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Job Description
JOB REQUISITION West Region Engagement Operations Finance Facilitator
LOCATION HOUSTON
ADDITIONAL LOCATION
JOB DESCRIPTION
Are You Ready to Live Protiviti?
The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and diverse culture. We hire curious individuals for whom learning is a passion. Together, we focus on our mission of delivering confidence in a dynamic world – and the world has perhaps never been more dynamic.
At every level, we champion leaders who live our values of integrity, inclusion, innovation and commitment to success. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, and innovation creates new destinations.
Living our values every day. That’s Living Protiviti.
Are you inspired to make a difference?
You’ve come to the right place.
Where We Need You:
We are seeking a Finance Facilitator to join our West Region team, based in our Dallas or Houston office.
What You Can Expect:
The Finance Coordinator is responsible for executing various assignments within the Finance process. The Finance Coordinator handles multiple tasks ranging from auditing and processing time and expense entries to generating ad hoc reports for managing budgets to ensure accurate revenue recognition. The Finance Coordinator should develop an understanding of key business process and protocols while having the ability to communicate with all levels of local practice and operations employees.
What You Will Do:
Client Accounting:
- Assist engagement managers with recording project economic estimates using internal budgeting tool.
- Facilitate engagement documentation through workflow submission on behalf of engagement teams.
- Prepare and analyze summaries of engagement economics.
- Proactively follow up with individuals to ensure budgets are updated to reflect changes in project execution and contractual agreement to ensure accurate revenue recognition.
- Support engagement managers by arranging and processing client invoices.
- Schedule and manage regular touchpoints with engagement managers to ensure project finance tasks are completed.
- Field engagement manager inquiries in a timely and organized manner
- Assist management team with accounting related to use of contractors.
- Monitor time and expense in suspense and assist in clearing these items.
- Assist in delivering training of client acceptance and administration.
Finance Administration:
- Review weekly and monthly reports to monitor office expenses (i.e. inter-company expenses, travel summary reports, etc.
- Conduct travel and expense audits in accordance with company policies.
Reporting / Data Tracking Responsibilities:
- Gather and summarize data for reporting.
- Generate and distribute ad hoc reports as requested.
- Assist in preparation of presentations for leadership meetings.
Communications Responsibilities:
- Attend National Finance Conference Call.
- Establish and maintain relationships with other Finance team members across Protiviti to ensure best practices and consistency.
- Establish a regular rapport with engagement managers.
- Participate in national task forces as necessary.
- Attend all office meetings and trainings as required.
Employee Relations:
- Recognize employee relation issues and address/elevate, as necessary.
What Will Make You Successful:
- Excellent oral and written communication skills.
- Demonstrated track record of successfully working with and learning new technologies and systems.
- Professional, confident, enthusiastic and detail oriented.
- Excellent administrative, interpersonal, and organizational skills.
- Strong client/service orientation.
- Ability to coordinate and maintain follow-up on several projects simultaneously.
- Ability to prioritize changing workloads.
- Demonstrate initiative and be a self-starter.
- Ability to work independently, exercise good judgment and be resourceful.
- Proficient skills in Microsoft applications (Word, Excel, PowerPoint).
Your Educational and Professional Qualifications:
- Bachelor’s degree in relevant discipline (e.g. Accounting, Finance, Management).
- 1-2 years in a related field, preferably in professional services and/or industry
Do You Love Exploring New Places?
Protiviti operates in a hybrid environment. Travel can occur throughout the month based upon client requests/commitments. Travel may include suburban, regional, or out of state locations.
#LI-Hybrid
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran
As part of Protiviti’s employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call 1.855.744.6947 for assistance.
In your email please include the following:
The specific accommodation requested to complete the employment application.
The location(s) (city, state) to which you would like to apply.
For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles, CA: Protiviti will consider for employment qualified Applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.
Protiviti is not registered to hire or employ personnel in the following states – Montana, West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION TX PRO HOUSTON