Project Financial Analyst - #256441

Description

Verista’s 500 experts team up with the world’s most recognizable brands in the life science industry to solve their business needs. The nature of our business is to empower growth and innovation within the scientific community and to help researchers, organizations, and companies solve some of the world’s most pressing healthcare challenges. Verista provides innovative solutions and services that empower informed decision-making and are the result of our significant investment in our people and our capabilities.

Our ability to grow is driven by world-class people who thrive in a team environment and share our mission to enable life sciences clients to improve lives. Our talented and dedicated professionals are committed to making an impact every day.

Company Culture Guidelines & Values

• We empower and support our colleagues
• We commit to client success at every turn
• We have the courage to do the right thing
• We encourage an inclusive environment where our colleagues feel respected, engaged, and challenged.
• We constantly acquire new skills and learn from our experiences to enhance our collective expertise
  
  

Job Function

The Project Financial Analyst executes customer billings & collections, expense report processing, vendor payable functions, and certain report preparation for projects pertaining to a specified group of customer accounts. The position is responsible for working with clients, vendors, subcontractors, and with internal employees and adhering to A/P and A/R policies and procedures. This position is also responsible for and will oversee forecasting of revenue along with the FP&A team.

Primary Duties/Responsibilities

• Completing setup of Projects in Financial Force by reviewing information transferred from Salesforce and attaching POs and SOWs that support the company’s contractual right to bill
• Billing for all billable resources performing services for a specified group of customer accounts
• Collecting accounts by tracking invoices in customer portals, contacting customers’ A/P resources; investigating circumstances of non-payment; negotiating and escalating issues; expediting payments
• Coordinates with Operations and Sales team members to resolve invoicing errors and/or adjustments to collect overdue customer invoices
• Calculates forecasted revenue by project for the upcoming month in collaboration with the FP&A Team and Client Partners
• Analyzes previous monthly, quarterly revenue trends of each project in collaboration with the Operations and Client Partners and ensuring data is captured in the forecast
• Reviewing and processing expense reports charged to assigned projects
• Reviewing and processing vendor invoices charged to assigned
• Preparing revenue and project profitability reporting for a specified group of customer accounts
• Maintaining financial security by adhering to internal accounting controls
• Maintaining accounting ledgers by posting monthly account transactions
• Support the operations team with enhancements to the Salesforce system
• Implement automation capabilities in the Salesforce system
• Other duties as assigned
  
  

Required Knowledge/Experience

This position requires the following skills/job knowledge:

• B.S. Degree in Business (Accounting or Finance preferred)
• 4-5 years of project finance experience managing projects with accounting and forecasting experience or relevant experience
• Experience using ERP Systems and understanding of data
• Experience in project analysis and forecasting preferred
• Experience using Excel to develop complex models
  
  

Required Skills

Successful candidates for this position will meet the following criteria:

• Exceptional proficiency with MS Office products, MS Word, MS Excel, MS Project, MS PowerPoint
• Word (work with large documents containing tables, TOC, styles, track changes)
• Excel (create, modify charts, filter data, use of functions within multiple worksheets)
• Detailed -oriented
• Proven organizational skills
• Ability to manage multiple tasks simultaneously with accuracy and within timeline assigned
  

Required Abilities

• Demonstrated capability to deliver on the job responsibilities defined above
• Strong oral and written communication skills. Will need to communicate via phone and Must be professional and demonstrate a positive attitude
• Excellent interpersonal skills
• Ability to work in a group
• Self-motivated
• Willingness and desire to be challenged
• Positive attitude
• Exhibit the Verista Values
  
  

Supervisory Requirements

N/A

Work Environment And Physical Demands

• FLSA executive and professional positions paid on salary basis, where project requirements and tight client deadlines may require workweeks in excess of 40 hours (including weekends or holidays)
• Ability to travel as required in support of client projects
• Significant desk work on a computer
• Lifting requirements on occasion– 35 lbs. per OSHA requirements
  
  

This position description merely illustrates this position. Duties, responsibilities, and activities may change with or without notice.

For US geography, the salary range for this position is shown below. The actual salary is dependent upon a variety of job-related factors such as professional background, training, work experience, location, business needs, market demand, and competitive market practice. Therefore, in some circumstances, the actual salary could fall outside of this expected range. This salary range is subject to change and may be modified in the future.

• Verista is an equal opportunity employer.
  
  

National (US) Range

$64,000—$90,000 USD

Benefits

Why Choose Verista?

• High growth potential and fast-paced organization with a people-focused culture
• Competitive pay plus performance-based incentive programs
• Company-paid Life, Short-Term, and Long-Term Disability Insurance.
• Medical, Dental & Vision insurances
• FSA, DCARE, Commuter Benefits
• Supplemental Life, Hospital, Critical Illness and Legal Insurance
• Health Savings Account
• 401(k) Retirement Plan (Employer Matching benefit)
• Paid Time Off (Rollover Option) and Holidays
• As Needed Sick Time
• Tuition Reimbursement
• Team Social Activities (We have fun!)
• Employee Recognition
• Employee Referral Program
• Paid Parental Leave and Bereavement
  
  

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For more information about our company, please visit us at Verista.com