[Remote] FP&A Project Accountant

Note: The job is a remote job and is open to candidates in USA. Relevate Health is hiring a Project Accountant for its FP&A team. The role owns the financial lifecycle of projects, including setup, forecasting, revenue recognition, billing, and reporting, while partnering with account teams and business leaders to support financial performance across business units.

Responsibilities

• Own the financial lifecycle of projects, including initial set up, budget tracking, forecasting, and reporting
• Prepare project level reconciliations and review budget balances, actuals versus budget, profitability, and monthly invoicing with key account leads
• Calculate revenue and accruals across three business units
• Lead the monthly revenue forecasting process, with weekly or biweekly check-ins with account teams
• Partner with the Accounts Receivable team to get monthly invoices out on time
• Review and approve scope and project set up to confirm alignment with client contracts, including brand, product, and pricing
• Validate adjustments to scopes, time entries, expenses, transfers, and write-offs in line with company policy
• Keep core project information accurate in our financial systems to support clean reporting and billing
• Deliver burn reporting, month end reporting, invoicing reports, and audit reports
• Manage and work across our project and finance platforms, including Zoho (CRM), Workfront (project management), Sage Intacct (accounting and ERP), and Power BI (reporting)
• Collaborate with finance, operations, and sales throughout the life of each project
• Support project staffing and capacity planning for your assigned business units
• Jump in on ad hoc requests and audit reconciliations

Skills

• Advanced Microsoft Excel skills, including the ability to analyze and summarize large data sets
• Basic project accounting experience
• A working understanding of core financial concepts, such as revenue recognition
• Great positivity and energy, and a collaborative, can-do approach
• Proficiency in Microsoft Word, Outlook, and PowerPoint
• Bachelor's degree in Accounting or Finance
• Experience in a healthcare marketing agency environment (especially agency side)
• Pharma industry experience
• Hands-on experience with Workfront, Sage Intacct, or Power BI
• Experience with billing milestones, accruals, or monthly forecasting
• Familiarity with CRM tools such as Zoho

Benefits

• Monthly PACT monetary bonuses of $500 to $2,500 for colleagues recognized for exemplifying the PACT Core Values.
• Team Impact activities to bring colleagues together and involve, inspire, and facilitate positivity and caring.
• Team HOPE philanthropic opportunities.
• A welcoming onboarding program focused on setting new colleagues up for success from day one.
• Unlimited PTO.
• 401K.
• Pet insurance.
• Health, dental, and vision insurance.
• Employer-paid STD, LTD, critical illness, accident, hospital, and life insurance.
• Colleagues located within 40 miles of a Relevate Health office (Cincinnati or New Jersey) work in a hybrid arrangement; all others work remotely.

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