EFA Specialist
Core
Manage financial performance, budgeting, forecasting, and billing for client engagements from inception to completion. (via careerplan.io/jobs/F7-00B-DD-074-efa-specialist)
Role type
Engagement Financial Advisor (EFA)
Builds
Financial reports, billing processes, and profitability insights for client engagements
Domain
Professional Services / Finance
Deliverable
dashboards & analysis
Required skills
Financial analysis, Project controlling, Budgeting, Forecasting, Billing & collections, Financial reporting, Advanced Excel, AI tools usage
Preferred skills
SAP experience
Responsibilities
Manage project budgeting, pricing, forecasting, and financial performance; Monitor revenue, profitability, utilization, and DSO metrics; Prepare and analyze financial reports to identify red flags; Provide financial guidance to improve project economics; Manage billing processes, collections, and financial reconciliations; Interface with project leaders and finance teams
