Financial Operations Associate

Putnam Inizio Advisory is hiring for the role of Financial Operations Associate!

Responsibilities of the Candidate:

• Create and update Projects in Project Management system, organize and store project SOWs and Purchase Orders  
• Support project management by assigning team members to Active projects while ensuring accuracy with rates, start dates and allocations based off approved pricing guide  
• Assist with project lifecycke by creating Project billing milestones and revenue contracts for T&M and Fixed Fee Projects  
• Track and follow-up with Project Managers that all signed Agreements are received and appropriately stored  
• Monitor Project Contract status and update Project Management system status  
• Lead data monitoring and maintenance of Project Pipeline database  
• Reconcile Project budget, timecards, and recognized revenue schedules  
• Identify, research, and resolve issues regarding project discrepancies or updates; escalate as necessary  
• Send weekly Timecard reminders and monthly missing hours reminders, monitor Consultant timecard submissions and follow-up as necessary  
• Prepare reports like project financial reports, resources utilization report, capacity reports etc
• Support monthly project revenue recognition process 
• Update Project Management system with project expenses 
• Support Finance team during audits by compiling and organizing audit data 
• Provide operational and financial reporting support for Project Managers 
• Financial Process documentation; create and maintain standard operating procedures  
• Project Management system troubleshooting and Q&A  
• Onboard and offboard users and resources in Project Management system 

Requirements:

• Bachelor’s degree 
• 1-2 years’ experience in Financial Force or other PSA system preferred   
• Strong knowledge of MS Office products, especially with Excel  
• Organized, detail-oriented, and competent follow-through skills  
• Ability to prioritize and multi-task in a fast-paced environment while meeting deadlines  
• Ability to execute activities within complex processes.