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Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Prepare reporting packages for GARs, QBRs, and MBRs.
- Assist in variance analysis on revenue, cost, and margin.
- Maintain forecasting and budgeting trackers.
- Support month-end close and accrual preparation.
- Track account profitability and utilization trends.
- Prepare, review, and issue sales invoices in alignment with contract terms and billing requirements.
- Review and chase project WIP.
- Collect outstanding accounts receivable.
- Monitor billing deadlines and resolve discrepancies.
- Support audit requests and documentation (e.g., proof of service, invoice support).
- Reconcile timecards for proper project coding.
- Review and validate timesheets for accurate labor tracking.
- Manage expense coding across accounts.
- Review and approve employee expense reports in alignment with policy and client/account requirements.
- Track employee absences.
- Report HR metrics.
- Support workforce planning initiatives.
- Monitor and maintain data quality and account setup across systems to ensure accurate billing and reporting.
- Lead weekly operational syncs with account teams.
- Coordinate ordering of branded apparel, PPE, and safety supplies.
- Support data integrity across Salesforce and Intacct.
- Drive process improvements and standardization.
- Maintain operations record keeping and reporting.
- Manage contract change controls.
- Administer annual CPI increases.
- Record contract expansions and extensions.
- Drive early dispute resolution.
- Ensure compliance with documentation and approval requirements.
- Partner with Tax and Accounting to evaluate service taxability and financial impact.
- Track vendor costs to ensure proper billing treatment and accurate margins.
- Partner with Vendor Management to coordinate vendor onboarding and PO creation.
- Maintain contract and PO documentation.
- Track contract expirations and renewals.
- Process goods receipts and confirm services.
- Serve as a single point of contact bridging Finance, Operations, and Client teams.
- Drive revenue assurance and cost control at the account level.
- Enable data-driven decision making through timely, accurate reporting.
- Ensure a seamless client experience from onboarding through delivery.
- Proactively identify risks and resolve issues early.
- Lead or support process improvement and automation initiatives across Salesforce, Intacct, UKG, Smartsheet, Power Query, and related tools.
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Business Administration, or related field (or equivalent experience).
- 2+ years of experience in account coordination, finance operations, billing, or a similar role.
- Strong working knowledge of Microsoft Excel (pivot tables, lookups, basic formulas).
- Experience with ERP or financial systems (Intacct, NetSuite, SAP, or similar).
- Demonstrated ability to manage multiple workflows and competing deadlines.
- Excellent written and verbal communication skills with a client-facing presence.
- Preferred: Experience in the data center, mission-critical, or technology services industry.
- Familiarity with Salesforce, UKG, Smartsheet, and Power Query.
- Exposure to contract administration, vendor management, or audit support.
- Prior experience supporting QBRs, MBRs, or executive-level reporting.
Benefits
Comp & perks- Time to Recharge: Enjoy 8 company-paid holidays , 2 floating holidays , and PTO so you can rest, celebrate, and take care of what matters most.
- Comprehensive Benefits Package: Including Medical, Dental, and Vision that you can enroll in starting on Day 1. Coverage begins the first of the month following 30-days of employment.
- Peace of Mind: The Employee Assistance Program is available to all employees, even if you do not participate in the benefits package.
- Your financial future matters: Enjoy our employer-supported 401(K) with immediate 100% vesting, plus a 3% employer match and a 50% match on the next 2%.
- Wellness Support: Access to HSA , mental health resources, and gym discounts –because your health matters.
- Extra Protection & Perks: Through discounted group programs, such as legal services , home & auto insurance , pet insurance , and ID theft protection for life’s unexpected moments.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Variance AnalysisForecastingBudgetingFinancial ReportingContract AdministrationAccounts ReceivableExpense ManagementData AnalysisBilling ComplianceTimecard Reconciliation
Soft Skills
Excellent CommunicationClient-Facing SkillsProblem-SolvingWorkflow ManagementProcess Improvement
