Financial Project Analyst - WD30138581040
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Primary Purpose:
With limited direct supervision, coordinate financial activities related to global service tickets, invoices, payments to country teams and invoicing to customer in the USA.
Main tasks:
- Track service spend
- Track all service tickets for 3-4 customers
- This team member will be expected to export service tickets to financial tracker, categorize the service tickets as chargeable or not
- For chargeable tickets, work with the in-country teams to receive and track proposals /invoices for chargeable calls
- Matching invoices/proposals against chargeable calls within tracker
- Consolidating a quarterly proposal and invoice per customer for all chargeable tickets
- Supporting the booking of a job against the open-ended PO and managing the invoicing and reporting of this for the customer
- Update financial systems in a monthly basis
- Respond to adhoc requests for budget status
- Monthly Reconciliation against Open Global PO's
- Tracking service spend
- Meeting / Workshop Coordination
- Calendar Scheduling
- Meeting Minutes / Actions
- Documentation Management
- Update Status Monthly
- Must be familiar with global service program and tools, and the role and function of each team member, in order to effectively coordinate activities of the team.
- Work in collaboration with individual contributors or cross-functional project teams that may be geographically distributed.
- Responsible for coordinating activities of sales team, service team, estimating team and invoicing team in order to ensure we are engaging the appropriate resources needed, and running the invoicing side of the global service team.
**Qualifications**
Job requirements:
- Associates or bachelor's degree in Business Administration or Finance; (or international equivalent).
- 1-3 years of work experience.
- Hands on related financial experience preferred.
- English level: B2 or above.
- Preferred knowledge: Salesforce, MS Office Package.
- Strong communication, negotiation, analytic, and critical thinking skills.
**Job** Finance & Accounting
**Primary Location**CR-San Jose-San Jose
**Organization** Bldg Technologies & Solutions