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AI Summary
Works closely with Manager of Project Accounting for Commercial, Patient Solutions, and Medical Affairs business units. Main point of contact for all the project finance / accounting, invoicing, project balance sheet reconciliations, and other ad-hoc financial aspects of the client experience with Inizio Engage.
What will you be doing?
Responsible for the monthly preparation of client invoices and finance partner with Client Account Directors, Managers and Coordinators to ensure invoices adhere to Client Contracts, SOW’s and Change Orders for assigned client accounts.
Coordinate the retention of client MSAs, SOWs, purchase orders, and track billings against purchase orders in business unit playbook.
Develops and manages relationship with team members and clients to identify their needs and recommend potential courses of action in relation to financial matters.
Establishes trust and credibility with clients and team members by quickly and accurately responding to their needs, always following up and following through, and delivering quality work.
Collect information quickly and efficiently, distinguishing between relevant and irrelevant information; also notices discrepancies and inconsistencies in information and proactively seeks out information to fill in the gaps.
Prepare and post journal entries in accordance with GAAP/IFRS for revenue recognition, accrued/deferred income and expense accruals.
Prepare monthly balance sheet reconciliations for the business unit teams assigned along with maintaining monthly, quarterly and annual project reconciliations for clients.
Manage and own full P&L responsibility for business units assigned.
Improve project financial profitability by analyzing results; monitoring variances; identifying trends and areas for margin improvements.
Prepare monthly & YTD P&L variance summaries with commentary identifying project opportunities or risk.
Responsible for researching and resolving assigned clients’ outstanding & aging A/R collections.
Assist Director of Finance with preparation of annual client budgets and monthly forecast preparation.
Provide support as necessary to internal and external auditors.
Assist pricing proposals for new business opportunities.
Identifies process improvement for analysis and other areas and makes suggestions for action.
Participates in special projects and performs other duties as assigned.
What do you need for this position?
Bachelor Degree required with an emphasis in Accounting, Finance or Business Administration.
Minimum 1-3 years of relevant finance experience
Experience with billing to contracts and budget estimates and assembling periodic reconciliations to billing
Strong interpersonal skills in order to work collaboratively across various levels of management within a large, geographically diverse, matrix organization
Strong organizational and planning skills in order to establish priorities and utilize available resources to meet strict deadlines
Perform duties with high-level of responsibility and minimal supervision
Advanced Excel skills (Data Analysis) - (V-Lookup’s, Pivot Tables, etc.)
Experience with Oracle or similar ERP Finance system.
Is driven to accomplish more than is necessary. Seeks to exceed established standards.
Displays flexibility in adapting to organizational growth and change.
Strong, quality and customer service orientation.
Ability to work to deadlines
Ability to communicate and work effectively with others.
Ability to establish priorities and work independently.
Ability to handle and resolve recurring problems.
About Inizio Engage
Inizio Engage is a strategic, commercial, and creative engagement partner that specializes in healthcare. Our passionate, global workforce augments local expertise and diverse mix of skills with data, science, and technology to deliver bespoke engagement solutions that help clients reimagine how they engage with their patients, payers, people, and providers to improve treatment outcomes. Our mission is to partner with our clients, improving lives by helping healthcare professionals and patients get the medicines, knowledge and support they need.
We believe in our values: We empower everyone/We rise to the challenge/We work as one/We ask what if/We do the right thing, and we will ask you how your personal values align to them.
To learn more about Inizio Engage, visit us at: https://inizio.com/
Equal Opportunity & Inclusion
Inizio Engage is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, gender, gender identity or expression, genetic information, marital status, medical condition (including pregnancy, childbirth, or related conditions), mental or physical disability, national origin, protected family care or medical leave status, race, religion (including beliefs and practices or the absence thereof), sexual orientation, military or veteran status, or any other characteristic protected by applicable federal, state, or local law.
Inizio Engage is committed to providing reasonable accommodations in accordance with applicable law.
Inizio Engage complies with applicable fair chance hiring laws and will consider qualified applicants regardless of criminal history. Where permitted by applicable law, employment offers may be contingent upon the successful completion of a background check. Any information obtained from a background check will be considered in relation to the requirements of the relevant position, consistent with applicable law.
Candidate Use of Artificial Intelligence in Interviews
As part of our commitment to a fair and equitable hiring process, candidates are expected to complete all interview activities without the use of artificial intelligence tools or external assistance unless such assistance is authorized in advance by Inizio Engage or otherwise required in accordance with applicable law. This includes, but is not limited to, using generative artificial intelligence platforms to produce, edit, or guide responses in real time. Candidates may be asked to confirm compliance with this policy. Any violation of this policy may result in disqualification from consideration of employment. Candidates may submit requests for reasonable accommodation in accordance with applicable law to the Inizio Engage Talent Acquisition team.
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