Job description
Specialist, Project Financial Management Level 3 Reports to Lead, Project Financial Management Key responsibilities
- Provide support to client record management tasks, working closely with Clients & Markets Team and Operations.
- Daily receipting and collections processes, providing timely updates to Finance regarding working capital.
- Support Project Managers and Commercial Team with timely follow-up of unpaid invoices, escalating concerns to appropriate business leaders.
- Preparation of accurate and timely invoices based on Project Manager requests.
- Ensure billing details are in line with contractual entitlements including bill rates, payment terms and client project or purchase order references.
- Preparation of credit notes and invoice adjustments, ensuring all approval requirements are met.
- Manage client portal registration details, uploading of invoices for payment, and reviewing client portals for confirmation of scheduled payment dates.
- Respond to billing and collections inquiries in a timely and professional manner.
- Manage Timesheet Administration queries, providing guidance to workers to resolve simple timesheet problems.
- Ensure data integrity and accurate financial information is maintained in ERP.
- Ensure compliance with business rules and procedures (governance).
- Identify opportunities for increasing value addition support to the business and seek efficiencies or automated solutions to manual or transactional tasks.
- Partner with stakeholders across Finance to provide a coordinated service to the business.
- Participate in 6 monthly regression testing of Workday Financials platform to ensure system integrity with these regular updates
- Liaise with Workday IT support team for emerging and known issues within workday business processes relating to Projects and Time Tracking
- Other ad-hoc tasks that may be assigned by the stakeholders, Lead PFM, Q2C Team Leader, and Finance Shared Services Manager