Sr. Professional Services Operations Analyst

SilkRoad; Derry/Londonderry; On-site; GBP 65,000 - 90,000; Full time

Job summary

SilkRoad is seeking a Senior Operations role within Global Professional Services Operations to provide day-to-day operational support across PS territories. Reports to the Director of Global PS Operations with dotted line to the VP of Professional Services.

The role focuses on data accuracy in the PS Project Cost Management System, end-of-month close processes, invoicing, and cross-territory resource reporting.

Qualifications

• Experience managing project cost data in a professional services context.
• Ability to prepare reports and audit time booking data.

Responsibilities

• Oversee accuracy of Professional Services Project Cost Management System data and audit time booking.
• Manage month and quarter end close processes: distribute project reviews, review budget revisions, and prepare invoice proposals.
• Prepare invoices for T&M projects, FP projects, and project expenses.
• Audit revenue, invoicing data, bookings, backlog and CPU metrics for accuracy before deadlines.
• Assist with PS bookings and change orders; obtain approvals and ensure data is entered in the PS systems.
• Oversee 3rd party contractor cost and revenue tracking: onboarding, contract setup, and expense matching.
• Provide reports on PS data and resources across territories and support forecasting.

Job description

Job Purpose:

Provide day to day operational support to the Professional Services (PS) territory and all related regions/departments; position reports directly to Director of Global PS Operations with strong dotted line to the VP of Professional Services.

Key Responsibilities:

• Operational management and oversight of Professional Services Project Cost Management System data accuracy to include:
  • Assist in the preparation of reports to give visibility into project activity.
  • Ensure that timesheets are received on a weekly basis and completed to meet timesheet guidelines
  • Perform monthly audit of all time booking data to ensure accuracy and completeness
  • Include audit of non-billable internal time to ensure accuracy
  • Monitor and audit all internal reporting for territories/teams to ensure metric accuracy
  • Assist with knowledge sharing in the usage of the PAM system within the Ops Team & the wider PS group.
• Operational management and oversight of month and quarter end close process to include:
  • Distribute Project Review information to PS
  • Review & process Budget revisions submitted by PS
  • Prepare Invoice Proposals for T&M projects for review/approval by PS
  • Prepare Invoice Proposals for FP projects as & when requested by PS
  • Prepare Invoice Proposals for Expenses incurred on projects.
  • Review & track travel expenses to ensure that non-billable project related expenses are matched back to the project in PAM.
  • Audit and confirm that applicable revenue & invoicing data is complete and accurate before deadline. Update invoicing data as required.
  • Audit and confirm that revenue; bookings; backlog and CPU (Client Project Utilization) metrics are accurate
  • Assist in the preparation of materials related to the quarterly business reviews
  • Provide reports on resources used from other territories (e.g., AMS, EMEA or APAC)
  • Provide updated info to AR of upcoming/expected projects for credit check
  • Review & track travel expenses to ensure that project related expenses are invoiced to the customer.
• Operational management and oversight of new PS bookings and change orders which (may) include the following tasks:
  • Obtain legal approval and other required internal signatures on all documents
  • Secure revenue recognition approval
  • Project Budget Import Template
  • Assemble packet that comprises a new PS booking which typically includes:
    • Master Services Agreement (MSA)
    • Statement of Work (SOW)
    • Purchase Order (PO) &
    • Project Accounting Module Budget Template
  • Ensure that project data is entered correctly and timely into PS Project Cost Management System
  • Work with project managers to ensure resources are kept current in PS Project Cost Management System
• Operational management and oversight of Professional Services 3rd Party Contractor cost & revenue tracking to include:
  • Assist with the setting up of new contractor agreements or related extensions
  • Work with Central Purchasing Office (CPO) for contractors to be on boarded
  • Audit and confirm T&M costs to ensure that expenses match recognized revenue
  • Review time & expenses invoices submitted by contractors for GEO & enter into Project Cost Management Systems or forward to Finance for processing
• Provide assistance to PS as needed which may include Resourcing, Resource Calendars, Forecasting, guidance on the use of the Project Cost Management system or other relevant systems and preparing any other reports required on PS data & activity from time to time.

Other Responsibilities:

• Limited travel required; perhaps 1-2 trips per year

Authorities:

• Director of Global Professional Services Operations, Vice President of Professional Services, Senior Vice President of Professional Services

Interfaces:

• Finance/Accounting, Order Processing, Legal, Marketing, Partner/Reseller team, Sales, Professional Services, Technical Support, Human Resources and I.T.