Berkeley Research Group

BRG is seeking a full-time, highly experienced Project Reporting Analyst for its Corporate Finance Billing Department. Professional services experience is preferred.

Applicant must be highly proficient with Microsoft Excel and minimum required 2 years of experience using Excel for reporting.

The Project Reporting Analyst will be responsible for providing periodic engagement summary reporting on a weekly, bi-weekly and monthly basis.

This role would require ad hoc reporting in addition to the standard periodic reporting.

The Project Reporting Analyst reports directly to the Corporate Finance Portfolio Manager and is responsible for providing outstanding service to the Firms personnel, clients, and subcontractors.

Qualified candidate must be very flexible, highly committed to exceptional quality and accuracy, high level customer service, teamwork, and supporting Firm and department goals in a dynamic, fast-paced environment.

Duties will include but are not limited to :

• Export project time and expense detail and format to each engagement teams preferences, on a weekly or ad hoc basis.
• Client contract review and matter set up upon project activation.
• Maintain and update project listing spreadsheet, client billing information, and project budget in ERP system.
• Collaborate with engagement team to reconcile cash payments against BRG invoice records.
• Work with engagement team to setup amortization schedules and relay information to accounting.
• Export various project reports out of SQL and format for engagement team
• Ad-hoc tasks as requested by engagement team

Required Qualifications :

• Minimum of 1-2 years experience with Excel, including building reports and formatting spreadsheets.
• Knowledge of contracts (SOW, PO, JAL) and fee types is preferred (including fixed fee, not to exceed and hourly time and materials).
• Must have an understanding of revenue and accounting concepts. Experience with a monthly closing cycle is preferred.
• Excellent written and oral communication skills.
• Ability to juggle / manage multiple tasks / projects in a fast-paced environment, often under strict deadlines.
• Actively participate in a team environment.
• Committed to high quality customer service (internal and external).
• Consistent attendance and reliability.
• Elite 3E experience preferred, or other similar large ERP software.
• Bachelors degree preferred, or equivalent work experience.
• Bankruptcy experience preferred.

Candidate must be able to submit verification of their legal right to work in the U.S., without company sponsorship.

LI-SO1

PM22

BRG is an Equal Employment Opportunity / Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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Last updated : 2024-07-02