Note: The job is a remote job and is open to candidates in USA. World Wide Technology is a global technology solutions provider leading the AI and Digital Revolution. The Digital Financial Specialist will support the CS Digital Practice by managing the financial health and operational coordination of digital engagements, ensuring accurate budget tracking and project data management.
Responsibilities
- Track and maintain project budgets, actuals, and forecasts for active engagements, ensuring alignment between the practice budget tracking system and the WWT Finance system
- Support the monthly financial close cycle: pull actuals, reconcile against the practice budget tracker, investigate discrepancies, and deliver clean, documented summaries to Finance
- Identify budget variances and determine appropriate resolution — distinguish between data entry errors, timing differences, and substantive financial issues, and escalate when needed
- Oversee financial elements within the Project Management Application, including KPI tracking, Change Orders, and Invoice coordination
- Communicate financial status proactively to Project Managers and Practice Leads; flag risks before they surface in reporting cycles
- Build and maintain Excel models to support budget tracking, variance analysis, and financial reporting
- Maintain the Staffing and Project Tracker with current resource assignments, project status, engagement timelines, and roll-off dates — keeping data current between reporting cycles, not just at scheduled updates
- Coordinate project initiation logistics: system access requests, engagement setup, onboarding documentation, and first-week scheduling for project team members
- Track open action items, risks, and decisions across active engagements; follow up proactively on blockers before they require escalation
- Support project status reporting by consolidating data from multiple sources into clear, ready-to-share updates for internal stakeholders and leadership
- Assist in managing changes to project scope, schedule, and budget, ensuring documentation is updated and communicated to the appropriate stakeholders
- Act as a coordination point between delivery teams and internal functions including Finance, HR, Legal, and IT when project-level issues require cross-functional resolution
- Actively participate in project meetings and lead meetings when appropriate
- Provide input regularly for status reports and portfolio reviews
- Identify patterns in recurring operational issues — data quality gaps, process breakdowns, communication delays — and propose documented improvements
- Maintain and improve process documentation and financial procedures to reduce reliance on tribal knowledge
- Use AI tools including Glean, Microsoft Copilot, and Claude Cowork to surface information, draft communications, and reduce manual overhead
- Follow best practices and ensure that all project and financial documentation requirements are met and current
- Ensure compliance with WWT's Project Management and Delivery methodology
Skills
- 1-2 years of progressive experience in project coordination, financial analysis, business operations, or Project support
- Exposure to financial tracking, budget management, or project coordination in a professional or academic setting
- Exposure to financial close processes, budget reconciliation, or cost tracking in a professional environment
- Experience supporting project coordination or Project management in a technology services or consulting environment
- Familiarity with Salesforce, Smartsheet, or similar CRM and project management platforms
- Experience working cross-functionally with Finance, HR, or operational teams
- Proficiency in Microsoft Excel including pivot tables, XLOOKUP, and basic financial modeling; ability to build and maintain budget tracking models
- Developing understanding of financial processes — budgets, actuals, forecasts, and variance analysis; ability to identify and investigate discrepancies
- Experience with or ability to quickly learn project and financial systems such as Salesforce, EMPOWER, and Smartsheet
- Strong attention to detail — identifies data quality issues and discrepancies before they are surfaced by others
- Clear written and verbal communication — can summarize complex financial status for a non-financial audience
- Ability to manage multiple workstreams simultaneously, prioritize under time pressure, and consistently meet deadlines
- Comfort operating with ambiguity — determines what needs to be done and takes action without waiting for a fully defined task list
- Self-starter instinct — proactively identifies and resolves problems rather than waiting to be directed
- Strong collaboration and interpersonal skills; ability to build effective working relationships across Finance, HR, delivery teams, and practice leadership
- Curiosity and willingness to continuously learn new tools, processes, and practices
- Proficient in Microsoft Office 365 applications including Excel, Outlook, Teams, and SharePoint
Benefits
- Health, Dental, and Vision Care
- Onsite Health Centers
- Employee Assistance Program
- Wellness program
- Competitive pay
- Profit Sharing
- 401k Plan with Company Matching
- Life and Disability Insurance
- Tuition Reimbursement
- PTO and Sick Leave (starting at 20 days per year) & Holidays (10 per year)
- Parental Leave
- Military Leave
- Bereavement
- Nursing Mothers Benefits
- Voluntary Legal
- Pet Insurance
- Employee Discount Program
Company Overview