Project Delivery Lead Analyst - Project Coordination (Finance)
The Project Delivery Lead Analyst - Project Coordination is a member of one or more project management teams and is responsible for providing the necessary support to keep assigned projects organized, compliant and moving proficiently through the project life cycle. The Lead Analyst works alongside project/program managers to track, research and provide project information to the team primarily in the activity areas of Financial Management, Operations and Control/Compliance. The Lead Analyst may be assigned to traditional project teams or to Agile pods. This position is located within SVB's Global Services Project Delivery organization.
Job Description:
This role includes but is not limited to:
Project Coordination and Collaboration duties which include:
Completing assigned project tasks identified within the project plan.
Following up on project tasks as requested by the project manager such as updating/managing resource information, maintaining monthly project expense information, assisting with the reforecasting process, balancing expense actuals to the project budget and making updates within financial worksheets and systems, maintaining/documenting project details in project worksheets and in our Project Portfolio Management (PPM) tool.
Collaborating with project teams to update required project status reporting.
Ensuring that critical and approved documents, communications, and other relevant project information is organized and saved in a project folder or collaboration site.
Project Financial Management tasks which include:
Maintain the project checkbook, reconcile the GL report, submit and reconcile accruals.
Assist with tasks associated to financial forecasting (resourcing, cap reporting, etc.) and financial tracking (financial peer reviews).
Invoice payment processing including accurate GL coding and SOP98 review prior to payment approval.
Operational activities which include:
Creation, management and monitoring of project purchase orders, SOWs and contracts.
Maintenance of the project folder (i.e. repository) to ensure that artifacts are present and accurately stored/archived.
Reconciling project information and financial data with the Planview Project Portfolio Management (PPM) tool to ensure accuracy, currency and reliability (i.e. data quality) of project information stored within Planview.
Provide project support when appropriate for coordination activities and inquiries including process and change management expertise.
Control/Compliance activities which include:
Prep work and assistance with the project phase gates and reviews and related scheduling.
Monitor project artifact deliverables to ensure that they are present and complete in the project folder/official repository and that they are in compliance with the Enterprise Initiative Framework (EIF) and the Solution Delivery Lifecycle (SDLC) requirements.
Assist with auditor requests for project specific documentation and information.
Monitor project compliance to established processes, controls and protocols. Assist with PM training and project transitions.
Perform other duties as assigned
Skills and Requirements:
Highly detailed, analytical and problem-solving abilities
Strong technical, financial and business communication skills, orally and in writing, and able to take the initiative to resolve problems
Self-driven, highly motivated, familiar working effectively in a fast-paced, extremely dynamic environment, and experience working on global teams
Solid organizational skills. Consistent demonstration of professional judgement. Able to prioritize.
Able to work independently and collaborate across the organization.
Ability to analyze issues and situations systematically and make sound recommendations.
Strong attention to detail and ability to balance multiple priorities to meet deadlines.
Ability to work with multiple cross-functional teams.
Project Financial Accounting experience including forecasting, resource planning, financial reconciliation, procurement is a plus
Planview PPM tool experience is a plus
Experience is working in an Agile Methodology environment is a plus
Coupa or other Procure-to-Pay System experience is a plus
Strong skills in the MS Office Suite.
Experience: Typically requires 1-3 years related experience. Background with SharePoint or similar collaboration tool, good understanding of PMBOK and general project management methodology. Microsoft Project experience is preferred.
Education: A bachelor's degree or equivalent related experience.