IT Project Financial Analyst

Job#: 3043514

Job Description:

Job Title: IT Project Manager (General) 2

Duration: 6 Months

Location: OK Tulsa - Headquarters

Job Description:

IT Project Financial Analyst II

As an IT Project Financial Analyst II, you will provide project and portfolio financial management (budgeting, forecasting, cost tracking, and reporting) across a book of IT projects. Working as part of a central, funding-aligned team, you will independently own the financial picture for assigned projects and partner closely with PMO leaders, project managers, and Finance so that project managers can focus on delivery. This is a hands-on, execution-focused role for someone fluent in project financials who is comfortable turning data into clear, decision-ready reporting.

Responsibilities/Expectations:

• Consult on budgets, monthly forecasts (estimate-at-completion), and cash-flow / spend curves for a book of assigned IT projects
• Analyze project financial performance by understanding how to track actuals against plan, identifying variances, and provide insights and recommendations to project managers and stakeholders
• Manage analysis of multiple projects simultaneously, prioritizing tasks, and maintaining accurate records around complex workflows
• Support the Project Change Request (PCR) process by evaluating and quantifying financial impacts, risks, and funding requirements associated with proposed changes
• Parter with Finance to support capital vs. expense classification, capitalization activities, funding requests, accruals and the monthly close process
• Monitor project financial risks, trends, and performance indicators, proactively escalating concerns and recommending mitigation strategies for the PMO and IT leadership
• Maintain financial reports, dashboards, and supporting documentation to uphold data integrity and reporting standards
• Ensure the accuracy, completeness, and integrity of project financial data throughout the project lifecycle while adhering to PMO governance

Education/Experience:

• High school diploma/GED with equivalent experience or bachelor's degree in Accounting, Finance, Business or related major and minimum two (2) years of experience in project financial analysis, FP&A, cost analysis, or project controls
• Demonstrated experience owning budgets and forecasts for a portfolio of projects
• Working knowledge of project-accounting concepts (capital vs. expense, capitalization, estimate-at-completion forecasting)
• Experience with enterprise ERP / project-accounting systems (Oracle or similar)
• Preferred: Advanced Microsoft Excel skills; hands-on experience building reports and dashboards in Power BI
• Comfort with AI-powered productivity and analytics tools (e.g., Microsoft Copilot), and the curiosity to apply them to financial analysis and reporting, is a plus

Other Requirements:

• Strong written and verbal communication; able to partner effectively across the PMO, IT, and Finance
• Self-directed and detail-oriented, with the ability to manage multiple projects and competing deadlines
• Proficiency with Microsoft 365 (Excel, Teams, SharePoint) and Power BI
• Demonstrates familiarity with and application of Project Life Cycle

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

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Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

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