Operations Specialist (Remote)

JOB SUMMARY:

The Operations Specialist will report directly to the Sr. Manager, Project & Service Operations and will execute and

on deliver a range of responsibilities to comply with Finance requirements and support Project Managers with their

project financial administration to promote a successful client experience. This role will also

be responsible for the internal end to end administration of professional service engagements

including client billing preparations, metric analysis, scheduling, vendor purchase order creations and

vendor bill reconciliation/approval related to professional service engagements.

SUMMARY OF ESSENTIAL JOB FUNCTIONS:

Engagement / Project Administration:

• Complete project set-up & validation within the Professional Services Automation (PSA) and

Finance & Operations systems and ensure the project financials are accurate based on the

Statement of Work (SOW), Level of Effort (LOE), and/or Purchase Order (PO).

• Manage specific project portfolios and determine appropriate billing opportunities based on

status of projects and client contractual obligations.

• Generate vendor POs and review/approve incoming vendor bills associated to professional

services engagements.

• Collaborate with the Project Manager(s) and account teams to initiate and generate client

invoices.

• Ensure ongoing revenue recognition as delivery is performed.

• Complete any financial adjustments/corrections as needed.

• Complete project closure procedures including reconciliation of financials.

• Provide proper hand off to the Client Service Center for project resource assignment.

Service Operation:

• Provide governance and ensure all relevant documentations are represented.

• Capture project related data in efforts to manage & improve processes as well as report. and

analyze metrics and trends around resource utilization, contingent staff (OEM, Staff Aug),

placeholder hours etc. Provide recommendations to management.

• Capture reporting requirements and work with internal teams to procure reports for internal

teams

• Perform as needed project administrative duties to facilitate the booking and billing related

functions.

• Perform data clean-up and ongoing maintenance efforts focused around project data integrity

and recouping of unrecognized revenue.

• Provide support & guidance on backend/ operational, and administrative functions performed

by those in the Project Manager role.

• A liaison to finance and Client Service Center

• Continually implement continuous improvement

• May perform other duties as assigned by supervisor.

REQUIRED SKILLS AND COMPETENCIES:

• Minimum of 3 years of experience in operations, project management, and/or finance.

• Ability to be flexible and adapt to changing priorities and operate in a fast paste environment

with high volume of requests.

• Highly analytical and have strong ability to analyze systems and data.

• Ability to interpret data that is being presented and understand how and where that data is

being produced.

• Superior coordination and operations logistics abilities

• Must have strong level of attention to detail to process and highly organized.

• Effective communication and presentation skills.

• Ability to plan, execute and manage multiple initiatives.

• Strong interpersonal skills and the ability to work effectively with a wide range of audiences in a

diverse community.

• Proficiency in Microsoft Office (Word, Excel, PowerPoint, etc.).

• Experience with Professional Services Automation (PSA) tool & Financial Systems: Kimble &

Dynamic 365 a plus.

EDUCATION:

• Bachelor's degree from accredited university, or equivalent level of experience.