Workflow Task Manager

Cherokee Federal; San Antonio (TX); On-site; USD 60,000 - 65,000; Full time

Job summary

Cherokee Federal is seeking a Workflow/Financial Data Analyst in San Antonio, TX to support financial analysis, reporting, and forecasting for senior management. You will manage data sources, develop weekly and monthly dashboards, and prepare memos and presentations for leadership review.

The role emphasizes variance and trend analyses, budgeting support, ROI evaluation, and cross‑functional collaboration with government personnel.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field.
• 3 years’ experience in data management/analysis.
• Experience in construction-related discipline.
• Experience with government automated systems including NexGen IT and FM Suite.
• Experience with SharePoint.
• Proficiency in Microsoft Excel and other financial software.
• Strong analytical skills and attention to detail.
• Ability to work with large datasets and perform quantitative analysis.

Responsibilities

• Management of SharePoint Sites.
• Development of weekly announcements using PDF form.
• Data entry and analysis.
• Trend Analysis.
• Interact with government personnel.
• Forecasting potential funding impacts.
• Draft formal memos.
• Validate project data and perform updates in government systems (NexGen IT, FM Suite, MS Access).
• Prepare financial reports, dashboards and presentations for management review.
• Assist in budgeting, forecasting, and financial planning processes.
• Evaluate investment opportunities and conduct ROI analyses.
• Provide insights to optimize business performance.
• Collaborate with cross-functional teams to gather financial data.

Skills

Analytical skills

Forecasting

Financial data interpretation

Excellent quantitative skills

Effective communication

Education

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

3 years’ data management/analysis experience

6 years’ experience may substitute for degree

4 years’ experience + Associate's degree substitute for Bachelor's

Experience in construction-related discipline

Experience with AF Design and Construction Program

Experience with government automated systems (NexGen IT, FM Suite)

SharePoint experience

Tools

Excel

Access

Word

PowerPoint

NexGen IT

FM Suite

SharePoint

Job description

Workflow/Financial Data Analyst

A Workflow/Financial Data Analyst assists in financial analysis, reporting, and forecasting, supporting senior analysts and managers in making strategic financial decisions within the organization.

Compensation & Benefits:

Estimated Starting Salary Range for Workflow/Financial Data Analyst: $60,000 to $65,000.

Pay commensurate with experience.

Full time benefits include Medical, Dental, Vision, 401K, and other possible benefits as provided. Benefits are subject to change with or without notice.

Workflow/Financial Data Analyst Responsibilities Include:

• Management of SharePoint Sites
• Development of weekly announcements using PDF form
• Data entry and analysis
• Trend Analysis
• Interact with government personnel.
• Forecasting potential funding impacts
• Draft formal memos
• Validate project data and perform updates in various government systems including but not limited, NexGen IT, FM Suite and Microsoft Access
• Manage Microsoft Outlook Workflow
• Conducting financial analysis to support strategic decision-making, including variance analysis, trend analysis, and forecasting.
• Preparing financial reports, presentations, and dashboards for management review.
• Assisting in budgeting, forecasting, and financial planning processes.
• Evaluating investment opportunities and conducting ROI analysis.
• Providing insights and recommendations based on financial analysis to optimize business performance.
• Collaborating with cross-functional teams to gather financial data and support business initiatives.
• Adhering to financial regulations, policies, and procedures.
• Assisting in the development and implementation of process improvements within the finance department.
• Supporting senior financial analysts and managers in various financial activities.
• Assisting with ad hoc financial projects and tasks as needed.
• Performs other job-related duties as assigned.

Workflow/Financial Data Analyst Experience, Education, Skills, Abilities requested:

• Bachelor's degree in finance, accounting, economics, or a related field.
• 3 years’ experience in data management/analysis
• 6 years’ related work experience may be substituted for a Bachelor's Degree
• 4 years’ related work experience and an Associate's Degree may be substituted for a Bachelor's
• Experience must be in construction-related discipline.
• Experience with the AF Design and Construction Program desired.
• Experience with government automated systems including NexGen IT and FM Suite, is desired.
• Experience with SharePoint
• Ability to multi-task is a must.
• Ability to communicate effectively, both orally and in writing
• Basic understanding of Programming Thresholds and Approval Authorities
• Basic understanding of Planning & Design and Operation & Maintenance funding
• Basic understanding of Contract Acquisition process
• Knowledge with Microsoft suite, highly proficient in Excel, Access, Word, and PowerPoint
• Knowledge in Adobe Acrobat including form development and maintenance.
• Strong analytical skills and attention to detail.
• Excellent quantitative and numerical skills.
• Proficiency in Microsoft Excel and other financial software.
• Ability to analyze complex financial data and derive actionable insights.
• Strong attention to detail and accuracy in financial reporting and analysis.
• Ability to work with large datasets and perform quantitative analysis.
• Must pass pre-employment qualifications of Cherokee Federal

Company Information:

Cherokee Nation Strategic Programs (CNSP) is a part of Cherokee Federal – the division of tribally owned federal contracting companies owned by Cherokee Nation Businesses. As a trusted partner for more than 60 federal clients, Cherokee Federal LLCs are focused on building a brighter future, solving complex challenges, and serving the government’s mission with compassion and heart. To learn more about CNSP, visit cherokee-federal.com.

#CherokeeFederal #LI-WS-1

Cherokee Federal is a military friendly employer. Veterans and active military transitioning to civilian status are encouraged to apply.