Operations Specialist

Summary

Join Trace3 as an Operations Specialist and contribute to the financial success of our projects. You will execute a range of responsibilities to ensure compliance with finance requirements, support project managers, and administer professional service engagements. Responsibilities include project setup and validation, managing project portfolios, generating vendor POs, processing bills, collaborating on client invoicing, and performing revenue recognition. You will also provide governance, capture project data for process improvement and reporting, and perform data cleanup. This role requires strong analytical skills, attention to detail, and excellent communication. The ideal candidate will have at least 3 years of experience in operations, project management, or finance and proficiency in Microsoft Office and PSA tools.

Requirements

• Minimum of 3 years of experience in operations, project management, and/or finance
• Ability to be flexible and adapt to changing priorities and operate in a fast-paced environment with high volume of requests
• Highly analytical and have strong ability to analyze systems and data
• Ability to interpret data that is being presented and understand how and where that data is being produced
• Superior coordination and operations logistics abilities
• Must have strong level of attention to detail to process and highly organized
• Effective communication and presentation skills
• Ability to plan, execute and manage multiple initiatives
• Strong interpersonal skills and the ability to work effectively with a wide range of audiences in a diverse community
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, etc.)

Responsibilities

• Complete project set‐up and validation within the Professional Services Automation (PSA) and Finance and Operations systems and ensure the project financials are accurate based on the Statement of Work (SOW), Level of Effort (LOE), and/or Purchase Order (PO)
• Manage specific project portfolios and determine appropriate billing opportunities based on status of projects and client contractual obligations
• Generate vendor POs and process incoming vendor bills associated to professional services engagements
• Collaborate with the Project Manager(s) and account teams to initiate and generate client invoices
• Perform ongoing revenue recognition as delivery is performed
• Complete any financial adjustments/corrections as needed
• Complete project closure procedures including reconciliation of financials
• Provide proper handoff to the Client Service Center for project resource assignment
• Provide governance and ensure all relevant documentations are represented
• Capture project related data in efforts to manage and improve processes as well as report. and analyze metrics and trends around resource utilization, contingent staff (OEM, Staff Aug), placeholder hours etc. Provide recommendations to management
• Capture reporting requirements and work with internal teams to procure reports for internal teams
• Perform as needed project administrative duties to facilitate the booking and billing related functions
• Perform data clean‐up and ongoing maintenance efforts focused on project data integrity and recouping of unrecognized revenue
• Provide support and guidance on backend/ operational, and administrative functions performed by those in the Project Manager role
• Act as a liaison to Finance and the Client Service Center
• May perform other duties as assigned by supervisor

Preferred Qualifications

Experience with Professional Services Automation (PSA) tool and Financial Systems: Oracle NetSuite a plus

Benefits

• Comprehensive medical, dental and vision plans for you and your dependents
• 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
• Competitive Compensation
• Training and development programs
• Stocked kitchen with snacks and beverages
• Collaborative and cool culture
• Work-life balance and generous paid time off