Project Finance Analyst

Project Role : Project Finance Analyst

Work Experience : 3 to 7 Years

Work location : Thane / Bangalore

Work Mode : Hybrid

Work Timing : 2 : 00 PM to 11 : 00 PM

PURPOSE

The primary purpose of the role is to manage the O2C activities for a portfolio of projects

REPORTS TO

Associate Manager or Manager - Project Finance

RESPONSIBILITIES

Supporting internal stakeholders within IQVIA. Stakeholders include :

Account management teams

Project Operations teams represented by the Project Leader

Project Finance Global Leadership

Business Finance

Local Country Finance

Working in enterprise ERP (PeopleSoft) on the following :

Project and activity set up

Maintaining customer contracts & project budgets

Maintaining rate sets

Maintaining revenue plans

Maintaining billing plans

Maintaining milestones

Maintaining other project and contract data

Maintaining payment schedules

Maintaining pass through expense forecast

Assisting project teams and finance teams in monthly revenue and backlog accounting. Guiding project teams towards solutions.

Analyzing monthly project revenue & backlog and identifying / correcting exceptions

Highlighting deviations in key project performance metrics – backlog variance, write-offs, over the limit revenue, unbilled amounts, contribution margin / realization / EBITDA

Supporting the management team with executing compliance related tasks

Providing relevant project level reporting and reconciliations

Managing ad-hoc tasks

Achieving subject matter expertise in PFM activity

Training & coaching colleagues in the team

Supporting the management team in activities around quality assurance, process documentation, lean projects and other such operational governance activities

Education

Graduate or Post-Graduate in commerce, economics, accounting, management or allied areas. Education in accounting is mandatory.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

Ability to establish and maintain effective working relationships with co-workers, managers and other stakeholders

Ability to work in a multicultural transnational environment

Ability to adhere to work instructions as provided by the Line Manager

Good knowledge of statutory and management accounting

Will need to clear thresholds defined by IQVIA in computer based assessment on Numerical Ability, Logical Ability & English

Strong communication skills – written and verbal

Willingness to work in shifts

Willing to work in a flexible & challenging environment

Willingness to exhibit strong work ethics, accountability & discipline

Willingness to learn people management skills

Skills for working in advanced MS Excel are desirable

Skills for working in PeopleSoft PA module are desirable