ESSENTIAL FUNCTIONS
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Maintains projects, including, but not limited to:
- contract and subcontract review
- cost proposal/project review/revision
- budget entry
- billing guideline formation, confirming project is T&M or Fixed Fee or has any specific invoicing requirements.
- Adding and maintaining billing clients
- manage contract execution, including but not limited to following up with client for missing documentation and updating spreadsheet.
- Status Change (i.e. billing hold, work hold, active, closed).
Responsible for understanding the areas of compensation and payment clauses; overhead rates; revenue enhancers and other portions of contracts, including basic contract language; flow down provisions from the prime/owner contract.
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Responsible for Accounts Receivable, including making regular collections calls to clients. Coordinates with Project Managers when accounts reach predetermined overdue status by having bi-weekly meetings and updating the A/R spreadsheet.
- Prepares invoices for all assigned projects by the deadline provided by Director of Finance/HR.
- Maintaining Revenue Projection Sheet monthly based on actual billing and adding new projects.
- Assists Project Managers in Project Life Cycle, including Project Close-Out and tracking project security levels based on the workflow procedure.
- Entering Add Services into Ajera when awarded.
- Participates in Project Review and Project Manager meetings.
- Assists in reviewing, tracking, and posting in-house direct project related expense items (if applicable).
- Collects employee signed timesheets.
- Checking on a weekly basis timesheets are project manager approved.
- Completes and submits Certificates of Insurance based on contract requirements and updating spreadsheet. Responsible for certificate renewal prior to policy end date.
- Responsible for entering and maintaining billing rates tables. This includes a yearly review, update based on contract guidelines, contacting clients with rate changes and rate change approvals, and updating Ajera with this information.
- Reviewing WIP with Project Managers monthly.
- Reviewing Backlog with Project Managers monthly.
- Follow-Up with Client regarding ATP’s
- Assistance with Audit requests, including providing requested documentation.
- Coordination with other departments (Marketing, HR, IT) and providing requested information and documentation in a timely manner.
- Performs additional tasks as requested by Director of Finance/HR.
POSITION REQUIREMENTS
Position is hybrid schedule. Employee to be in-office 3 days a week and any schedule changes to be approved by Director of Finance/HR.
The above statements are intended to describe the essential job functions and level of work performed by individuals assigned to this classification. They are not to be construed as an exhaustive list of all duties performed by personnel occupying this position.