Who You Are
You are a highly analytical, business-minded finance professional who enjoys turning financial data into actionable business insights. You thrive in project-based environments where you can influence profitability, improve operational performance, and partner with cross-functional teams to drive smarter business decisions.
You are equally comfortable working with financial models, executive leadership, and project managers. You have a strong understanding of project accounting and financial forecasting, communicate complex financial concepts clearly, and help operational teams make informed decisions that improve project outcomes and profitability.
You are proactive, detail-oriented, and passionate about building financial discipline while supporting a collaborative, customer-focused organization.
About The Role
As a Professional Services Financial Analyst, you will serve as the financial subject matter expert supporting Myriad360's Professional Services organization. You will oversee project financial performance, profitability analysis, forecasting, pricing, cost governance, and financial reporting across a portfolio of customer engagements.
Working closely with Professional Services leadership, the PMO, Operations, Sales, and Accounting, you will provide financial insight that improves project profitability, strengthens forecasting accuracy, and drives operational excellence. You will also help establish financial governance standards, educate project teams on financial best practices, and support strategic pricing decisions that contribute to long-term business success.
This role directly impacts portfolio profitability, financial predictability, operational efficiency, and customer delivery by ensuring sound financial management throughout the project lifecycle.
Other responsibilities include:
Project Financial Analysis & Reporting
- Analyze financial performance across Professional Services engagements, customers, solution offerings, and delivery teams
- Monitor project gross margin, contribution margin, labor costs, subcontractor expenses, travel costs, and overall project profitability
- Develop executive dashboards and financial reports that provide visibility into portfolio performance
- Perform profitability analysis by client, solution type, geography, delivery team, and project manager
- Identify margin erosion, cost overruns, forecasting variances, and financial risks
- Support project financial close activities and portfolio profitability reviews
Financial Governance & Project Management Support
- Serve as the financial subject matter expert for Professional Services project accounting and financial management
- Partner with Project Managers to improve budgeting, forecasting, estimate-at-completion (EAC), estimate-to-complete (ETC), and margin management practices
- Develop project financial playbooks, templates, reporting standards, and training materials
- Lead recurring financial reviews with Project Managers and leadership teams
- Establish financial governance processes that improve accountability and forecasting accuracy
- Drive adoption of financial best practices across the Professional Services organization
Cost Management & Profitability
- Ensure project costs are accurately assigned and allocated across projects, work orders, and sales orders
- Develop methodologies for allocating shared expenses across multiple engagements
- Reconcile estimated, forecasted, and actual project costs
- Review subcontractor invoices and validate cost allocation accuracy
- Partner with Accounting to improve project cost visibility, reconciliation, and reporting accuracy
- Identify opportunities to improve profitability through operational efficiencies and financial controls
Forecasting, Pricing & Business Analytics
- Forecast portfolio financial performance and identify emerging profitability risks
- Analyze trends in labor utilization, subcontractor costs, delivery efficiency, and project performance
- Develop pricing recommendations based on historical delivery costs and margin objectives
- Support labor rate development, subcontractor pricing strategies, and service pricing models
- Provide financial insights that improve forecasting accuracy, utilization, profitability, and pricing effectiveness
- Identify recurring trends requiring adjustments to pricing, delivery practices, or operational processes
Desired skills and experience:
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline
- 5+ years of experience in project finance, project accounting, FP&A, Professional Services finance, consulting finance, or a related field
- Experience supporting project-based organizations such as Professional Services, consulting, systems integration, engineering services, or Managed Services
- Strong understanding of project profitability, forecasting, financial modeling, cost accounting, and financial analysis
- Advanced Microsoft Excel skills and experience building financial models
- Experience developing executive dashboards and financial reporting
- Excellent communication, facilitation, and presentation skills
- Ability to influence operational teams and drive financial accountability without direct authority
- Strong analytical, organizational, and problem-solving skills
Preferred Qualifications
- Experience implementing or supporting cost-based project accounting methodologies
- Experience transitioning organizations from percentage-of-completion reporting to cost-based project financial management
- Experience with project-based ERP and PSA systems
- Experience with NetSuite, Salesforce, Power BI, Tableau, Smartsheet, or similar business intelligence platforms
- Knowledge of revenue recognition principles and Professional Services operations
- Experience supporting pricing strategy, margin improvement initiatives, and portfolio analytics
Technical Skills (Preferred)
- Financial modeling and advanced Excel
- Project accounting and cost allocation
- Budgeting and forecasting
- Business intelligence platforms (Power BI, Tableau)
- ERP and PSA systems
- NetSuite
- Salesforce
- Financial dashboard development
- Executive reporting and data visualization
A Little About Us
Our mission is to challenge and enable our employees to achieve great things.
We live and breathe our core values:
- We Before Me: We demonstrate empathy through our actions and solicit diverse voices and opinions. We put ourselves in each other’s shoes, readily admit our mistakes, and generously share our time and knowledge.
- Dare To Be Great: We are big-picture thinkers who focus on solutions to problems. We solicit and offer actionable feedback to others without hesitation. We embrace opportunities to improve ourselves, our teams, and our work. We aim to be the best of the best.
- Own It: We set clear expectations, communicate proactively, and follow through on our commitments. We take pride in the experiences we create and the outcomes we deliver. We are personally invested in the success of our team and our clients. We iterate to deliver ever better results.
We are consistently listed among Inc & Crain's "Best Places to Work" and we're proud of our accessible & engaged executive team. We believe in cultivating an atmosphere of inclusion and providing an environment that enables every employee to work to the best of their ability.
Some of Our Benefits
- Unlimited Paid Time Off (PTO)
- Incentive compensation plans for all employees
- Company-funded 401k contributions
- Zero-cost employer-covered health insurance
- Annual BYOD (Bring Your Own Device) reimbursement up to $500
- Paid Parental Leave
- Transparent, candid culture with 1:1 coaching, performance reviews, and a consistent feedback loop
- Quirky, diverse, respectful, high-performing coworkers you’ll want to achieve greatness with!
Must be based in the United States.
Pursuant to the NYC Pay Transparency Law, the base salary range in New York City for this position is $106,000- $116,000 plus opportunities for profit-sharing bonus and/or commission. Compensation in other geographies may vary.
is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.
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