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Portfolio Finance Manager
FluencePortfolio Finance Manager overseeing financial management of BESS projects to ensure compliance and operational excellence. Collaborating with internal stakeholders and managing contract administration.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced project accounting methods and risk management expertise, ensuring adherence to commercial contract terms while managing project performance and financial transparency. Proficient in utilizing project management software and maintaining compliance with accounting guidelines.
Highest-signal resume keywords
Project Accounting MethodsProject Risk ManagementNetSuiteSAPSpanish Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ManagementProject Lifecycle KnowledgeCommercial Contract TermsChange Order ManagementOrder-to-Cash Internal ControlsProject ForecastingContract Penalty MitigationProject Performance ImprovementPurchase Requisition ProcessingInvoice Verification
Soft Skills
Negotiation SkillsOrganizational SkillsCommunication Skills
Tools & Technologies
NetSuiteSAPUnifier PrimaveraMS Office
Certifications & Qualifications
Bachelor’s Degree in Accounting or FinanceMBACPA
Industry Keywords
Energy SectorProject ManagementFinancial ResponsibilitySupplier ClaimsPerformance GuaranteesLiquidated DamagesSales Tax RequirementsProperty Tax RequirementsPersonal Tax Requirements
About the role
Key responsibilities & impact- Be financially responsible for a portfolio of projects within the Americas region
- Work closely with project managers to provide timely transparency around project performance against budget and maintain monthly Estimates at Completion for Revenue, Cost, and Margin.
- Ensure adherence to applicable accounting guidelines
- Ensure adherence to commercial terms and conditions and highlight associated risks
- Ensure accurate project forecasts, incorporating known risks and opportunities
- Execute internal controls related to Order-to-Cash
- Drive to improve project performance through change orders and supplier claims
- Review, verify and process project related transactions (purchase requisitions, invoices, etc.)
- Track, evaluate and work to mitigate contract penalties such as performance guarantees and liquidated damages for delays
- Organize project reviews throughout the life of each contract
- Report Non-conformance costs and help to identify Solution Groups
- Manage construction subcontractors and other suppliers to maintain project delivery timeline and quality
- Understand and manage sales, property, and personal tax requirements
- Work to continuously improve project onboarding and execution processes
Requirements
What you’ll need- 5+ years of financially managing large projects, preferably in the energy sector
- Advanced understanding of project accounting methods, including POC revenue recognition
- Advanced knowledge of project related activities and the project lifecycle
- Advanced understanding of commercial contract terms and conditions
- Advanced understanding of project risk management requirements in the areas of insurance, securities, guarantees, liquidated damages, etc.
- Experienced in negotiating directly with customers and suppliers
- Experienced in the use of NetSuite, SAP, Unifier Primavera or similar systems
- Strong background in using MS Office software: Excel, Word, and PowerPoint
- Bachelor’s degree with a major in accounting or finance
- MBA or CPA a plus
- Proficiency in Spanish (written and spoken) is a plus
Benefits
Comp & perks- Health insurance
- Retirement plans