Senior Financial Technical Analyst

Position Summary

The Senior Financial Technical Analyst supports and optimizes financial and operational systems for construction and manufacturing project environments. This includes advanced capabilities in Deltek Costpoint, Oracle ERP, AP automation, and project accounting processes such as job costing, WIP, billing, subcontractor management, EAC forecasting, compliance, and legal obligations tied to project accounting. The role partners closely with Project Managers, Operations, Supply Chain, Engineering, Legal, and Finance to ensure accurate and timely project financials from initiation through closeout.

Key Responsibilities

Financial Systems Support (Construction & Manufacturing)

• Serve as SME for Deltek Costpoint modules (Projects, Materials, Labor, Production, Procurement, Billing, GL, AP).
• Support Oracle ERP modules impacting project and production operations (Projects, Manufacturing, Costing, Procurement, Inventory, Financials, AP).
• Configure project structures, cost codes, project types, AP workflows, and cost accumulation rules.
• Maintain cross-module data integrity across project, production, legal, AP, and financial workflows.
  
  

Project Accounting & Job Costing

• Manage full lifecycle project accounting.
• Maintain accurate EAC (Estimate at Completion) calculations and forecasting.
• Support ETC (Estimate to Complete) updates.
• Develop and maintain job cost reports, earned value metrics, margins, variances, and cash flow projections.
• Ensure compliance with contractual cost requirements and legal obligations tied to job cost reporting.
  
  

AP Automation Process

• Support implementation, configuration, and maintenance of AP automation tools (OCR, invoice matching, workflow routing).
• Ensure integration between AP automation platforms and Deltek Costpoint/Oracle AP modules.
• Automate:
• Invoice intake and digital capture
• Three-way/Two-way matching (PO, packing slip, invoice)
• Subcontractor invoice validation
• Approval workflows with compliance checkpoints
• Track subcontractor compliance (COIs, lien waivers, certified payroll) within AP workflow before invoice release.
• Reduce processing time, improve invoice accuracy, and strengthen audit controls.
• Monitor AP automation dashboards and KPIs, including:
• Invoice cycle time
• Exception rates
• Duplicate invoice prevention
• Early payment discounts
• Ensure AP automation adheres to construction legal requirements (lien law, retention withholding, contract obligations).
  
  

Operational Workflow Optimization

• Streamline processes across procurement, inventory, production scheduling, work orders, AP, and field operations.
• Support system integrations with CAD/PLM, field service systems, production tools, and AP automation tools.
• Implement automation for project cost updates, timekeeping, material postings, and EAC/ETC rollups.
  
  

Billing & Revenue Recognition

• Ensure accurate PoC, milestone billing, T&M and cost-plus billing.
• Support retention tracking, change order billing, and unbilled revenue analysis.
  
  

Construction Projects Compliance

• Track change orders, RFIs, submittals, pay apps, certified payroll, retention, and EAC impacts.
• Manage subcontractor compliance (COIs, lien waivers, licensing, certified payroll).
• Support audits, documentation, and closeout compliance (punch lists, permits, warranties).
  
  

Project Accounting Legal Compliance

• Ensure proper adherence to contract law as it relates to cost tracking, retention, and billing.
• Maintain compliance with state and federal construction financial regulations.
• Support legal review requirements for:
• Contract value changes
• Cost-loaded schedules
• Progress billing validation
• Retention requirements
• Lien law compliance and deadlines
• Maintain financial documentation legally required for:
• Dispute resolution
• Claims preparation
• Time impact analyses
• Contract closeout packages
• Ensure system workflows support legal approval gates for change orders, subcontractor agreements, and cost modifications.
• Work with Legal and Compliance teams to ensure financial systems align with risk mitigation strategies.
  
  

Qualifications (Required)

• Bachelor’s degree in Accounting, Finance, Industrial Engineering, Business, or Information Systems.
• 5–10 years in a construction, capital project, or manufacturing project-based environment.
• Strong hands-on experience in Deltek Costpoint and /or Oracle ERP.
• Experience with AP automation platforms and invoice workflow automation.
• Deep knowledge of EAC, ETC, job costing, BOM, work orders, change orders, and retention.
• Understanding of construction financial regulations, lien law, and project accounting legal compliance.
• Strong SQL skills.
  
  

Construction

Required Experience

• Job setup, budgets, cost codes, retention, change orders.
• EAC/ETC forecasting, cost-to-complete, cash flow.
• Certified payroll, prevailing wage, subcontractor compliance.
• AIA billing, PoC, project closeout.
• Legal compliance for lien waivers, retention rules, and contract obligations.
  
  

Manufacturing

• Standard vs. actual cost analysis.
• Work order management, routings, labor, machine time.
• Material consumption, BOM costing, scrap, rework, WIP.
• Managing EAC impacts on production orders.
  
  

Hybrid Environments

• Managing costs across fabrication and installation.
• Tracking EAC at job, phase, and production order level.
  
  

Preferred Skills

• EPC, industrial construction, modular manufacturing, fabrication, automation experience.
• SQL reporting, Power BI, Cognos, Oracle BI.
• API/integration experience and experience with AP automation tools.
  
  

Personal Attributes

• Analytical, proactive, detail-driven.
• Effective communicator across engineering, operations, legal, AP, and executives.
• Strong organizational and problem-solving skills.