Project Financial Analyst

CME Associates; Houston (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical: PPO or HSA plans covered

Dental/Vision coverage

Life insurance

401(k) match

PTO: 21 days

Job summary

Alta Planning + Design seeks a Project Financial Analyst in Houston to support project managers and ensure accurate costs and revenues for month-end and reporting. You will collaborate with Project Managers to maintain budgets, approve invoices, and consolidate invoicing packets.

You will help maintain project documentation, monitor variances, and support timely financial communication across the finance team. This hybrid role offers impactful work and growth within a national planning firm.

Qualifications

• 3–5 years of work experience required in project accounting or a similar role.
• Experience in a deadline-driven, project-based environment.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in accounting software and Microsoft Office Suite (Excel, Word, PowerPoint).
• Strong initiative, ability to manage competing priorities and multiple, simultaneous tasks.
• Ability to work independently with little supervision and as part of a team.
• Attention to detail and strong organizational skills.

Responsibilities

• Invoice Management: Prepare and review client invoices and supporting documentation monthly or as requested. Ensure timely, accurate billing and resolve invoicing discrepancies.
• Project Financial Management: Support project budgeting and financial reporting. Monitor costs, identify budget variances and financial risks, and work with Project Managers to address concerns.
• Project Data and Documentation: Maintain accurate, complete, and current project information, billing data, and financial records. Regularly review and reconcile data to support reliable reporting and effective budget management.
• Accounts Receivable Support: Monitor outstanding invoices, assist with collections, and coordinate with Project Managers and the finance team to resolve payment issues.
• Collaboration and Project Support: Work closely with Project Managers, Operations, and the finance team to support project financial performance. Attend project meetings, provide timely reports, and help staff understand and follow invoicing procedures.
• Compliance: Ensure project financial activities and documentation comply with company policies, established procedures, and applicable regulations.
• Team Support and Process Improvement: Participate in finance and operations meetings, recommend workflow improvements, and provide backup support to ensure accounting tasks are completed accurately and on time.

Skills

Analytical skills

Communication

Time management

Independent work

Microsoft Office

Accounting software

Education

Bachelor's degree in Accounting or Finance

Tools

Deltek

VantagePoint

Job description

Alta Planning + Design is seeking a full-time Project Financial Analyst in our Houston, TX office, to support project managers. This role is responsible for supporting office team members to manage and complete projects and contribute to Alta's financial success.

About Alta

Alta is a mission‑driven company working to mitigate climate change and advance safety and social justice by shaping sustainable, people‑centered communities. We bring together expertise across planning, design, engineering, education and encouragement programs, and community engagement to help communities thrive. Our work is grounded in the belief that how places are designed and experienced has a profound impact on equity, health, and opportunity—and that people should always be at the heart of those decisions.

Founded in 1996, Alta was at the forefront of the active transportation movement and has spent nearly 30 years partnering with communities to imagine a more connected, resilient, and inclusive future. Today, with more than 225 staff across the United States and beyond, we are a global leader in creating environments that support everyday life, strengthen human connection, and respond to the challenges of a changing world. Alta offers the opportunity to collaborate across disciplines, contribute to meaningful work at every scale, and be part of a team committed to making lasting, positive change for people and the places they call home.

Day to Day

In this role, a Project Financial Analyst will ensure costs and revenues are accurately reported for all projects for month end, accounting and project related reporting. You will be collaborating with Project Managers to maintain budgets, approving subcontractor invoices, and consolidate invoicing packets. As Project Financial Analyst you will be responsible for maintaining project folders, focusing on the accuracy and completeness of the necessary project documentation.

Key Responsibilities Include

• Invoice Management: Prepare and review client invoices and supporting documentation monthly or as requested. Ensure timely, accurate billing and resolve invoicing discrepancies.
• Project Financial Management: Support project budgeting and financial reporting. Monitor costs, identify budget variances and financial risks, and work with Project Managers to address concerns.
• Project Data and Documentation: Maintain accurate, complete, and current project information, billing data, and financial records. Regularly review and reconcile data to support reliable reporting and effective budget management.
• Accounts Receivable Support: Monitor outstanding invoices, assist with collections, and coordinate with Project Managers and the finance team to resolve payment issues.
• Collaboration and Project Support: Work closely with Project Managers, Operations, and the finance team to support project financial performance. Attend project meetings, provide timely reports, and help staff understand and follow invoicing procedures.
• Compliance: Ensure project financial activities and documentation comply with company policies, established procedures, and applicable regulations.
• Team Support and Process Improvement: Participate in finance and operations meetings, recommend workflow improvements, and provide backup support to ensure accounting tasks are completed accurately and on time.

Qualifications

Required

• 3-5 years of work experience required in project accounting or a similar role
• Experience in a deadline‑driven, project-based environment
• Strong analytical and problem‑solving skills
• Excellent communication and interpersonal skills
• Proficiency in accounting software and Microsoft Office Suite (Excel, Word, PowerPoint)
• Strong initiative, ability to manage competing priorities and multiple, simultaneous tasks
• Ability to work independently with little supervision and as part of a team
• Attention to detail and strong organizational skills

Preferred

• Experience in engineering, construction, or architecture
• Experience with Deltek or VantagePoint
• Associate’s or Bachelor's degree in Accounting, Finance, or related field

What We Offer

Flexible Schedule

Alta offers a flexible, hybrid work schedule where most employees work from home three days per week. In‑office days support our collaborative culture, one of our core values.

Compensation

The base salary range for this role is indicated in the posting. This range reflects the company’s good faith estimate of the compensation for this position at the time of posting. Final compensation will be determined based on factors such as experience, skills, qualifications, internal equity, and geographic location.

Benefits

• Medical: PPO or HSA medical plans, Alta pays 75% of the cost
• Dental/Vision: PPO, Alta pays 90% of the cost
• Life Insurance: Alta pays 100% of the premium for life and AD&D, equal to your base compensation
• 401(k): Alta provides a match up to 3%
• PTO: 21 days accrued annually to start
• Holidays: 11 total company paid holidays
• Paid Parental Leave/Short-Term Disability
• Additional Benefits: Wellness reimbursement up to $800 annually, Alta Gets Around benefit of up to $900 annually, 5-year travel award, and professional development opportunities