Overview
This role supports large, complex client engagements with significant contractual and reporting requirements, consulting practices, and/or recurring operational processes. You will independently manage assigned work, resolve issues within established policies, and proactively identify opportunities to improve efficiency and accuracy. Success requires strong financial operations experience, analytical skills, clear communication, and a commitment to continuous improvement.
Responsibilities
Responsibilities may include supporting client engagements with complex contractual and reporting requirements, supporting consulting practices, and/or owning recurring operational processes.
Project Setup and Contract Administration
- Review contractual agreements and partner with project managers to establish project structures that support engagement requirements and align with organizational policies.
- Create and maintain project records, task structures, funding, billing rates, and classifications in project financial management systems.
- Validate labor and expense funding against contractual requirements, identify discrepancies, and coordinate corrections with the appropriate teams.
- Identify special invoicing requirements and coordinate the setup and processes needed to support accurate, timely billing.
- Track project setup and funding requests, resolve outstanding questions, and communicate status and dependencies.
Project Execution and Financial Operations
- Serve as a primary internal operational contact for assigned engagements, practices, or processes, independently resolving issues within established policies and escalating exceptions with clear analysis and recommended actions.
- Review time and expense transactions for accurate task usage, contractual rates, and appropriate revenue and cost treatment; coordinate corrections and adjustments as needed.
- Troubleshoot time-entry issues and follow up on missing time to support complete and timely reporting and billing.
- Partner with project managers and Finance to support revenue and expense forecasts, investigate variances, and explain operational factors affecting project results.
- Coordinate routine, month-end, quarter-end, and approved off-cycle invoicing requirements, including special year-end or advance-billing requests.
- Support resolution of invoice discrepancies and outstanding receivables in collaboration with the responsible internal teams.
- Represent Operations in project reviews and forecast discussions, communicating risks, unresolved issues, and required actions.
- Support complex contractual reporting requirements and recurring operational reporting for assigned engagements or practices.
Project Closure and Specialized Administration
- Review project balances, backlog, and outstanding activity to identify engagements ready for closure.
- Verify that labor and expenses have been appropriately invoiced, confirm payment status, and coordinate resolution of remaining items before submitting project closure requests.
- Administer internal and specialized project types in accordance with established procedures.
- Monitor specialized tax-related project activity and coordinate accurate, timely billing.
- Track operational support requests, maintain accurate records, and ensure timely resolution and closure.
- Maintain supporting documentation and identify policy exceptions, control gaps, or operational risks requiring attention.
Process Ownership, Improvement, and Mentoring
- Own assigned operational processes from end to end, managing recurring activities, dependencies, deadlines, and issue resolution.
- Proactively identify inefficiencies, recurring errors, and opportunities to simplify and standardize work.
- Recommend and implement improvements that increase accuracy, reduce manual effort, and strengthen operational consistency.
- Use Excel, AI tools, and other available technologies to improve analysis, documentation, and workflow efficiency; validate outputs and follow applicable organizational policies.
- Develop and maintain procedures, job aids, and standard practices.
- Mentor colleagues, share practical knowledge, and help others build confidence in resolving operational issues.
- Coordinate process changes with affected teams and communicate requirements, impacts, and expected outcomes.
Qualifications
- Five or more years of relevant experience in financial operations, consulting operations, project accounting, billing, contract administration, or a closely related function, including independent ownership of complex work and cross-functional issue resolution.
- Bachelor’s degree in business administration, accounting, finance, or a related field.
- Strong understanding of financial operations, including project funding, billing, reconciliations, and financial reporting.
- Experience interpreting contractual requirements and applying business policies to operational activities.
- Proficiency in Microsoft Excel for analyzing financial information, reconciling data, and investigating discrepancies.
- Experience using AI tools to improve work efficiency, such as supporting analysis, drafting documentation, or streamlining recurring tasks, with sound judgment in validating outputs and handling business information.
- Demonstrated ability to own recurring processes, identify improvement opportunities, and follow issues through to resolution.
- Strong analytical and problem-solving skills, including the ability to identify root causes, evaluate options, and recommend practical solutions.
- Ability to manage competing priorities, maintain attention to detail, and meet deadlines in a changing environment.
- Clear written, verbal, and interpersonal communication skills, including the ability to explain complex issues and coordinate action across internal teams.
- Ability to learn and apply new financial systems, tools, and procedures.
Preferred Qualifications
- Experience supporting professional services, consulting, or healthcare consulting organizations.
- Familiarity with time-and-materials and fixed-price engagement models.
- Experience supporting large or complex contracts, consulting practices, or specialized reporting requirements.
- Experience with Oracle financial applications or other enterprise project financial management systems.
- Experience supporting month-end and quarter-end activities, project forecasting, or billing issue resolution.
- Demonstrated success implementing process improvements or using technology to reduce manual work and recurring errors.
- Experience mentoring colleagues, providing peer guidance, or developing operational procedures and training materials.
- Experience collaborating with geographically distributed teams.
Compensation & Benefits
US Hiring Range (USD):
- $29.81 - $63.65 per hour
- $62,000 - $132,400 per year
- May be eligible for equity
Benefits (US):
- Medical, dental, and vision insurance, including expert medical opinion
- Short term disability and long term disability
- Life insurance and AD&D
- Supplemental life insurance (Employee/Spouse/Child)
- Health care and dependent care Flexible Spending Accounts
- Pre-tax commuter and parking benefits
- 401(k) Savings and Investment Plan with company match
- Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
- 11 paid holidays
- Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
- Paid parental leave
- Adoption assistance
- Employee Stock Purchase Plan
- Financial planning and group legal
- Voluntary benefits including auto, homeowner and pet insurance
Location
United States (US)