Sr. Professional Services Operations Analyst

Job purpose

Project cost system and reporting

• Assist with reports that provide visibility into project activity.
• Ensure weekly timesheets are received and completed according to guidelines.
• Audit monthly time-booking data, including non-billable internal time, for accuracy and completeness.
• Audit internal territory and team reporting metrics.
• Support knowledge sharing on PAM within the Operations team and wider Professional Services group.

Close, invoicing, and project metrics

• Distribute project review information and review and process submitted budget revisions.
• Prepare invoice proposals for time-and-materials projects, fixed-price projects when requested, and project expenses.
• Track travel expenses and match non-billable project expenses to projects or ensure project expenses are invoiced to customers.
• Audit revenue and invoicing data and confirm revenue, bookings, backlog, and client project utilization metrics.
• Assist with quarterly business review materials and report resources used across territories.
• Provide Accounts Receivable with information about expected projects for credit checks.

Bookings and contractor operations

• Obtain legal approval and required internal signatures and secure revenue recognition approval for new bookings and change orders.
• Assemble booking packets that may include an MSA, SOW, purchase order, and project accounting budget template.
• Ensure project data is entered accurately and on time and coordinate with project managers to keep resource details current.
• Assist with new contractor agreements and extensions and coordinate contractor onboarding with Central Purchasing.
• Check contractor time and expense costs against recognized revenue and review contractor invoices for entry or Finance processing.
• Provide additional support for resourcing, resource calendars, forecasting, system guidance, and other Professional Services reports.

Experience and qualifications

• At least five years of experience is required; Professional Services experience is preferred.
• An associate or bachelor's degree is preferred.
• Advanced PS systems knowledge and user expertise are required, including Hyperion, SmartView, SharePoint, PAM, and the PS Project Cost Management System.
• Proficiency with Microsoft Word, Excel, and PowerPoint is required.
• Excel skills include basic functionality; pivot tables and advanced functions such as SUMIF, AVERAGE, COUNTA, and VLOOKUP are also described.
• Ability to create PowerPoint presentations from scratch and update existing documents is required.
• Software-company experience is a plus.

Travel

• Limited travel may be required, perhaps one or two trips per year.

Role interfaces and authorities