Financial Services project manager

Job#: 2027486

Job Description:

**If you are interested, please send your resume to Jordan at [email protected]**
Title: Financial Services Project Manager
Location: San Antonio, TX (Hybrid, onsite 4 days required)
Performs budgeting and financial analysis.  This successful candidate will have superb critical thinking, exhibit a discipline and drive for complex analytics, a passion for providing exceptional financial services, demonstrate creativity and innovation by finding solutions to financial challenges including resource optimization. Responsible for supporting the financial management of the organizations programs, ensuring that program budgets are established, monitored, and controlled to maximize program value creation. The role includes developing and supporting a culture of financial discipline, collaboration, and continuous learning to drive business value creation, operational excellence, and people development. This position offers an exciting opportunity to leverage your expertise in financial analysis and strategic planning to drive programs’ success. The ideal candidate will have a proven track of success in financial analysis, budgeting, and forecasting, as well as strong communication and problem-solving skills.


Tasks and Responsibilities

·   Financial Point of Contact and trusted Financial Advisor to designated Business Units/Areas.
·   Collaborate with the Program Financials team to develop and maintain program financial models to support investment decisions, including the assessment of ROI and other key financial metrics.
     Partners with designated Business Units/Areas to coordinate the annual development of the 5-Yr Labor, Operating and Capital Budgets.
·    Reviews and challenges budgetary submissions to ensure they are adequate and in alignment with strategic direction & operational requirements.
·    Mentor and coach junior team members, providing guidance and support to enhance their skills and capabilities.
·    Develop and maintain a culture of financial discipline and continuous learning within the program financials team, including participating in training and coaching opportunities. 
·    Support the development and maintenance of program financial dashboards to monitor program performance against established objectives. 
·     Leads & coordinates the monthly reforecasts (Latest Estimate Process) of the Capital and Operating & Maintenance portfolios including key drivers for variances between actual vs. expected performance.
·     Evaluates staffing requests to ensure they are within authorized capacity and within budgeted resources.
·     Examines and assesses the Latest Estimate submissions to include the development of mitigation plans to offset unfavorable projections.
·     Advises customers on potential operational efficiencies which may result in cost savings.
·     Assists with Business Case developments, capital determinations, write-offs of obsolete inventory and related financial services activities.
·     Maintains and recommends changes to SAP master data in support of Operating & Maintenance and Capital reporting.
·      Assists with providing financial data for benchmarking purposes or for other purposes as deemed necessary by the operational areas.
·      Supports process improvement initiatives resulting in overall operating and/or reporting efficiencies.
·      Performs other duties and serves on special project teams as assigned.

Minimum Qualifications

 ·          Advanced degree in Finance, Economics, Math, Accounting, or other quantitative field from an accredited university

   ·          At least one of the following certifications: Certified Public Accountant, Certified Internal Auditor, Certified Management Accountant, Certified Payroll Professional, Certified Treasury Professional, Chartered Financial Analyst

   ·          Extensive institutional knowledge related to posted position can be substituted in lieu of Advanced Degree or Certification.

 ·          Bachelor’s degree in Accounting, Finance, Economics, Statistics, Mathematics or a related field from an accredited university.

·          Excellent relational, analytical, planning, multi-tasking, negotiating, problem-solving, verbal, written and communication skills

·          Strong financial management, internal controls, and financial analytical foundation

·          Organizational agility - solid & proven aptitude to seamlessly navigate through the organization and work with different levels of management,  personalities, and ambiguity but still produce solid and useable results

·          Proven critical thinking & analytical skills - problem diagnosis, resolution options, successful plan execution

·          Commitment, drive and resolve for producing comprehensive, high quality work

·          Delivery of exceptional customer service

·          Possess strong personal computer skills (i.e. Word, Excel, Power Point, etc.)

·          A valid Texas driver’s license with a history of a safe driving record, in accordance with CPS Energy policies, procedures, safety standards and applicable laws and regulations.

·          Ability to work independently with minimal supervision

Preferred Qualifications

·          Experience with ERP (Enterprise Resource Planning) solutions such as SAP, PeopleSoft, or Hyperion

·          Experience with the electric or gas utility industry gained through experience at an electric / gas utility, an investment bank, consultant, or other professional service provider serving the industry.


Must Have

  • Advanced Excel Skills
  • detail oriented
  • Experience with financial modeling
  • Organized Planned










EEO Employer

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. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join 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 ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Employee Type:

San Antonio, TX, US

Job Type:

Date Posted:
May 23, 2024