Financial Planning and Analysis

• Lead monthly, quarterly, and annual forecasting processes for PSO revenue, costs, and margins.
• Build driver-based models for utilization, backlog, project profitability, and staffing needs.
• Partner with PSO leadership to evaluate and review SOWs, ensuring financial viability and alignment with margin targets.
• Support contract structuring, pricing strategies, and deal review for customers.
• Act as a trusted advisor to PSO leaders, helping them make data-driven decisions on staffing, delivery models, and resource allocation.
• Deliver accurate and timely financial reports, dashboards, and KPIs for PSO leadership.
• Review project-level and customer-level profitability, identifying risks and opportunities to improve outcomes.
• Track and report on services backlog, utilization, realization rates, and margin performance.
• Responsible for company-wide software subscription renewals and user count management & reporting.
• Ensure accurate and compliant revenue recognition for professional services under GAAP, including fixed-fee, time & materials, and milestone-based contracts.
• Partner with Accounting to reconcile project revenue, deferred revenue, and margin reporting.
• Maintain strong internal controls and compliance related to PSO financials.
• Support annual PSO financial statement audit.
• Drive process improvements in project financial tracking, revenue recognition, and forecasting accuracy.
• Collaborate with HR and PSO operations to align headcount planning and SOWs with enterprise customer needs.
• Ensure compliance with accounting standards (GAAP) in services revenue recognition.
• Support audits, internal controls, and compliance requirements related to PSO.

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