Completes PSA system contract setup tasks: Review and understand the won opportunity contract, estimate and obligations prior to commencing setup, set up contract components to ensure proper integration with the Oracle ERP system, setup required Fixed Fee and Fixed Fee Billing Schedules to support project POC and milestone billing, setup required T&M Billing Rates to support project T&M billing, initiate resource requests for resource assignment process.
Completes PSA labor and expense-based project setup tasks: Setup based on the practice specific templates and type of labor and expense project, setup budget information, assign resources, assign default billing roles, assign Fixed Fees, assign task level budget hours information.
Create Billing Milestone tasks.
Completes resource assignment process tasks.
Completes Contract and Project Review and release for integration to ERP system.
Conducts Contract Management & Compliance support, including but not limited to project contract billing, revenue, and forecast reconciliations, etc., as needed.
Conducts Project Setup Audits and assists projects managers with financial related setup to ensure the Project Management related PSA setup meets financial contract obligations.
Prepares or directs more junior team members on project-related Month-end schedule by coordinating with accounting and managing Project Management and Consulting & Delivery compliance to Month-end deliverables, including but not limited to: Time and Expense Submission and Approval Compliance Management, verifying Fixed Bid % Complete Compliance by PMs, Time and Materials Billing support, as needed.
Assists with reporting, communication, and management of process compliance.
Acts as a Project Operations & PSA Liaison to: Accounting, Delivery Leadership and Project Manager / Owners, Sales Operations, Sales, Compliance and Procurement.
Completes special project-related tasks, as assigned.
Manages Delivery Survey process and reporting.
Completes specific departmental reporting updates and evaluation of key departmental reports. Makes recommendations to Project Operations management for actions to be taken.
Take on administration of process/systems managed and used by the Project Operations team and be a key participant in systems-related meetings as a Project Operations stakeholder representative, as assigned.
Owns execution of Project Change Orders and related process: Evaluates, assesses, and produces deduct and cancellation Change Orders for the Project Management Office to ensure accurate contract values are documented and reflected. Provides to Project Managers and/or CSMs to gather appropriate signatures.
Trains Project Managers on Change Order process and related procedures for them to complete Change Orders independently.
Assists Project Managers with Change Order creation and processing, where needed.
Leads, mentors and trains more junior Project Operations staff who support the project Change Order process.

Requirements

Strong understanding of Professional Services and Managed Services Statement of Work constructs and how they translate into accounting and project setup constructs.
Project Accounting background or knowledge
Ability to understand and communicate financial and project process concepts; proficient with Project Accounting, Excel, Visio, and other Office products. Proficient with Microsoft Project, Net Suite OpenAir, CRM, and SharePoint, desired.
Ability to influence with or without direct supervisory authority to address business needs
Ability to identify information needed to seek clarity, problem solve and drive decision-making.
High attention to detail and thoroughness
Ability to adapt quickly to changing technology.
Self-directed, consistent, and reliable
Team player, strong collaborator
Strong time management skills
Strong organizational and planning skills
Strong written and verbal communication skills
Deep knowledge of the Microsoft Suite of products, especially Excel. Familiarity with Project and Visio, desired.
5 – 7 years of related experience
College degree or equivalent work experience

Benefits

Medical, dental, vision
tax-advantaged health care accounts
financial and income protection benefits
paid time off (PTO) and wellness time off.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

Project AccountingContract ManagementChange Order ProcessBudget ManagementFinancial ReconciliationResource AssignmentBilling Milestone CreationProject Setup AuditsCompliance ManagementForecasting

Soft skills

Attention to DetailProblem SolvingDecision MakingAdaptabilitySelf-DirectedCollaborationTime ManagementOrganizational SkillsCommunication SkillsMentoring