Analyst – Revenue Operations & Project Lifecycle

Marsh McLennan; Ciudad de México; On-site; MXN 240,000 - 360,000; Full time

Job summary

RevOps Careers is seeking an Analyst to support the billable project lifecycle across the Americas. You will collect, verify and validate core project details, including client entities, revenue recognition and billing data, ensuring accuracy from setup through completion.

You'll work with Excel-based data, engage with contracts and client history, escalate missing information promptly, and thrive under month- and quarter-end deadlines in a fast-paced, process-driven environment.

Qualifications

• Initial experience in a commercial, finance, operations or professional services environment.
• Working knowledge of Excel, including lookups, SUMIFS, conditional formatting, filtering and pivot tables.
• Exposure to project accounting/invoicing or project lifecycle systems; Salesforce, Certinia or comparable platforms are beneficial, but not required

Responsibilities

• Collect, verify and validate core project details, including client legal entities, revenue recognition type, fees, timelines, billing details, performance fee structures and other required system data points.
• Escalate exceptions or missing information promptly.
• Support billable project lifecycle from setup through completion across assigned Americas practice.

Skills

Attention to detail

Organizational skills

Deadline-driven

Tools

Excel

Salesforce

Certinia

Job description

Role Overview

The Analyst supports the billable project lifecycle process, with primary responsibility for accurate and timely administration of new business opportunities, including project setup code creation, through to project completion across assigned Americas practice.

What You Will Do

Collect, verify and validate core project details, including client legal entities, revenue recognition type, fees, timelines, billing details, performance fee structures and other required system data points; **escalate** exceptions or missing information promptly.

Why It Might Be a Fit

Strong attention to detail and willingness to follow defined controls and operating procedures. Highly organized, ability to connect information across contracts, client history and operational workflow and prioritize routine work and meet deadlines during month- and quarter-end peaks.

Requirements

• Initial experience in a commercial, finance, operations or professional services environment
• Working knowledge of Excel, including lookups, SUMIFS, conditional formatting, filtering and pivot tables
• Exposure to project accounting/invoicing or project lifecycle systems; Salesforce, Certinia or comparable platforms are beneficial, but not required

Read by ReLoop.me

An entry-level administrative role keeping billable project records accurate from setup through completion, following defined controls, with heavy deadline pressure at month and quarter end.

Level (indicative): Emerging. Title vs scope: aligned. Requirement inflation: none. Shape of the role: strongly execution; strongly individual contributor.

Core capabilities: Validating project and client data accuracy, excel lookups, SUMIFS and pivot tables and escalating exceptions and missing information promptly.

Not for you if you want to set strategy and direction, or you want to build new processes from scratch.

Indicative, AI-generated read, no salary range.