Assist Project Managers in managing their budget every month.
o Have catch-up calls with Project Managers to forecast their accruals (incoming costs for the month)
o Anticipate any costs they may have missed based on the SOW /POs raised against their project, bring it to their attention and include in the accruals
o Based on the SOW/PO raised against BAU initiatives, forecast accruals
Partner with Finance Business Partner (FBP) to walk through the accruals as per each project and BAU costs, send final list to FBP
Once actuals (transaction list) received, reconcile the actuals with the forecast cost
In conjunction with FBP, maintain cost tracker for YTD costs for visibility to Project & Program Manager, provide variance analysis at a Project, Program, Vendor, Resource Level
Vendor Management (SOW/Invoice tracking)
o On receipt of SOW requests from Project Managers (Change/BAU), check which initiative they are aligned to, check if budgeted, if not budgeted ask them to get approval from Program Manager and inform Finance Business Partner in parallel
o Raise REQs on I Proc system after confirming Finance Codes with FBP, ensure any approval issues dealt with and escalated to program manager, get the PO number generated and inform Finance BP/Project Manager.
o Add new SOW in tracker along with PO number, Initiative Name, Planview Code and Finance Code.
o All incoming Invoices to be mapped against PO number in SOW tracker
o Invoices to be sent for further processing to UK and US contact
o Where invoices dont have a PO number as per SOW tracker,
Liaise with Project Manager for PO number
if no PO raised, estimate total cost for remaining year related to the invoice,
Liaise with Finance BP/ Program Manager for unbudgeted cost,
Ensure included in budget and PO raised to enable invoice processing.
o Have dedicated Monthly calls with Vendors
o Have discussion around issues such as o/s Invoices, SOWs
o Close all issues positively
o Manage smooth working relationship with vendor
Assist Project Manager in updating accurate data in Planview reporting tool
Validate data updated reflects correctly in the management dashboard as per program governance standards
In case of quality issues, high-light to project manager and get data rectified.
Develop & publish management dashboards from Planview data to generate various reports e.g. Finance Report, Milestone Reports, Risk/ Issues and Work Status Reports to highlight Project or Programme performance
Ensure time sheets are reviewed and approved in the absence of Programme Manager
Where timesheet approval pending, liaise with Programme Manager for approval
Assist in on-boarding of new hire through Account Request Submission
Ensure data collection process operates correctly.
Facilitate financial checkpoint meetings, accurately capture all costs, SOWs and Invoices, assist with Planview related data
Take ownership of ensuring open items related to Finance and Planview are followed through till closure.
Salary: INR As per the candidature
/ Financial Services
Functional Area: ITES
, Customer Service
Role Category: Operations
Role: Transitions/Migrations Manager
Employment Type: Permanent Job, Full Time