Project Analyst

NV5, Inc.; San Diego, Northern (CA, KY); On-site; USD 95,000 - 125,000; Full time

Job summary

NV5, Inc. is seeking a finance professional in San Diego, CA to set up and manage projects in Deltek Vantagepoint, review contracts, and advise PMs on billing efficiency.

The role involves handling change orders, invoicing, and maintaining billing terms to meet client requirements. The ideal candidate has a Bachelor’s degree in accounting or finance with 5+ years in financial, accounting, audit or business principles, and strong Excel/PowerPoint skills.

Qualifications

• Bachelor’s degree in accounting, finance, or related field with 5+ years relevant experience.
• Strong working knowledge of financial, accounting, audit and business principles.

Responsibilities

• Set up and maintain projects in Deltek Vantagepoint and advise PM on efficient setup for billing.
• Process draft invoices for PM review and approval.
• Analyze budget vs. actual spent on projects and reconcile COs vs billed to date.
• Coordinate with clients and sub consultants; act as liaison for billing and performance questions.
• Support A/R & A/P personnel; monitor WIP and write-downs.
• Ensure GAAP revenue methods and project setup in financial system.

Skills

Excel

PowerPoint

Excellent communication

Deltek Vision/Vantagepoint

Financial analysis

Education

Bachelor’s Degree in accounting/finance or related discipline

Tools

Deltek Vision/Vantagepoint

Job description

Responsibilities

• Set-up and maintain projects in Deltek Vantagepoint, including review new contracts, as well as advise Project Manager on the most efficient way to set-up projects to meet client billing requirements. Maintain projects as change orders (CO's) are added. Close entire job the period after all transactions are completed. Consult/advise PM on contract options, obtain reviews, manage document flow and advise Principal in Charge (PIC) of projects with contract issues. Process draft invoices for review and approval by PM. Review and maintain billing terms, ensure client's requirements are met (back-up, status reports or lien waiver attached). Analyze budget vs. actual spent on projects. Reconcile contract/approved/pending CO's vs. the total billed to-date on projects. Track Sub Consultants. Provide Contract Department with sub proposals to ensure sub consultant contracts are issued. Receive sub invoices and verify amount billed against budget, create and update Sub consultant tracking form in Excel. Present invoice to PM for approval. Input into Vision and send paperwork to Corporate Accounting office for posting. Provide and prepare detailed analysis of Project Budget including spent to date, billed to date, budget remaining, WIP, and A/R. Coordinate with clients and sub consultants. Determine appropriate client & sub consultant contacts, answer questions, obtain information when necessary, communicate information to PM, and act as liaison for billing and performance questions. Support/assist A/R & A/P personnel. Share information with A/R & A/P, resolve questions, ask for updated A/R information and inform A/R of any arrangements to existing invoices (voids/reissues). Monitor and report exceptions to firm wide policies and procedures. WIP corrections/adjustment/management. Ensure correct rates due to changes, write downs, zero bill rate corrections, and labor category corrections. Participate in/assist with orientation for new PMs. Project Finance Compliance – Ensure the implementation and monitoring of Project Finance Compliance to include review of revenue methods to ensure GAAP standards, client contract review and project set up in financial system. Misc Project Finance Tasks – Perform research and audit tasks related to Operational Finance as required.

Qualifications

Education

• Bachelor’s Degree in accounting, finance or related discipline with at least 5 years relevant experience and good working knowledge of financial, accounting, audit and business principles.

Required Skills and Experience

• Excellent written and oral communication skills, and proficiency in Excel, Word and PowerPoint, are required.
• Experience with architectural/engineering firm or Deltek Vision/Vantagepoint system experience preferred.