FP&A Project Accountant

Relevate Health; Cincinnati (OH); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Unlimited PTO

401K

Pet Insurance

Health, Dental and Vision

Employer-paid STD, LTD, Critical Illl?

Job summary

Relevate Health is seeking a Project Accountant to own the financial health of project segments from setup through revenue recognition, invoicing, forecasting, and reporting. You will partner with account teams and business unit leaders to align budgets, actuals, and profitability.

The role offers exposure to leadership, collaboration across finance, operations, and sales, and opportunities to grow within a healthcare marketing environment. Hybrid option for nearby staff, remote for others.

Qualifications

• Advanced Microsoft Excel skills and ability to analyze large data sets.
• Basic project accounting experience.
• A working understanding of core financial concepts, such as revenue recognition.
• Great positivity and energy with a collaborative approach.
• Proficiency in Microsoft Word, Outlook, and PowerPoint.

Responsibilities

• Own the financial lifecycle of projects, including initial set up, budget tracking, forecasting, and reporting
• Prepare project level reconciliations and review budget balances, actuals versus budget, profitability, and monthly invoicing with key account leads
• Calculate revenue and accruals across three business units
• Lead the monthly revenue forecasting process, with weekly or biweekly check-ins with account teams
• Partner with the Accounts Receivable team to get monthly invoices out on time
• Review and approve scope and project set up to confirm alignment with client contracts, including brand, product, and pricing
• Validate adjustments to scopes, time entries, expenses, transfers, and write-offs in line with company policy
• Keep core project information accurate in our financial systems to support clean reporting and billing
• Deliver burn reporting, month end reporting, invoicing reports, and audit reports
• Manage and work across our project and finance platforms, including Zoho (CRM), Workfront (project management), Sage Intacct (accounting and ERP), and Power BI (reporting)
• Collaborate with finance, operations, and sales throughout the life of each project
• Support project staffing and capacity planning for your assigned business units
• Jump in on ad hoc requests and audit reconciliations

Skills

Advanced Excel

Project accounting

Revenue recognition

Positive energy

Word/Outlook/PowerPoint

Education

Bachelor's degree in Accounting or Finance

Tools

Workfront

Sage Intacct

Power BI

Zoho CRM

Job description

FP&A Project Accountant | Relevate Health

WHO WE ARE

At Relevate Health, we believe every HCP communication should be relevant, and we have built a company full of exceptional people who show up every day to make that real. We are healthcare marketing experts who push ourselves to the highest possible levels to further our purpose and exceed our goals. Our growth is fueled by an extraordinary culture, a team that genuinely cares, and work that matters.

THE OPPORTUNITY

We are looking for a Project Accountant to join our growing FP&A team and take true ownership of the financial health of your own business segment from day one. You will manage the project lifecycle from financial set up through revenue recognition, billing, forecasting, and reporting, and you will partner directly with account teams and business unit leaders to keep everyone aligned on budgets, actuals, and profitability. You will work across multiple business units, build strong relationships with finance, operations, and sales, and get exposure to leadership that many early-career finance roles never offer. This is a role for someone who is sharp in Excel, curious about how the business really works, and brings positive energy to every conversation. There is plenty of room to grow here, and we will help you get there.

WHAT YOU'LL DO

• Own the financial lifecycle of projects, including initial set up, budget tracking, forecasting, and reporting
• Prepare project level reconciliations and review budget balances, actuals versus budget, profitability, and monthly invoicing with key account leads
• Calculate revenue and accruals across three business units
• Lead the monthly revenue forecasting process, with weekly or biweekly check-ins with account teams
• Partner with the Accounts Receivable team to get monthly invoices out on time
• Review and approve scope and project set up to confirm alignment with client contracts, including brand, product, and pricing
• Validate adjustments to scopes, time entries, expenses, transfers, and write-offs in line with company policy
• Keep core project information accurate in our financial systems to support clean reporting and billing
• Deliver burn reporting, month end reporting, invoicing reports, and audit reports
• Manage and work across our project and finance platforms, including Zoho (CRM), Workfront (project management), Sage Intacct (accounting and ERP), and Power BI (reporting)
• Collaborate with finance, operations, and sales throughout the life of each project
• Support project staffing and capacity planning for your assigned business units
• Jump in on ad hoc requests and audit reconciliations

WHAT WE'RE LOOKING FOR

Must-Haves

• Advanced Microsoft Excel skills, including the ability to analyze and summarize large data sets
• Basic project accounting experience
• A working understanding of core financial concepts, such as revenue recognition
• Great positivity and energy, and a collaborative, can-do approach
• Proficiency in Microsoft Word, Outlook, and PowerPoint

Big Pluses

• Experience in a healthcare marketing agency environment (especially agency side)
• Pharma industry experience
• Hands-on experience with Workfront, Sage Intacct, or Power BI
• Experience with billing milestones, accruals, or monthly forecasting
• Familiarity with CRM tools such as Zoho

Education

Bachelor's degree in Accounting or Finance.

This role does not require travel. Colleagues located within 40 miles of a Relevate Health office (Cincinnati or New Jersey) work in a hybrid arrangement, and all others work remotely.

WHY RELEVATE?

We offer more than a job. We offer a place to grow, do meaningful work, and feel genuinely supported doing it.

Our Culture and Values

Be a part of a compassionate, driven team that emphasizes open communication through our PACT Core Values: Pioneering, Accountable, Caring, and Transparent.

PACT Bonus Program

We put our money where our values are. Every month, we recognize colleagues who go above and beyond to exemplify our PACT Core Values with a monetary bonus ranging from $500 to $2,500. At Relevate, living our values does not go unnoticed.

Be a Part of Our FUN!

• Team Impact: Bringing our colleagues together to think outside the box and implement ingenious activities to involve, inspire, and facilitate positivity and caring.
• Team HOPE: Seeks out philanthropic opportunities so that we can proactively care, respect, help, serve, and grow.

Set Up for Success

A welcoming onboarding program with the focus on setting our new colleagues up for success from day one.

Competitive Pay and Top Benefits, Including:

• Unlimited PTO
• 401K
• Pet Insurance
• Health, Dental and Vision
• Employer-paid STD, LTD, Critical Illness, Accident, Hospital, and Life Insurance
• ...and more!

Relevate Health is an Equal Opportunity Employer. We are committed to fostering an inclusive and diverse workplace where all individuals are treated with respect and dignity, without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law. If you require accommodation during the application process, please contact [e-mail].

FLSA Status: Exempt | Job Type: Full-Time