Lumston

Billing Specialist

• Monitors data and reports and coordinates with account team to resolve errors
• Communicates time and expense reminders in support of month-end close
• Supports time and expense management, including interaction with client tracking systems
• Creates client invoices, coordinates delivery, and monitors month-end invoice process
• Supports accounts receivable activities
• Supports AP entry for contractor expenses
• Supports contract compliance and internal contract audits
• Scans and stores contracts, statements of work, and extension authorizations
• Works with Business Operations teams to align on common account success measures
• Reviews and monitors project budgets

Accountant

• Prepare and post journal entries in accordance with US GAAP
• Support month-end close activities, including accruals, amortization, depreciation, and reclassifications
• Maintain and reconcile balance sheet accounts, investigating and resolving variances
• Support data gathering and analysis for tax, compliance, and regulatory reporting processes
• Pull, organize, and retain supporting documentation for monthly close and annual audit purposes
• Maintain accurate documentation and accounting records
• Support process improvements and special projects as assigned

Staff Accountant II

Analyst

• Creates, updates, and manages client, engagement, project, task, and assignment (roll-offs and extensions) information in Point B systems
• Monitors data and reports and coordinates with account team to resolve errors
• Communicates time and expense reminders in support of month-end close
• Supports time and expense management, including interaction with client tracking systems
• Creates client invoices, coordinates delivery, and monitors month-end invoice process
• Supports accounts receivable activities
• Supports AP entry for contractor expenses, as applicable
• Supports revenue recognition
• Supports contract compliance and internal contract audits
• Scans and stores contracts, statements of work, and extension authorizations
• Works with Business Operations and Industry teams to align on common account success measures
• Reviews and monitors project budgets
• Provides account support in various forms, as requested
• Identifies and documents opportunities to automate personal work responsibilities
• Supports team efforts and builds authentic relationships with individuals in work groups and teams
• Consistently demonstrates and lives Point B cultural tenets and values

Senior Billings Analyst

Account Executive

• Build and expand a portfolio of strategic accounts, leveraging existing trusted relationships and developing new ones, resulting in measurable growth (revenue, renewals, expansions, referrals).
• Identify target accounts and customers within the accounts based on the expertise we can provide.
• Qualify and drive sales opportunities throughout the sales cycle.
• Monitor and manage client expectations and perception of pre- and post-product delivery.
• Create strategic account plans, forecasts, and execution strategies.
• Act as a bridge between delivery and sales.
• Manage existing accounts and assist with statement of work creation modification and submission.
• Assist with account profitability and invoicing.
• Responsible for revenue forecasting accuracy.

Billing Specialist

Staff Accountant II

Senior Billings Analyst

IT Sales Executive