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MODHealth · 12 hours ago

Project Billing and Finance Coordinator

Philadelphia, PA, US

Full-time

Onsite

Entry Level

1+ years exp

MODHealth is a company focused on optimizing financial operations within project management. The Project Billing and Finance Coordinator will manage client invoicing, ensure accuracy in financial reporting, and collaborate with various teams to drive financial success across projects.

Marketing & Advertising

Responsibilities

Vendor Invoicing

Reviewing vendor invoices for accuracy against projected estimate/cost

Initial review of print invoices may be completed by Print Coordinator, Jr.Finanical Data Analyst will provide final review before payment

Email approved vendor invoice to HubDoc

Accountant downloads from HubDoc onto bill.com

Effective, clear and timely communication with vendors, as appropriate

Client Invoicing

Deposit Invoice: Post deposit invoice in Workamajig

Reviewing estimate in Workamajig and ensuring accuracy in hours, out-of-pocket costs, and appropriate tax

Final Invoice: Reviewing approved estimate in workamajig, ensuring accuracy in hours, vendor and freelance invoices, appropriate tax, and applied client deposit payment, to gain internal alignment with AM prior to generating invoice on remaining balance

Estimated turnaround time: 1 week from project completion/AM notification and receiving vendor invoices

Once aligned, posting invoice in Workamajig/QBO

Flagging low profitability projects to Head of Strategic Partnerships and Revenue Operations

Accounts Receivable: Tracking client invoice deposits/final payments and notifying Account Manager (AM) if outstanding

Project Management System (Workamajig) – Project Financial Updating

Ensuring Project Billing Status is up-to-date for each project

Internal project invoice collaboration with AM to gain alignment on client invoicing needs

Ensure all vendor and client invoices are saved in Files

Updating receipts/payments, as necessary

Closing out projects, as necessary

Offer suggested enhancements for an efficient, streamlined process

Monthly Billing Reports

Client Invoices: Review for accuracy and provide analytical feedback on monthly billing report

Client Payments: Review for accuracy and provide analytical feedback on monthly billing report

Resolve billing issues, such as discrepancies or disputes, by communicating internally with MODHealth leadership

Participate in planning yearly forecast models alongside MODHealth leadership

Tracking actuals vs forecast thru the year

Support in financial forward initiatives for the company

Effective, accurate and responsive communication with internal and external partners

Qualification

Financial SoftwareExcel SkillsQuantitative SkillsWorkamajigData AnalysisAttention to DetailCommunication SkillsProblem-Solving SkillsCross-Functional TeamworkProject Management Principles

Required

Bachelor's Degree in Finance, Accounting, Business Administration, or a related field

Attention to Detail to ensure accuracy in data entry, financial reporting, and reconciliation processes

Proficiency in Financial Software, including project management software (such as Workamajig)

Excel Skills for creating complex spreadsheets, financial modeling, and data analysis

Strong Quantitative Skills for analyzing financial data, performing variance analysis, and identifying trends

At least 1 year of relevant work experience in financial data entry, data management, or a related role, preferably in corporate or financial services

Familiarity with project management principles and methodologies

Strong Communication Skills to convey complex financial concepts to non-financial stakeholders

Problem-Solving Skills to identify issues and propose actionable solutions

Experience working in cross-functional teams to achieve financial objectives

Willingness to stay updated through ongoing professional development in financial regulations, tools, and best practices