Financial Analyst

2 weeks ago


Calgary, Alberta, Canada EXP Full time

Financial Analyst

About the Role

As a Financial Analyst at EXP, you will be responsible for effectively communicating with Project Managers and Sector Leads regarding contract documents, change orders, and other contract modifications, approvals, and additional services-related to billing.

Key Responsibilities

  • Set up projects in Deltek and maintain budgets and backlogs throughout the life of the project
  • Prepare final invoice package containing draft and final invoices for all billable projects, including all applicable backup
  • Mail final invoices, file client invoice copies and backup documents in the billing folder
  • Assess and pursue opportunities for maximization of client billing; communicate with the parties involved as to your observations and actions taken
  • Research any unbilled issues to optimize the billing possibilities for the billing period
  • Maintain the billing folders for all projects, with all the appropriate documents; contracts, change orders and monthly invoices, in accordance with standard processes and procedures
  • Investigate project variances and submit variance reports to management
  • Carry out Progress Project Reports
  • Provide the accounts payable team members with advice on client billing, relative to consultant invoicing and reimbursable expenses
  • Work with the cash receipts team members to reconcile variances that occur in the application of cash
  • Work with accounts receivables team members regarding unpaid project billings
  • Write off any uncollectible receivables, labour or expenses, as directed by the appropriate person
  • Close out projects upon completion
  • Prepare special project analyses for the Sector Leads, PMs and Billing Management
  • Compile information for internal and external audits, as required
  • Perform additional assignments, as directed by the Billing Manager
  • Communicate and coordinate with the local offices

Requirements

  • University degree in Accounting or a related field
  • Minimum 3-5 years of Accounting (AP/AR/Billing) knowledge
  • Enrolled in CPA program is an asset
  • Understands revenue recognition
  • Proficiency in Microsoft Office and computer applications
  • Excellent verbal and written communication skills
  • Self-motivated with independent work habits
  • High attention to detail and accuracy
  • Experience working in a fast-paced office and deadline oriented
  • Working knowledge of Deltek Vision software is a definite asset


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