What are the responsibilities and job description for the Engagement Operations Finance Facilitator position at Protiviti?
JOB REQUISITION
Engagement Operations Finance Facilitator
LOCATION
HOUSTON
ADDITIONAL LOCATION(S)
JOB DESCRIPTION
You Belong Here
The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver.
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, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.
Where We Need You
We are looking for a Finance Facilitator to join our team in Houston. Protiviti works in a hybrid environment and this role requires that you work in-person in our office several times per week.
What You Can Expect
As a Finance Facilitator, you are responsible for executing various assignments within the Finance process. You will handle multiple tasks ranging from auditing and processing time and expense entries to generating ad hoc reports for managing budgets to ensure accurate revenue recognition. You will develop an understanding of key business processes and protocols while having the ability to communicate with all levels of local practice and operations employees.
What You Will Be Doing
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.
- Monitor financial discipline KPIs throughout the project lifecycle.
- Field engagement manager inquiries in a timely and organized manner.
- Help project teams clear deferred revenue, close projects and complete reallocations and adjustments.
- 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.
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.
What Will Help You Be 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.
- 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
Our Hybrid Workplace
Protiviti operates in a hybrid work environment, meaning all employees are expected to achieve a blend of in-person and remote work. This model creates meaningful experiences for our people and clients while offering a flexible environment. The expected ratio of remote to in-person work will vary by team and other business factors. Local and/or out-of-state travel is required based on our project and internal client commitments.
Protiviti is not registered to hire or employ personnel in the following states – West Virginia, Alaska
#LI-Hybrid
Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.
Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.
Eligible for an annual discretionary bonus
Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year.
Learn more about the variety of rewards we offer at Protiviti at
Learn more about the variety of rewards we offer at Protiviti at
https://www.protiviti.com/sites/default/files/2023-12/2024-benefit-highlights.pdf
.
Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.
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
HRSolutions@roberthalf.com
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 County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Protiviti is not registered to hire or employ personnel in the following states – 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 HOUSTONSalary : $48,000 - $73,000
