Director of Strategy & Investment Decisioning at Fidelity, shaping strategic technology investment decisions. Leading cross - functional initiatives impacting customer interactions through live channels.
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Hybrid Lead Finance Analyst, Conversions, Modifications, Upgrades
Posted 2 months ago
About the role
- Lead Finance Analyst managing financial planning and project accounting responsibilities for GE Vernova. Collaborating with commercial and project operations teams to support financial outcomes and decision-making.
Responsibilities
- own financial planning, project accounting, and decision support across the ITO (Inquiry-to-Order) and OTR (Order-to-Remittance) lifecycle
- drive accurate orders/sales/cash forecasts
- ensure compliant revenue recognition, manage cost and margin outcomes
- support pricing, risk management, and approvals for upgrade and retrofit scopes
- build and review cost models, pricing waterfalls, margin analyses, and scenario sensitivities
- support risk/opportunity registers, commercial approvals, and contract terms impacting financials
- provide finance input to proposals, bid approvals, and negotiations; challenge assumptions and drive clarity on contingencies and change-order strategies
- drive change order financials, claims, and dispute resolutions; support cash collections and past-due reduction
- execute month-end close activities: accruals, deferrals, JE reviews, variance analyses, reconciliations
- set up project financials aligned with contractual performance obligations and operations outcomes
- ensure proper revenue recognition and billing aligned with policy & milestones
- track actuals, estimates, pacing, and budgets for CM&U, including analytics, reporting, and margin walks vs. baseline expectations
- ensure adherence to accounting policies, SOX controls, and documentation standards
- maintain strong balance sheet integrity (WIP, unbilled AR, advances, inventory/field materials)
- partner with Tax, Treasury, and Controllership on FX, VAT/GST, statutory needs, and audits
- drive process simplification, standard work, and digital tool adoption
Requirements
- Bachelor’s degree in Finance, Accounting, and or Economics
- 4+ years of progressive finance experience in project-based, manufacturing, or services environments
- Strong financial modeling, variance analysis, and forecasting skills
- Proficiency with ERP and reporting tools (e.g., SAP/Oracle; Tableau/Power BI; Excel)
- Demonstrated ability to partner cross-functionally and influence without direct authority
- Clear, concise communication skills (written and verbal); executive-ready presentations
- MBA, CPA, CFA, or equivalent professional certification is a plus
- CM&U/Upgrades/Retrofits or industrial services experience (energy, power generation, grid, renewables)
- Familiarity with ITO/OTR processes, commercial deal structuring, and contract risk management
- Lean/continuous improvement mindset; comfort with ambiguity and changing priorities
- High bias for action, ownership, and detail orientation with the ability to see the big picture
Benefits
- medical, dental, vision, and prescription drug coverage
- access to Health Coach from GE Vernova, a 24/7 nurse-based resource
- access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services
- GE Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions
- access to Fidelity resources and financial planning consultants
- tuition assistance
- adoption assistance
- paid parental leave
- disability benefits
- life insurance
- 12 paid holidays
- permissive time off
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