
Financial Operations Specialist
16 hours ago
JOB SUMMARY:
We are seeking a detail-oriented and proactive Financial Operations Specialist to lead and optimize the financial processes related to timesheet management, invoicing, SOW tracking, and payroll support. The ideal candidate has a strong understanding of consulting business operations, billing models, and client engagement workflows. This role requires strong analytical skills, cross-functional collaboration, and a continuous improvement mindset to ensure accuracy, compliance, and efficiency across financial operations.
JOB RESPONSIBILITIES:
- Oversee the collection and validation of consultants' timesheets, ensuring compliance with client-specific requirements (e.g., ROAR screenshots, hourly activity logs).
- Manage and monitor Statements of Work (SOWs), ensuring completeness and accuracy of consultant details, contract terms, and billing rates.
- Maintain a centralized repository of approved SOWs and ensure timely updates.
- Generate and distribute regular reports to Sales and Delivery teams regarding contract renewals, supporting proactive resource planning and client engagement.
- Lead month-end invoicing processes, ensuring all billable hours and reimbursements are accurately captured, validated, and invoiced on time.
- Collaborate closely with delivery teams, consultants, and finance to resolve discrepancies and ensure smooth financial operations.
- Support payroll processing and employee reimbursements, ensuring accuracy and timeliness.
- Identify and implement process improvements to enhance operational efficiency and financial accuracy.
- Provide insights and recommendations to leadership based on financial data and trends.
JOB QUALIFICATIONS:
- 4+ years of experience in financial operations, billing, payroll, or related roles, preferably within a consulting firm
- Strong understanding of consulting business operations, including resource management, client billing, and contract lifecycle
- Proficiency in Excel and financial tools; experience with ERP or time sheet systems is a plus
- Excellent attention to detail and organizational skills
- Proven ability to work independently and lead cross-functional initiatives
- Experience in process improvement and automation is highly desirable
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