About this role
SRI is an independent nonprofit research institute headquartered in Menlo Park, Calif., with a rich history of supporting government and industry. They are seeking a Finance Project Analyst to manage contracts and projects within budget and scope, support program leaders with financial reporting, and ensure compliance with contractual obligations.
Responsibilities:
- Responsible for the Project Setup function; partnering with Accounting and Contracts to ensure projects are set up correctly:
- Charging structure collects costs appropriately
- Contractual obligations captured accurately
- Billing instructions per contract terms
- Revenue recognition established accurately
- Understand all contractual requirements (deliverables), terms and conditions (invoice/payment schedules, start/end dates etc.) and all executed contracts/grants pertaining to projects controlled by division
- Maintain project plan/forecast by reviewing actual hours vs. planned, bringing issues to the attention of the Principal Investigator (PI) or Project Manager (PM) and Business Manager
- Track project billing & accounts receivable (AR); verifying invoices are prepared and issued correctly, on time and per the contract/grant requirements, tracking invoicing, aging receivables and unbilled
- Prepare accruals for period-end and year-end close processes
- Provide approved estimates at completion (EACs) to accounting as required
- Prepare and submit client monthly performance measurement reports
- Monitor projects for 75% complete requirements, alert contracts team when notice is required
- Control project from assisting the PM/PI in developing an appropriate task/charge number structure (for both task management and contractual requirements) to executing the baseline plan
- Lead/participate/contribute in process improvement efforts, including planned Costpoint and Adaptive software implementation, including data conversion and testing scenarios