ROLE PURPOSE
Centralize the management of service contracts associated with Delivery projects, ensuring efficient control of budgets, hours, compensations, and billing. This role is key to guaranteeing alignment between the PMO, Implementation, Professional Services, and Finance teams, directly contributing to the financial and operational success of the projects.
KEY RESPONSABILITIES AND EXPECT OUTCOMES
Budget Management:
1. Review and monitor the correct registration of initial budgets in management dashboards, establishing benchmarks for each member of the Project team.
2. Review and manage budget adjustments resulting from client change controls, ensuring proper allocation within the dashboard sub-elements.
3. Supervise budget deviations at the portfolio level by comparing the % progress of deliverables vs. the % of budget usage, and escalate review requests for mitigation actions.
Time and Compensation Control:
4. Monitor and reconcile hours reported in certification dashboards, ensuring that closed phases do not exceed assigned budgets.
5. Consolidate hours eligible for compensation per quarter (e.g., Q3-2025), considering the % of confirmed payment and leaving pending hours if they exceed the invoiced amount.
6. Reconcile paid hours vs. compensations in dashboards such as “Available Budget” and “Invoiced vs. Compensations,” adjusting to avoid negative balances and tagging items without budget according to approved adjustments.
Billing and Project Accounting:
7. Monitor project accounting by validating confirmed payments and their impact on compensable hours.
8. Oversee the billing process, ensuring Finance receives requests on time and tracking invoice status until payment confirmation.
9. Record, monitor, and each project's Service Contract based on confirmed payments, budget adjustments, and approved changes throughout the contract lifecycle.
Bonus Management:
10. Calculate automatic bonuses based on budgeted hours, adding percentages for satisfaction and estimate compliance (including adjustments for replanning or extensions).
11. Validate that the % reported in bonuses does not exceed the confirmed payment amount according to billing records.
Reporting and Data Analysis
12. Prepare quarterly compensation reports by exporting data to Excel, using pivot tables and performing additional calculations for financial analysis and KPI tracking.
JOB PROFILE
EDUCATION LEVEL & EXPERIENCE
Education level: Bachelor's degree in Business Administration, Accounting, Project Management or a related field.
Experience: 2 to 3 years of experience in similar roles in project management, budgeting, or finance. Experience with tools such as Monday.com and Vtiger CRM.
