Project Services Advisor
hace 2 semanas
- Contract Review and Approval:
- Assess contract details for invoicing terms, project costs, and financial specifics such as retention, charge rates, etc.
- Project Team Interaction:
- Provide historical project data
- Offer charge rate information for fee estimates and project proposals
- Act as main contact with client accounting staff for project financial data queries
- Deliver exceptional customer service to ensure client satisfaction with financial services
- Project Setup/Maintenance:
- Review project setup for accuracy
- Update client billing details
- Maintain precise project costs for revenue recognition
- Reconcile, Inactivate, and Close project data
- Client Setup:
- Assist with new/existing client approvals
- Review client billing data for invoicing requirements
- Timesheets:
- Verify project costing data
- Support Accounts Receivable:
- Provide billing information when needed
- Assist Project Managers with debt collection calls
- Update data for debt collection in MIS
- Client Invoicing:
- Distribute draft invoices to Project Managers
- Review/Input unit pricing data as needed
- Produce accurate and timely client invoices
- Ensure all necessary documentation accompanies client invoices
- Distribute client invoices via mail/email or upload
- Establish contact with client accounting staff for financial and invoicing matters
- Archive client invoices
- Provide exceptional customer service for enhanced client satisfaction
- Minimum of two years accounting experience, preferably in a professional services firm
- At least one year of experience with invoices, cost estimate spreadsheets, and timesheets
- Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and Adobe Acrobat
- Excellent verbal and written communication skills
- Strong editing and proofreading abilities
- Ability to work independently as well as part of a team
- Outstanding interpersonal skills and capacity to prioritize multiple tasks
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