Financial Analyst

Job Summary

This full-time, contract-to-hire position sits at the intersection of financial governance and IT project coordination, playing a critical role in evaluating software-related capital projects from intake through classification. The primary focus is ensuring compliance with internal capitalization policies while supporting accurate financial classification of project activities across a collaborative, cross-functional environment. Operating within a supportive, team-oriented culture that values knowledge sharing and continuous improvement, this individual will serve as a key contributor to the Project Intake team — reviewing, validating, and routing project requests through established governance workflows while partnering closely with IT, Finance, and project management stakeholders. Standard full-time hours apply, with overtime varying based on workload demands.

Responsibilities

• Review incoming project requests for alignment with capital policy and strategic objectives

• Validate completeness of Statements of Work (SOWs) and all supporting documentation

• Analyze project deliverables and associated costs to determine proper CapEx vs. OpEx classification

• Provide clear documentation and well-supported recommendations for financial coding

• Partner with IT teams, Finance, and project managers to ensure accurate intake and classification

• Communicate findings and recommendations in clear, concise language for both technical and non-technical audiences

• Ensure adherence to internal capital software policy and applicable regulatory requirements

• Maintain accurate records to support audit readiness and reporting obligations

• Coordinate timely routing of intake requests through PIT, CAA, and supporting teams

• Identify opportunities to streamline intake and classification workflows

• Leverage automation and AI tools such as Microsoft Copilot to enhance efficiency and accuracy

Skills

• Project intake coordination experience with software and hardware IT projects

• Strong financial and compliance awareness, particularly Capital vs. O&M classification principles

• Proficiency with JIRA and SharePoint for project tracking and documentation management

• Solid understanding of CapEx vs. OpEx principles and financial governance frameworks

• Knowledge of IT project lifecycle and software implementation practices

• Strong analytical and problem-solving skills with exceptional attention to detail

• Ability to exercise independent judgment and initiative in complex or ambiguous scenarios

• Excellent written and verbal communication skills across cross-functional teams

• Strong time management skills with the ability to manage multiple priorities in a fast-paced environment

• Familiarity with AI and automation tools for process optimization

Experience

• 3–5+ years of relevant experience in project support, intake coordination, operations, or similar roles

• Background in project coordination, PMO support, IT governance, finance operations, or business analysis highly preferred

• Experience in environments requiring process adherence, data accuracy, and cross-functional coordination

• Exposure to IT projects, financial tracking (Capital vs. O&M), or intake and governance functions strongly preferred

• Experience with fixed assets, capital project management, or capital project budgeting preferred

Qualifications

• Bachelor's Degree in Business Administration, Information Technology, or a related field, or an equivalent combination of education, training, and experience

The closing date for applications for this job posting is 10/3/2026.

Should you require any accommodations in responding to this job posting or at any stage during the application process, kindly e-mail : xcelenergyprogramoffice@magnitglobal.com

Salary : $33 - $44