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Project Financial Manager

The Boldt Company

Project Financial Manager

San Francisco, CA
Full Time
Paid
  • Responsibilities

    Who we are:

    Integrity and fairness. Hard work and performance. A love for what we do. These are the values that drive us. They push us to be better every day. To provide the highest-quality service and greatest value to every project we’re a part of. We’re looking for people who share in that dedication. An innovative spirit, results-oriented thinking, and a dedication to our values have helped us grow into one of the largest professional construction services firms in the United States.

    As a member of the Boldt team, you’ll collaborate with some of the most knowledgeable professionals in our industry. You’ll have the chance to learn new skills and seek greater responsibilities, while earning competitive pay and benefits. And you’ll join a team that builds real value in the world around you.

    How your role fits into Boldt:

    The Project Financial Manager is the point person for all financial and accounting activities at a project level within the assigned Operations Group and reports to the Controller. This position interacts directly with regional level management, including Project Executives and Project Managers, providing trusted insight into the financial health of project and the overall operations. The primary focus of this position includes evaluating project costs, data reporting/analysis for management, budgeting/forecasting and revenue recognition. The cost management and accounting staff may report up to this position. This position has a responsibility to keep Project Leadership informed of the project’s financial performance and provides advice on all financial matters.

    Required Skills

    What you get to do:

    • Partners with other financial managers, proactively plans, organizes, and executes financial objectives related to the regional and company strategic plan.
    • Leads and/or supports implementation and continuous improvement of financial and accounting management processes.
    • Leads project financial forecasting efforts, forecast reviews, use of historical and trending data to validate forecast, and follows company standards for cost and revenue reporting.
    • Calculates variances from the budget and reports significant issues to management.
    • Guides financial decisions by establishing, monitoring and enforcing accounting and related project controls policies and procedures.
    • Evaluates, provides feedback, and validates project specific profit improvement plans.
    • Calculates and issues financial metrics.
    • Leads the project budgeting process.
    • Assists in the management and reconciliation of Potential Change Items (PCIs).
    • Trains project teams and new employees on ERP System/CMiC, including project set up, budgeting, PCI’s and forecasting.
    • Co-facilitates monthly Project Execution Assessment Meetings (project reviews) with project leaders.
    • Provides oversight and feedback to project teams to enables them to better understand and communicate financial reports and data.
    • Oversees and coordinates construction accounting functions, including customer invoicing, accounts receivable and revenue, and supports preparation and aggregation of project cash flow projections on a monthly basis.
    • Prepares financial packages. Helps manage the month-end and annual close processes across projects in the Operating Group.
    • Performs in-depth analysis of financial results to identify opportunities for improvement and proactively resolves problems. Reports and presents this information on a regular basis to leadership. Participates in planning the objectives, methods and resources of short and long-range financial operations.
    • Supports team with decision making by assuring proper identification, quantification, and communication of financial risks and opportunities. Also supports team members by analyzing and reporting proper job cost information.
    • Participates in the necessary cost evaluation, projection and analysis required for proper cost control and reporting, including the evaluation of current company reports and design of new reports to enhance reporting accuracy.
    • Directs/assigns project and client audits when required.
    • Drives continuous improvement throughout the Operating Group and promotes positive change. Able to identify and improve systems and procedures while maintaining attention to detail.
    • Earns trust and credibility, displays excellent customer service skills and operational commitment and adherence from project staff to standard company processes.
    • Builds the capability of the financial staff by selecting, orientating, and training employees.
    • Promotes financial staff job satisfaction and career development by coaching, mentoring, teaching, setting clear expectations, and monitoring.
    • Demonstrates strong analytical, critical thinking and leadership abilities.
    • Capability to handle multiple priorities with good organizational and time management skills.
    • Advanced communication skills with ability to interact with people in all areas of the Company and ability to thrive in a fast paced, multi-site, fast growing organization.
    • High level of professionalism with strong values and character that aligns with core Company values of honesty, fairness, hard work, performance and a love of construction.
    • Strong work ethic and eagerness to produce high quality results along with the ability to work independently, as well as part of a team.
    • Reviews and understands contract and change orders, including insurance, taxes, payment terms and financial impact of California labor laws.
    • Follows and implements proper internal controls, and acts as a main point of contact for any internal or external financial audits.
    • Other duties, responsibilities, or activities may be assigned at any time.

    Required Experience

    What we expect from you:

    Bachelor’s degree in Business Administration, Accounting, or Finance. Minimum of 5 years of related work experience required; including comprehensive five years business administration, accounting, general ledger, accounts payable, accounts receivable, forecasting, financial reporting, payroll, tax, labor law and union financial experience, including percentage completion project accounting environment experience.Outstanding knowledge and understanding of applicable California laws and regulations. Highly skilled in Microsoft Word, Excel and Outlook, Power BI, CMiC and other data analytics tools.  

    Physical requirements and working conditions:

    While performing the duties of this job, the employee is frequently required to remain in a stationary position for up to eight hours. The employee occasionally is required to move to access people or workspaces. Constantly operates a computer and other office equipment, such as a calculator, copy machine and computer printer. The ability to optimally communicate is required. The employee may occasionally move up to 15 pounds.

    The working conditions of this position requires the employee to work inside an office environment. The environment for which this position functions may contain scents and fragrances. May be requested to work overtime and weekends.

    What we can offer you:

    We are a multi- generational family owned, privately held organization. Along with encouraging a safe and robust team based environment, we offer:

    • A competitive wage with a comprehensive medical, prescription drug, dental and vision benefits without a waiting period
    • An Employee Stock Ownership Plan (ESOP) to share in the company’s success along with an annual bonus based on overall company performance
    • Paid vacation, sick and holidays
    • Wellness resources, including a health coach, health assessments, maternity management, and life care
    • Relocation assistance
    • Have equal access to opportunities and resources at all levels of the company. Professional growth and development opportunities including educational reimbursement
    • Diversity and inclusion training programs
    • Mentorship program
    • Community engagement

    The Boldt Company is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. This policy applies to all employees and job applicants.

    If you are an individual with a disability and you need an accommodation or other assistance during the application process, please contact our Human Resources department. All qualified applicants are reassured to apply.

  • Qualifications

    What you get to do:

    • Partners with other financial managers, proactively plans, organizes, and executes financial objectives related to the regional and company strategic plan.
    • Leads and/or supports implementation and continuous improvement of financial and accounting management processes.
    • Leads project financial forecasting efforts, forecast reviews, use of historical and trending data to validate forecast, and follows company standards for cost and revenue reporting.
    • Calculates variances from the budget and reports significant issues to management.
    • Guides financial decisions by establishing, monitoring and enforcing accounting and related project controls policies and procedures.
    • Evaluates, provides feedback, and validates project specific profit improvement plans.
    • Calculates and issues financial metrics.
    • Leads the project budgeting process.
    • Assists in the management and reconciliation of Potential Change Items (PCIs).
    • Trains project teams and new employees on ERP System/CMiC, including project set up, budgeting, PCI’s and forecasting.
    • Co-facilitates monthly Project Execution Assessment Meetings (project reviews) with project leaders.
    • Provides oversight and feedback to project teams to enables them to better understand and communicate financial reports and data.
    • Oversees and coordinates construction accounting functions, including customer invoicing, accounts receivable and revenue, and supports preparation and aggregation of project cash flow projections on a monthly basis.
    • Prepares financial packages. Helps manage the month-end and annual close processes across projects in the Operating Group.
    • Performs in-depth analysis of financial results to identify opportunities for improvement and proactively resolves problems. Reports and presents this information on a regular basis to leadership. Participates in planning the objectives, methods and resources of short and long-range financial operations.
    • Supports team with decision making by assuring proper identification, quantification, and communication of financial risks and opportunities. Also supports team members by analyzing and reporting proper job cost information.
    • Participates in the necessary cost evaluation, projection and analysis required for proper cost control and reporting, including the evaluation of current company reports and design of new reports to enhance reporting accuracy.
    • Directs/assigns project and client audits when required.
    • Drives continuous improvement throughout the Operating Group and promotes positive change. Able to identify and improve systems and procedures while maintaining attention to detail.
    • Earns trust and credibility, displays excellent customer service skills and operational commitment and adherence from project staff to standard company processes.
    • Builds the capability of the financial staff by selecting, orientating, and training employees.
    • Promotes financial staff job satisfaction and career development by coaching, mentoring, teaching, setting clear expectations, and monitoring.
    • Demonstrates strong analytical, critical thinking and leadership abilities.
    • Capability to handle multiple priorities with good organizational and time management skills.
    • Advanced communication skills with ability to interact with people in all areas of the Company and ability to thrive in a fast paced, multi-site, fast growing organization.
    • High level of professionalism with strong values and character that aligns with core Company values of honesty, fairness, hard work, performance and a love of construction.
    • Strong work ethic and eagerness to produce high quality results along with the ability to work independently, as well as part of a team.
    • Reviews and understands contract and change orders, including insurance, taxes, payment terms and financial impact of California labor laws.
    • Follows and implements proper internal controls, and acts as a main point of contact for any internal or external financial audits.
    • Other duties, responsibilities, or activities may be assigned at any time.