Associate, Account and Engagement Finance Services
- Support account and engagement financial processes, including budgeting, forecasting, invoicing, reconciliations, and reporting
- Prepare, review, and maintain financial data for client accounts and engagements across multiple workstreams
- Track financial activity and identify variances, discrepancies, and items requiring follow-up
- Use financial systems and reporting tools to analyze data and support account management activities
- Coordinate with cross-functional stakeholders to support engagement financial operations and meet reporting deadlines
A successful candidate would possess these skills:
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to provide clear guidance to others
The Team Our GPS EFA practice supports engagement teams in defining requirements we sign up to in our contracts. We help to define staffing and other forecast items in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for engagements' phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients' projects on track and on cost. Qualifications Required:
- Bachelor's degree
- 1+ years of experience in a finance/financial analysis role
- 1+ years of experience with the entire Microsoft Office Suite, including intermediate to advanced Excel and PowerPoint skills
- 1+ years of experience summarizing results and producing management reports
- Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Preferred:
- Experience in a professional services environment
- Experience supporting account or engagement financial management activities
- Experience preparing financial reports for leadership or business stakeholders
- Experience with enterprise resource planning platforms or customer relationship management systems
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