Trace3

Overview

The Operations Specialist plays a critical role in supporting the successful delivery of professional services by ensuring seamless financial and administrative execution across project engagements.

About Trace3

Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.

Requirements & Eligibility

• Detail-oriented, highly organized, and analytical with a strong understanding of project financials, systems operations, and process improvement

Key Responsibilities

• Set up and validate new projects in the Professional Services Automation (PSA) and Finance & Operations systems, ensuring alignment with Statements of Work (SOW), Levels of Effort (LOE), and Purchase Orders (PO).
• Manage a portfolio of client engagements; monitor project status and contractual terms to determine billing readiness and ensure timely and accurate invoicing.
• Create vendor POs, and review, reconcile, and approve incoming vendor invoices related to service delivery.
• Perform comprehensive task management including resource reassignments, rate conversions, creation or adjustment of nonbillable tasks to maintain accurate project tracking and compliance with internal standards.
• Coordinate and manage approval workflows by submitting requests to appropriate stakeholders regarding resource assignments, time adjustments, and billing exceptions.
• Track revenue recognition throughout delivery and request necessary financial adjustments or corrections.
• Execute project closure procedures, ensuring accurate reconciliation of financials and documentation.
• Govern documentation and compliance for all active engagements; ensure adherence to internal policies and standards.