Digital Financial Specialist

Location

• US Based

Required Qualifications

• 1–2 years of progressive experience in project coordination, financial analysis, business operations, or Project support
• Exposure to financial tracking, budget management, or project coordination in a professional or academic setting
• Exposure to financial close processes, budget reconciliation, or cost tracking in a professional environment
• Experience supporting project coordination or Project management in a technology services or consulting environment
• Familiarity with Salesforce, Smartsheet, or similar CRM and project management platforms
• Experience working cross-functionally with Finance, HR, or operational teams
• Proficiency in Microsoft Excel including pivot tables, XLOOKUP, and basic financial modeling; ability to build and maintain budget tracking models.
• Developing understanding of financial processes — budgets, actuals, forecasts, and variance analysis; ability to identify and investigate discrepancies.
• Experience with or ability to quickly learn project and financial systems such as Salesforce, EMPOWER, and Smartsheet.
• Strong attention to detail — identifies data quality issues and discrepancies before they are surfaced by others.
• Clear written and verbal communication — can summarize complex financial status for a non-financial audience.
• Ability to manage multiple workstreams simultaneously, prioritize under time pressure, and consistently meet deadlines.
• Comfort operating with ambiguity — determines what needs to be done and takes action without waiting for a fully defined task list.
• Self-starter instinct — proactively identifies and resolves problems rather than waiting to be directed.
• Strong collaboration and interpersonal skills; ability to build effective working relationships across Finance, HR, delivery teams, and practice leadership.
• Curiosity and willingness to continuously learn new tools, processes, and practices.
• Proficient in Microsoft Office 365 applications including Excel, Outlook, Teams, and SharePoint.

 

Certain states and localities require employers to post a reasonable estimate of salary range. A reasonable estimate of the current base pay range for this position is $60,000 to $77,000 annually. Actual salary will be based on a variety of factors, including shift, location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that are not included in the base pay.  

The well-being of WWT employees is essential. So, when it comes to our benefits package, WWT has one of the best. We offer the following benefits to all full-time employees: 

• Health and Wellbeing: Health, Dental, and Vision Care, Onsite Health Centers, Employee Assistance Program, Wellness program 

• Financial Benefits: Competitive pay, Profit Sharing, 401k Plan with Company Matching, Life and Disability Insurance, Tuition Reimbursement 

• Paid Time Off: PTO and Sick Leave (starting at 20 days per year) & Holidays (10 per year), Parental Leave, Military Leave, Bereavement 

• Additional Perks: Nursing Mothers Benefits, Voluntary Legal, Pet Insurance, Employee Discount Program 

We strive to create an environment where all employees are empowered to succeed based on their skills, performance, and dedication. Our goal is to cultivate a culture of belonging that encourages innovation, collaboration, and respect for all team members, ensuring that WWT remains a great place to work for All! 

 

If you have any questions or concerns about this posting, please email taposting@wwt.com. 

 

 

Qualifications

Why WWT

 

At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. WWT is dedicated to achieving its mission of creating a profitable growth company that is also a Great Place to Work for All. We achieve this through our world-class culture, generous benefits and by delivering cutting-edge technology solutions for our clients.

Founded in 1990, WWT is a global technology solutions provider leading the AI and Digital Revolution. WWT combines the power of strategy, execution and partnership to accelerate digital transformational outcomes for organizations around the globe. Through its Advanced Technology Center, a collaborative ecosystem of the world's most advanced hardware and software solutions, WWT helps clients and partners conceptualize, test and validate innovative technology solutions for the best business outcomes and then deploys them at scale through its global warehousing, distribution and integration capabilities.

 

With over 12,000 employees across WWT and Softchoice and more than 60 locations around the world, WWT's culture, built on a set of core values and established leadership philosophies, has been recognized 14 years in a row by Fortune and Great Place to Work® for its unique blend of determination, innovation and creating a great place to work for all.

 

Want to work with highly motivated individuals on high-performance teams? Join WWT today!

 

What is the Solutions Consulting & Engineering Team and why join?

Solutions Consulting & Engineering is an organization that is customer-focused and solutions-led. We deliver end-to-end and emerging solutions to drive customer satisfaction and increase profitability and growth. Our world-class management consulting, delivery excellence, and engineering brilliance enable our success. We embody the OneWWT mindset by bringing the right talent at the right time from anywhere within WWT to solve our customer’s problems. Our goal is to bring together business acumen with full-stack technical know-how to develop innovative solutions for our clients’ most complex challenges. 

 

Job Summary

The Digital Project Specialist supports the CS Digital Practice by owning the financial health and operational coordination of active digital engagements. This role sits at the intersection of financial project controls and Project coordination — responsible for maintaining accurate budget tracking, supporting the monthly financial close cycle, and ensuring that project data, staffing records, and operational processes are current and reliable across the practice.

 

The Digital Project Specialist works directly with Practice Leads, Project Managers, Finance partners, and client-facing consultants to surface financial risks, coordinate project logistics, and keep delivery teams running without friction. This is a hands-on ownership role that requires financial acumen, strong organizational instincts, and the initiative to resolve problems before they become escalations. It is distinct from the senior Digital Project Specialist role, which requires five or more years of experience and independent Project ownership.

 

Responsibilities

Financial Project Controls

• Track and maintain project budgets, actuals, and forecasts for active engagements, ensuring alignment between the practice budget tracking system and the WWT Finance system.
• Support the monthly financial close cycle: pull actuals, reconcile against the practice budget tracker, investigate discrepancies, and deliver clean, documented summaries to Finance.
• Identify budget variances and determine appropriate resolution — distinguish between data entry errors, timing differences, and substantive financial issues, and escalate when needed.
• Oversee financial elements within the Project Management Application, including KPI tracking, Change Orders, and Invoice coordination.
• Communicate financial status proactively to Project Managers and Practice Leads; flag risks before they surface in reporting cycles.
• Build and maintain Excel models to support budget tracking, variance analysis, and financial reporting.

 

Project Coordination

• Maintain the Staffing and Project Tracker with current resource assignments, project status, engagement timelines, and roll-off dates — keeping data current between reporting cycles, not just at scheduled updates.
• Coordinate project initiation logistics: system access requests, engagement setup, onboarding documentation, and first-week scheduling for project team members.
• Track open action items, risks, and decisions across active engagements; follow up proactively on blockers before they require escalation.
• Support project status reporting by consolidating data from multiple sources into clear, ready-to-share updates for internal stakeholders and leadership.
• Assist in managing changes to project scope, schedule, and budget, ensuring documentation is updated and communicated to the appropriate stakeholders.
• Act as a coordination point between delivery teams and internal functions including Finance, HR, Legal, and IT when project-level issues require cross-functional resolution.
• Actively participate in project meetings and lead meetings when appropriate.
• Provide input regularly for status reports and portfolio reviews.

 

Continuous Improvement & Operations

• Identify patterns in recurring operational issues — data quality gaps, process breakdowns, communication delays — and propose documented improvements.
• Maintain and improve process documentation and financial procedures to reduce reliance on tribal knowledge.
• Use AI tools including Glean, Microsoft Copilot, and Claude Cowork to surface information, draft communications, and reduce manual overhead.
• Follow best practices and ensure that all project and financial documentation requirements are met and current.
• Ensure compliance with WWT's Project Management and Delivery methodology.