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J Michael Consulting · 4 hours ago

Account Operations Specialist

United States

Full-time

Remote

Mid Level

$80K/yr - $100K/yr

J Michael Consulting (JMC) is a health informatics consulting firm seeking a full-time Account Operations Specialist. In this role, you will provide operational support to Client Relationship Managers, enhance client onboarding experiences, and manage project financials to ensure smooth operations and client success.

Information Services

Responsibilities

Assist with all aspects of a project's operation and finance lifecycle, from initial financial proposal through contract, including financial plan, invoices, billable closeout and post-project financial analysis and reporting

Engage and collaborate with Client Relationship Managers to identify operational and financial systems efficiencies that allow for better client sales, on-boarding experiences, contract/project management, and strong cashflow

Onboard/off-board new clients in accounting and finance systems to ensure accuracy and integrity of client accounts and projects

Report project financial Key Performance Indicators (KPIs) to Project Management Office (PMO) and individual Project/Client Managers

Review, send, and follow up on client invoices, modifications to client invoices, payment schedules, and collection of past due amounts as needed

Manage and improve pricing and project expenditure (burn) monitoring systems

Contribute and report on individual and overall project financial performance trends

Collaborate with Client Relationship Managers on Client and Subcontractor contracting requirements; create and send contracts for signatures

Provide a consistent approach to resource and contract pricing, project margin and alignment with JMC margin targets, and management of day-to-day account tasks

Create and maintain positive relationships with internal client team, subcontractors, and client contacts

Provide status updates and maintains a close working and collaborative relationship with the VP of Service Delivery

Provide back-up to the VP of Operations in critical areas such as Human Resources, Finance, Operations, Contracts and Risk Management

Qualification

Financial AnalysisClient Relationship ManagementProject ManagementUnanetAccounts ReceivableAccounts PayablePublic Health KnowledgeMS Office ProficiencyLeadershipDocumentation Skills

Required

Bachelor's degree preferably in Business, Accounting, Finance, or a related discipline or equivalent related and relevant work experience

Demonstrated Leadership experience in corporate Operations, Human Resources, Finance, or Contracts and Risk Management

Practical experience including accounts receivable, accounts payable, project management and profitability measurement, dashboards, and operational improvement

Experience working with government agencies and nongovernmental organizations in a finance, accounting, or consulting capacity

Experience with Unanet or similar resource allocation, assignment, and accounting/finance platforms desired

Preferred

Experience with, or documented familiarity, in the fields of public health a plus

Excellent organization, documentation, and follow-through skills

Ability to excel in a remote working team environment

Ability to be flexible and perform varying job tasks as assigned

Proficient in MS Office applications (Outlook, Excel, Word, PowerPoint) as well as familiarity with timekeeping and documentation applications (Unanet, and Atlassian products respectively)

Trustworthy with willingness to share information transparently