Assists with the monitoring of WO/job costs, identifies anomalies and provides managers with accurate feedback to enable effective and timely decisions. Also assists with the booking of new projects and change orders, sends notifications of job bookings to internal stakeholders.
Carries out monthly project (WIP) reviews with project managers to identify any costing issues, billings required, schedule impacts; escalates any project issues to manager. Documents status and/ or issues on each project. If necessary, changes projected cost on projects.
Works with customer accounts payable team to ensure timely payment of invoices both on projects and work orders.
Reviews and monitors customer purchase orders and maintains log using Smartsheet. Communicates status to the Financial Vertical Project team and customers.
Creates Customer invoices in Financial System.
Runs month end financial reports and works with manager to achieve planned financial results. Runs financial reports and works with manager to forecast following months revenue and gross margin.
Acts as our customers best service provider always, thereby ensuring Convergint Technologies is the customers 1st choice for service.
Performs other duties and responsibilities as requested or required.
Convergint is a global, service-based systems integrator whose top priority is service in every way – service to customers, colleagues, and community. Delivering value through unparalleled customer service and operational excellence has been foundational at Convergint. Our promise, and our number one objective, is to be our customers’ best service provider.
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