Finance Specialist

Description:

• Maintain a portfolio of client accounts as project manager and own the financial performance of those accounts including:

• Contract: own set up/renewal process, meet with client team to determine invoicing/project requirements
• Review revenue plan, billing plan, and all other contract attributes to ensure accuracy
• Backlog: notify consultants of upcoming contract expirations; monitor balances and identify opportunities to minimize balances
• Compile monthly billing packages including time and expense reports, a client budget control report, invoices, status of account receivables and client profitability
• Collect and maintain client contract/project documentation to ensure billing is compliant with agreed terms (timing, details, backup, etc.)
• Liaison with client account leads to generate invoices ensuring that all time and out of pocket expenses are billed in accordance with contract terms, including gathering necessary backup (receipts), securing approvals and distributing invoices
• Provide analysis of client surplus/deficit and make any required adjustments for month-end revenue reporting
• Prepare work in progress reports for management
• Develop and maintain databases and dashboards for the practice, ensuring accurate reporting
• Track execution of complex action items discussed during cross-functional meetings and working sessions
• Support and drive department business operations, financial processes and improvement/efficiency initiatives