FP&A Project Accountant - Grow with Impact (Remote)

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

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.