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salesforce excel budgeting invoicing revenue recognition📋 Description
- Support monthly project accounting and client portfolio tracking.
- Lead monthly status meetings with project managers.
- Review and reconcile new projects, milestones, and intercompany amounts.
- Set up new clients in accounting systems and map billable rates.
- Assist revenue recognition and ensure contract compliance.
- Prepare monthly project revenue forecasts vs budget.
🎯 Requirements
- Bachelor’s degree in accounting, finance, or business.
- 3+ years of relevant accounting/finance experience.
- Intermediate to advanced Microsoft Excel skills.
🎁 Benefits
- Discretionary annual bonus
- Health insurance
- Retirement savings benefits
- Life insurance
- Disability benefits
- Parental leave
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