, and ensure accurate financial records across multiple programs.

The role requires strong budgeting, forecasting, and variance analysis skills, with emphasis on maintaining continuity during peak workloads and coordinating with

Qualifications

• Bachelor's degree in business administration, accounting, economics, or a closely related field.
• Experience with budgeting, forecasting, financial analysis, contract administration, procurement, invoicing, and purchase order management.
• Ability to analyze financial data, identify variances, prepare reports, and recommend corrective actions.
• Proficiency with spreadsheet and financial management applications.

Responsibilities

• Manage lease-related financial activities, including voucher payments, lease payment schedules, rent escalations, and contractual adjustments.
• Develop annual operating and capital budget forecasts, revenue projections, expenditure estimates, and multiyear workforce planning analyses.
• Prepare budget-to-actual analyses, spending reports, financial statements, and other management reports.
• Establish and maintain cost centers, project codes, and accounting classifications for major expenditures.
• Analyze contracts, amendments, and change orders to verify alignment with approved budgets.
• Monitor cost variances, evaluate financial impacts, recommend corrective actions, and support cost-control measures.
• Review, reconcile, and process approximately 40 invoices monthly while ensuring accurate coding, contractual compliance, and timely payment.
• Coordinate purchase requisitions, purchase order development and approvals, expenditure monitoring, balance tracking, and spending reconciliation.
• Manage financial activities for permitting programs, including labor estimates, charge codes, invoicing, and timely applicant billing.
• Analyze public agency invoices and prepare financial tracking reports, spreadsheet analyses, and annual reimbursement summaries.
• Process accounts receivable information and accurately record permit-related revenues and reimbursements.
• Respond to billing and payment inquiries from applicants and internal stakeholders and assist with issue resolution.
• Coordinate departmental purchases, maintain financial records, and manage competing priorities across multiple programs.

Skills

Budget planning

Financial forecasting

Contract and cost analysis

Invoices reconciliation

Procurement & PO management

Permitting billing tracking

Spreadsheet reporting

Recordkeeping & compliance

Communication & prioritization

Education

Bachelor's degree in business, accounting, economics, or related field

Tools

Excel

Financial management systems

Job description

Principal Financial Analyst Job Summary

Provides temporary financial oversight and operational support for real estate, property management, permitting, budgeting, procurement, contracts, invoices, and financial reporting during a period of increased workload. Supports the establishment of a new facility cost center and operating budget, manages service contract activity, monitors expenditures, and maintains continuity of financial operations.

Responsibilities

Manage lease-related financial activities, including voucher payments, lease payment schedules, rent escalations, and contractual adjustments. Coordinate timely payment of property assessments and maintain accurate financial records and supporting documentation. Develop annual operating and capital budget forecasts, revenue projections, expenditure estimates, and multiyear workforce planning analyses. Prepare budget-to-actual analyses, spending reports, financial statements, and other management reports. Establish and maintain cost centers, project codes, and accounting classifications for major expenditures. Analyze contracts, amendments, and change orders to verify alignment with approved budgets. Monitor cost variances, evaluate financial impacts, recommend corrective actions, and support cost-control measures. Review, reconcile, and process approximately 40 invoices monthly while ensuring accurate coding, contractual compliance, and timely payment. Coordinate purchase requisitions, purchase order development and approvals, expenditure monitoring, balance tracking, and spending reconciliation. Manage financial activities for permitting programs, including labor estimates, charge codes, invoicing, and timely applicant billing. Analyze public agency invoices and prepare financial tracking reports, spreadsheet analyses, and annual reimbursement summaries. Process accounts receivable information and accurately record permit-related revenues and reimbursements. Respond to billing and payment inquiries from applicants and internal stakeholders and assist with issue resolution. Coordinate departmental purchases, maintain financial records, and manage competing priorities across multiple programs.

Requirements

Bachelor s degree in business administration, accounting, economics, or a closely related field from an accredited college or university. Experience with budgeting, forecasting, financial analysis, contract administration, procurement, invoicing, and purchase order management. Ability to analyze financial data, identify variances, prepare reports, and recommend corrective actions. Proficiency with spreadsheet and financial management applications. Strong organizational, communication, problem-solving, and stakeholder coordination skills. Ability to manage multiple priorities and maintain accuracy in a fast-paced environment.

Skill

Budget planning and financial management Financial forecasting and variance analysis Contract and cost analysis Invoice reconciliation and accounts receivable Procurement and purchase order management Lease and property financial administration Permitting billing and reimbursement tracking Spreadsheet-based reporting and data analysis Recordkeeping and compliance Communication and prioritization

Summary Qualification

Qualified financial analyst with experience supporting operating and capital budgets. Demonstrated ability to manage contracts, invoices, purchase orders, and financial reporting. Skilled in monitoring expenditures, evaluating financial impacts, and maintaining accurate records. Effective collaborator who can support multiple programs and resolve financial issues. Strong attention to detail and ability to maintain service continuity during periods of increased demand.

Wollborg Michelson Recruiting is an Equal Opportunity Employer

Wollborg Michelson Recruiting is an Equal Opportunity Employer and prohibits discrimination of any kind. We ensure job offers are made based of one s employment experience, skills, and qualifications, regardless of race, gender, ethnic origin, or any other classification protected by law. All applicants must furnish proper identification to prove their legal right to work in the US upon a job offer. We participate in E-Verify to confirm one s right to work in the US. Wollborg Michelson Recruiting does not provide sponsorship for an employment-based visa status.