Client Services Rep 1 - FCR (Evergreen)
Core
Auditing and reviewing actual financials post-meeting for Life Sciences organizations, ensuring accuracy in government-required Transfer of Value reporting.
Role type
Financial Close & Review Planner
Builds
Financial close reports and compliance documentation for client meetings
Domain
Life Sciences / Healthcare / Compliance
Deliverable
dashboards & analysis
Required skills
Financial calculations, US cultural norms, Microsoft Office suite, system proficiency (EFX, Centris, Sprout, PSA), multi-tasking, attention to detail
Preferred skills
Audit experience, Pharma industry experience, SharePoint, Salesforce, Smartsheet, CRM software, phone systems (Twilio)
Responsibilities
Review speaker travel expenses and honorariums, plot venue/caterer charges, resolve attendance discrepancies, ensure expense matches between systems, obtain and upload receipts, communicate with planners and vendors, trigger compliance risk escalations, log work hours in Sprout/PSA
Seniority
Mid-level, hands-on IC