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Robert Half West Region Engagement Operations Finance Facilitator in DALLAS, Texas


West Region Engagement Operations Finance Facilitator






Are You Ready to Live Protiviti?

The Protiviti Career is about opportunities to continually learn, inspire change, and be your best in a culture that thrives on knowledge sharing and diversity. We hire curious people for whom learning is an everyday activity. We fuel your curiosity with challenging work, talented colleagues and creative learning resources. At every level, we champion leaders who influence and achieve results. We encourage you to “bring your whole self to work” – all of your motivations, passions, priorities and commitments – as these things bring us closer to exceptional.

That's Living Protiviti.

We strive to recruit and hire the best talent, and it does not stop there. Once you join us, we promise to help you bring your career to life through exceptional work experiences, a culture passionate about learning and development, and a dedication to what matters to you.

Are you inspired to make a difference?

Then you have come to the right place.

Where We Need You:

We are seeking a Finance Facilitator to join Protiviti, routinely recognized as a best place to work.

What You Can Expect:

The Finance Coordinator is responsible for executing various assignments within the Finance process. The Finance Coordinator handles multiple tasks ranging from auditing and processing time and expense entries to generating ad hoc reports for managing budgets to ensure accurate revenue recognition. The Finance Coordinator should develop an understanding of key business process and protocols while having the ability to communicate with all levels of local practice and operations employees.

What You Will Do:

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.

  • Field engagement manager inquiries in a timely and organized manner

  • 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.

    Finance Administration:

  • Review weekly and monthly reports to monitor office expenses (i.e. inter-company expenses, travel summary reports, etc.

  • Conduct travel and expense audits in accordance with company policies.

    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.

    Communications Responsibilities:

  • Attend National Finance Conference Call.

  • Establish and maintain relationships with other Finance team members across Protiviti to ensure best practices and consistency.

  • Establish a regular rapport with engagement managers.

  • Participate in national task forces as necessary.

  • Attend all office meetings and trainings as required.

    Employee Relations:

  • Recognize employee relation issues and address/elevate, as necessary.

What Will Make You 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.

  • Excellent administrative, interpersonal, and organizational skills.

  • 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

Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.

For all US & Canada Postings: You may submit your application materials online or call 1.888.556.7420 for additional ways to apply. Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran 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, CA: Robert Half will consider for employment qualified Applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.