Associate Financial Analyst
Position is located in Collegeville, PA
Provide financial support, ensuring accurate configuration and maintenance of project financial data / activity within the Company’s Project / Contract accounting and tracking system. Assist with the review and analysis of project financial activity to ensure adherence to identified internal control requirements and compliance with Company financial policies and procedures.
Coordinate loading of global project budgets to financial management system. Review / reconcile loaded project budgets to ensure accuracy against contracted values.
Coordinate loading of payment schedule. Review / reconcile loaded project payment schedule to ensure accuracy against contracted values and compliance to negotiated contract terms.
Confirm setup of the Project and Contract header information.
Coordinate configuration of Project and Contract modules, including assignment of Rate Sets / Plans to Activities, configuration of Contract Lines and establishment of Billing / Revenue Limits.
Review / monitor rate exception reports and coordinate resolution of rate issues in a timely manner with the Global Project Services Group.
Ensure review and completion of Project Check-off list throughout the project lifecycle (Activation, Configuration and Close-out).
Monitor monthly compliance reports, to ensure timely reporting of revenue and billing deliverables by Project Manager.
Complete project close-out procedures and communicate Project Status Action to the Global Project Services Support Group.
Perform project level unbilled/unearned reconciliations as required.
Monitor Unbilled, Write-off Activity and Over the Limit exception reports and resolve/escalate unusual activity.
Assist in the preparation of invoice backup requirements, and client reconciliation requests as required.
Complete assigned Monthly and Quarterly Sarbanes Oxley reporting requirements.
Ensure that all financial and accounting records are thoroughly maintained and complete in preparation for independent audits.
Work independently and prioritize workload in order to meet monthly deadlines.
Assist with other special project reporting and analysis as required.
Perform any other duties as assigned.
All responsibilities are essential job functions unless noted as nonessential (N).
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
- Knowledge of Peoplesoft Financials.
- General knowledge of Accounting, budgeting, and planning.
- Knowledge of Microsoft Office applications.
- Data analysis and manipulation skills.
- Ability to prioritize and coordinate multiple work requirements to meet deadlines.
- Ability to establish and maintain effective working relationships with coworkers, managers and clients.
- Ability to exercise judgment within procedures and practices to determine appropriate action.
MINIMUM REQUIRED EDUCATION AND EXPERIENCE
Bachelor’s degree or High School qualification with 5 years’ experience in billing and/or accounting; or equivalent combination of education, training and experience.
Must have experience with PeopleSoft Financials
Minimum of one year experience with accounting, budgets and planning
Extensive use of telephone and face-to-face communication requiring accurate perception of speech.
Extensive use of keyboard requiring repetitive motion of fingers.
Regular sitting for extended periods of time.
EEO Minorities/Females/Protected Veterans/Disabled
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