FP&A Project Accountant

Overview

This role is for a Project Accountant to join the organization’s FP&A team and take ownership of the financial health of a business segment from day one. Responsibilities span the full project lifecycle—from financial set up and revenue recognition through billing, forecasting, and reporting. You will partner with account teams and business unit leaders to align budgets, actuals, and profitability across multiple business units.

FLSA Status: Exempt | Job Type: Full-Time

Responsibilities

• Own the financial lifecycle of projects, including initial setup, budget tracking, forecasting, and reporting
• Prepare project-level reconciliations and review budget balances, actuals versus budget, profitability, and monthly invoicing with key account leads
• Calculate revenue and accruals across three business units
• Lead the monthly revenue forecasting process, with weekly or biweekly check-ins with account teams
• Partner with the Accounts Receivable team to ensure monthly invoices are issued on time
• Review and approve scope and project setup to confirm alignment with client contracts, including brand, product, and pricing
• Validate adjustments to scopes, time entries, expenses, transfers, and write-offs in line with company policy
• Maintain accurate core project information in financial systems to support clean reporting and billing
• Deliver burn reporting, month-end reporting, invoicing reports, and audit reports
• Work across project and finance platforms, including Zoho (CRM), Workfront (project management), Sage Intacct (accounting and ERP), and Power BI (reporting)
• Collaborate with finance, operations, and sales throughout the life of each project
• Support project staffing and capacity planning for assigned business units
• Assist with ad hoc requests and audit reconciliations

Requirements

Must-Haves

• Advanced Microsoft Excel skills, including the ability to analyze and summarize large data sets
• Basic project accounting experience
• Working understanding of core financial concepts, such as revenue recognition
• Great positivity and energy, with a collaborative, can-do approach
• Proficiency in Microsoft Word, Outlook, and PowerPoint

Education

• Bachelor’s degree in Accounting or Finance

Preferred Qualifications

• Experience in a healthcare marketing agency environment (especially agency side)
• Pharma industry experience
• Hands-on experience with Workfront, Sage Intacct, or Power BI
• Experience with billing milestones, accruals, or monthly forecasting
• Familiarity with CRM tools such as Zoho

Compensation & Benefits

• Unlimited PTO
• 401K
• Pet Insurance
• Health, Dental and Vision
• Employer-paid STD, LTD, Critical Illness, Accident, Hospital, and Life Insurance
• Monthly bonus program: $500 to $2,500 for colleagues who go above and beyond and exemplify core values

Location

This role does not require travel. Colleagues located within 40 miles of a Relevate Health office (Cincinnati or New Jersey) work in a hybrid arrangement; all others work remotely.