Engagement Operations Specialist
Core
Conducting initial research on companies, preparing engagement letters, managing engagement processes, handling invoicing and collections, monitoring supplier payments, preparing financial reports, and building annual service forecasts. (via careerplan.io/jobs/F3-007-9D-07E-engagement-operations-specialist-at-kpmg)
Role type
Engagement Operations Specialist
Builds
Engagement processes, financial reports, and service forecasts for firm management and clients
Domain
Professional services (Audit, Tax, Advisory)
Required skills
Research, document preparation, process management, invoicing, collections management, supplier payment monitoring, financial reporting, budget planning, CRM documentation
Preferred skills
Commercial orientation, finance/economics/capital markets/regulation knowledge
Technologies
CRM system
