1+ months

Field Financial Analyst

Houston, TX 77002
  • Jobs Rated


  • Coordinates contract legal reviews and signatures. Ensures that all required documentation is signed and returned to customer. Coordinates COIs and OCIP/CCIP documentation, if required.
  • Books new projects and change orders, sends notifications of job bookings to internal stakeholders.
  • Monitors job costs, identifies anomalies and provides managers with accurate feedback to enable effective and timely decisions.
  • Assists manager in creating monthly revenue and gross margin forecast. Monitors and tracks against forecast.
  • Carries out monthly project (WIP) reviews with project managers to identify any costing issues, billings required, schedule impacts; escalates any project issues to manager. Documents status and/ or issues on each project. If necessary, changes projected cost on projects.
  • Assists with monthly project billings ensuring customer requirements for detail and documentation are maintained. Works with Project Managers (PM) to minimize unbilled revenue. Works with customer and project managers to resolve any anomalies or issues.
  • Assists project managers and accounts receivable team to ensure timely payment of invoices.
  • Acts as second level approver for all project accounts payables invoices. Reviews invoices for accuracy and correct GL codes. Monitors PM queues regularly and reports issues to manager.
  • Monitors open PO report weekly, maintains accuracy and compares to monthly forecast.
  • Maintains and tracks Subcontractor COIs and lien waivers.
  • Reviews inactive projects on a monthly basis for trailing costs. Resolves any identified issues.
  • Runs labor utilization and other operational and financial reports as needed to provide managers current information. Resolves any identified issues.
  • Prepares and sends customer surveys monthly.
  • Acts as our customers best service provider always, thereby ensuring Convergint Technologies is the customers 1st choice for service.
  • Performs other duties and responsibilities as requested or required.



  • Information Technology

Jobs Rated Reports for Financial Analyst

Posted: 2021-10-22 Expires: 2021-12-22

Convergint is a global, service-based systems integrator whose top priority is service in every way – service to customers, colleagues, and community. Delivering value through unparalleled customer service and operational excellence has been foundational at Convergint. Our promise, and our number one objective, is to be our customers’ best service provider. 

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Field Financial Analyst

Convergint Technologies
Houston, TX 77002

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Financial Analyst
28th2019 - Financial Analyst
Overall Rating: 28/199
Median Salary: $85,660

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