DUTIES/RESPONSIBILITIES:
• Manage, open and review requests for all billable and client non-billable jobs opening, closing, and locking as appropriate. Own the job status of each project and ensure that when Account/Integrated Production request a change in status that Omaha executes swiftly and reports are updated accordingly. Communicate job numbers to team members as needed to ensure accurate and prompt timesheet entry.
• Coordinate with agency teams including Account Management, Integrated Production, as well as Client Business Managers to ensure estimates are entered correctly and timely as well as updated as appropriate and approved in the system.
• Begin to work with intercompany partners to ensure that their estimates are entered onto the job as appropriate and approved in the system in order to facilitate appropriate tracking and billing for these partner agencies.
• Coordinate monthly billings with shared service center to ensure billing is completed by the deadline of each respective assigned client. Check invoice for accuracy including but not limited to amount, billing address and contact information as well as ensure the integrity of client billing contract requirements. All invoice drafts are to be reviewed by Client Business Manager to ensure accuracy each month.
• Monitor and add commentary on a monthly basis on the WIP report. Ensure that Out of Pocket expenses are being billed timely.
• Prepare, update and analyze trackers weekly to ensure all estimates, actuals, variances and billing information is pulling in accurately. Bring any areas of concern to the Client Business Manager’s attention prior to sharing with Account and Integrated Production teams. Schedule meetings to review according to cadence aligned to for each team and be an active participant in these meetings.
• Lead the tracker meetings with Account/Integrated Production and present financial information in a clear and concise manner showing an understanding of the reports.
• During tracker meetings, take diligent notes on job statuses and overall financial health of the projects for assigned clients. Depending on process, responsible for sending recap email to ensure alignment on updates discussed in meeting. Ensure any required updates are executed in advance of the next report run/review.
• Analyze and call out to Client Business Manager and/or Internal Teams if projects are running hot and/or not tracking to benchmark.
• Work with the Client Business Manager to determine appropriate solutions to financial situations that may arise. Begin to become a problem solver and solution oriented team member bringing not only issues but proposed solutions to the attention of the Business Managers and above.
MINIMUM QUALIFICATIONS:
• 1-3 years of experience
• Accounting and/or Finance Degree Preferred
• Microsoft Excel:
o Proficient in advanced functions and formulas to perform VLOOKUP, pivot tables, creating charts, graphs, and overall data capture
Salary
The salary range for this position is noted within this job posting. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee’s/applicant’s background, pertinent experience, and qualifications.
It is the policy of IPG Health and any of its affiliates to provide equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, ethnic origin, gender, gender identity, age, marital status, veteran status, sexual orientation, disability, or any other basis prohibited by applicable federal, state, or local law. EOE/AA/M/D/V/F.
