Added
1 day ago
Type
Full time
Salary
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Related skills

crm data analysis excel financial software dashboards

πŸ“‹ 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.

🎯 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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