Related skills
crm data analysis excel financial software dashboardsπ Description
- Deliver value for clients by assisting the Project Director on deliverables.
- Manage daily time entry and weekly invoicing for billable work.
- Communicate clearly with Project Directors, clients, and the Innovative Services Director.
- Oversee assigned work to ensure on-time, high-quality delivery.
- Follow Cogent processes for client and project engagement.
- Review financial reports and apply operational improvements.
π― Requirements
- Strong analytical and problem-solving skills
- Working knowledge of GAAP financial reporting principles
- Ability to interpret financial and operational data
- Advanced proficiency in Microsoft Excel and Office Suite
- Experience using financial software, CRM systems, and dashboards
- Excellent written and verbal communication in English
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