Project Finance Specialist

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Position Summary

The Project Finance Specialist (PFS) supports all non-tradeshow projects by ensuring seamless financial operations across project lifecycles. This role partners closely with Design Project Managers to oversee AR / AP, budgets, change orders, and reporting. The PFS also contributes to RGIs collaborative estimating process, providing financial validation and insights that strengthen cost accuracy and process efficiency.

Responsibilities & Accountability

1. Financial Transaction Oversight

Manage project AR / AP transactions with PM and PMAA support

Track budgets against actual performance in real time

Ensure financial data integrity across all projects

Manage change order requests

2. Estimating Process Contributions

Validate budget assumptions and cost allocations during estimating

Provide historic cost analysis to strengthen cost libraries and templates

Attend kickoff meetings and ensure financial alignment from the start

3. Partnership with Project Managers

Support Design PMs by embedding financial checkpoints in project milestones

Present budget vs. actuals in biweekly meetings

Provide insights into profitability and cost optimization for future projects

4. Process Management & Improvement

Maintain active / inactive / closed project records and reporting

Recommend finance workflow improvements, including automation and reporting enhancements

Ensure compliance with RGI cost-code structure

5. Cross-Functional Collaboration

Align with Accounting Manager and Estimator to ensure financial data supports estimating and project execution

Escalate concerns when AR / AP timelines or budgets are at risk

Actively contribute to new project management platforms and process integrations

Qualifications & Skills

Required :

5+ years related project accounting or finance experience

High School Diploma / GED required; Associate degree preferred

Proficiency in Microsoft Office and ERP / accounting systems

Strong attention to detail and analytical skills

Ability to manage multiple deadlines with accuracy

Preferred :

Bachelors degree in business, finance, or related discipline

Experience supporting design-build or project-driven organizations

Exposure to tradeshow finance principles (to support cross-functional workload coverage)

Accountability Framework

The PFS is accountable for the financial success of RGIs non-tradeshow projects. Success is measured by accuracy of project financials, effective partnership with PMs, timely AR / AP execution, and contributions to estimating and process improvement.

About RGI Creative

RGI Creative is a multidisciplinary design-build firm specializing in immersive exhibits, events, and environments. With over four decades of experience, we combine storytelling, technology, and craft to transform space into meaningful experience. Our team of creatives, engineers, and fabricators work under one roof to build projects that inspire, educate, and endure. At RGI, we lead with empathy, design with purpose, and deliver with precision.