Note: The job is a remote job and is open to candidates in USA. Petauri is a global healthcare consulting and solutions organization serving life sciences organizations. The Project Finance Associate supports the day-to-day financial administration of client projects, including project setup, data management, reporting, billing support, and financial process coordination. The role collaborates with Finance, Project Management, Account Management, and other internal teams to maintain accurate project and financial information.
Responsibilities
- Set up, maintain, and close projects across SuiteProjects Pro (formerly OpenAir) and other applicable platforms, ensuring accurate and timely project information
- Create and maintain project records, budgets, billing schedules, resource assignments, dashboards and other required project data
- Compile project financial and statistical data and prepare recurring reports for Finance, project managers, account teams, and leadership
- Assist with tracking project budgets, actual spend, revenue, hours, costs, and profitability
- Review project and financial data for completeness and accuracy and coordinate corrections as needed
- Monitor billing schedules, milestones, and project status information to support timely and accurate invoicing
- Support monthly client invoicing processes through preparation, review, and validation of project and billing data
- Support invoice submission and maintenance of applicable client/vendor billing platforms
- Coordinate with project managers and account teams to resolve missing information, project setup issues, and billing discrepancies
- Assist with revenue tracking and related project finance workflows
- Assist with Accounts Receivable administration and follow-up, as assigned
- Support month-end close activities, including data entry, project reconciliations, and financial reporting
- Serve as a day-to-day resource for project managers and account teams regarding project financial information and applicable systems
- Assist with testing and implementation of system enhancements and process improvements
- Help develop and maintain Finance and project administration standard operating procedures (SOPs)
- Identify opportunities to improve data accuracy, reporting, and process efficiency
- Support special projects and other duties as assigned
Skills
- Ability to organize and manage large amounts of information efficiently with strong attention to detail
- Strong commitment to data accuracy and completeness
- Ability to manage multiple projects, recurring responsibilities, and deadlines simultaneously
- Strong analytical and problem-solving skills with the ability to identify and research discrepancies
- Ability to effectively and professionally communicate, both in writing and verbally, with internal stakeholders
- Ability to follow established processes and complete assigned tasks accurately and timely with minimal supervision
- Ability to appropriately follow up and escalate when required information is missing or inaccurate
- Strong organizational and time-management skills
- Ability to work effectively as a team player and collaborate across departments
- Willingness to be flexible and adaptable to changing priorities, systems, and processes
- Comfortable performing detailed and repetitive tasks while maintaining a high degree of accuracy
- Ability to work effectively in a remote environment
- Must possess a high degree of ethics and discretion when handling sensitive financial and business information
- Understanding and demonstration of Petauri values
- 5-7 years of relevant experience in project finance, financial administration, billing support, accounting support, project coordination, data management, or a similar role
- Strong working knowledge of Microsoft Office, with particular proficiency in Excel
- Experience with Excel functions including lookups, pivot tables, formulas, filtering, formatting, and data analysis
- Bachelor's degree in business, Finance, Accounting, Operations, or a related field preferred; relevant experience may be considered in lieu of a degree
- Experience with SuiteProjects Pro, NetSuite, OpenAir, Salesforce, or similar project management/accounting systems preferred
- Experience in a project-based, consulting, agency, professional services, or similar organization preferred
- Familiarity with project budgets, billing, invoicing, revenue tracking, job costing, and project profitability preferred
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