Relevate Health

Title: FP&A Project Accountant

Overview: Relevate Health is a company made up of exceptional professionals with the business purpose of creating life-changing healthcare engagement, through our vision that every HCP communication is relevant.  We are proud to be healthcare marketing experts who push ourselves, every single day, to the highest possible levels to further our purpose and exceed our goals. Our business successes have led to growth and our extraordinary culture is the cornerstone for an engaged and productive workforce.   

Job Summary: Finance specialist who manages project lifecycle including project set up, revenue recognition, billing milestones, cost tracking and forecasting. They collaborate with key account teams and other departments to monitor financial performance and ensure compliance with all company policies & client contractual obligations. This role is critical to both internal and external functions.

Duties / Responsibilities:

• Responsible for the full life cycle of a project, including initial financial set up, tracking, forecasting, and reporting.
• Prepare project level reconciliations to discuss with key account leads and raise awareness on budget balances, actuals vs. budget, profitability, and monthly invoicing.
• Update core project information in financial systems to ensure accurate reporting and billing.
• Responsible for the calculation of revenue and accruals for 3 different business units.
• Partner with Accounts Receivable department to send monthly invoices out in a timely manner.
• Approve scope & project setup to ensure proper alignment with client contractual agreements including brand, product, and pricing, etc.
• Validate adjustments to scopes, time entries, expenses, transfers and write-offs according to company policy.
• Ownership of the monthly revenue forecasting process with weekly/biweekly check-ins with account teams.
• Manage project system tools & platforms including CRM (Zoho), project management (WorkFront), accounting/ERP (Intacct), and reporting (PowerBi).
• Collaborate with various departments throughout the life cycle of a project including finance, operations, & sales.
• Assist with ad-hoc requests & audit reconciliations.

Skills and Qualifications

•         Advanced skills in Microsoft Excel with ability to analyze/summarize large data sets
•         Familiarity using project management & reporting systems (Workfront & PowerBi experience preferred)
•         Proficient in Microsoft Word, Outlook, & PowerPoint
•         Experience: Bachelor’s Degree in Accounting or Finance (Prior experience in agency or pharma environment a plus)

Working Conditions:

• Hybrid working if within 40 miles of a Relevate Health Office (Dallas, Cincinnati, New Jersey)
• Remote working if outside 40 miles of a Relevate Health Office
• Travel may apply based on position
• Hours may vary based on position and location of client

Relevate Health is an Equal Opportunity Employer. We are committed to fostering an inclusive and diverse workplace where all individuals are treated with respect and dignity. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law.

We are dedicated to creating a work environment that reflects the diversity of our community and ensuring that all individuals have equal access to opportunities for growth and advancement within our organization.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. 

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, talk, frequently required to stand, walk; use hands and fingers, tools, or controls; and reach with hands and arms.  If you require accommodation during the application process, please contact HR@relevatehealth.com

FLSA Status: Exempt
Job Type: Full Time