Financial Services Representative supporting daily financial activities in a hybrid role. Collaborating with team members for a rotating weekly on - site work schedule in Newark, DE.
About the role
- Project Finance Lead managing financial planning for commercial real estate projects. Collaborating with teams to optimize capital deployment and align financial strategy.
Responsibilities
- Develop and maintain financial models to support project budgeting, forecasting, and scenario planning.
- Partner with project teams to align financial targets with delivery milestones and client expectations.
- Monitor project financial performance, identify variances, and recommend corrective actions.
- Support long-range capital planning efforts by analyzing cost trends, funding strategies, and ROI metrics.
- Create dashboards and reports to track project financial health, CPI/KPI metrics, and portfolio performance.
- Act as a liaison between delivery teams and client finance groups to ensure transparency and alignment.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or a related field.
- 7–10 years of experience in financial planning & analysis (FP&A), preferably within construction, real estate, or project-based environments.
- Advanced proficiency in Excel, financial modeling, and reporting tools (e.g., Power BI, Tableau).
- Familiarity with project management systems (e.g., Procore, PMWeb) and ERP platforms (e.g., Oracle, SAP).
- CPA, CFA, or MBA preferred but not required.
Benefits
- health, vision, and dental insurance
- flexible spending accounts
- health savings accounts
- retirement savings plans
- life and disability insurance programs
- paid and unpaid time away from work
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