Operations Finance Partner (Fixed Term Contract – 5 months)

Inizio Group; Philadelphia (Philadelphia County); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking an Operations Finance Partner to enhance project efficiency and ensure seamless execution. This role involves collaborating with delivery teams, reviewing budgets, and using data to identify areas for improvement. You will guide budget owners, support cash flow processes, and ensure financial health across projects. This remote opportunity allows you to work from home while leveraging collaborative offices in Philadelphia. If you have a strong finance background and a passion for optimizing project operations, this is the perfect role for you.

Benefits

Volunteer Days

Enhanced Annual Leave

Life Insurance

Health Insurance

Qualifications

• Experience in commercial finance or finance operations.
• Ability to guide individuals on financial compliance.
• High level of commercial knowledge for complex budgets.

Responsibilities

• Approve client budgets and provide economic guidance.
• Ensure projects start correctly with active systems.
• Support teams during project reconciliation.

Skills

Commercial Finance Experience

Budget Management

Financial Compliance

Data Analysis

Education

Bachelor's Degree in Finance or Related Field

Tools

Smartsheet

Box

Hubspot

Procim

Job description

Operations Finance Partner (Fixed Term Contract - 5 months)

Philadelphia, Pennsylvania

This important role working across the range of our business is to increase project operations, enhance efficiency and ensure the seamless execution of projects by collaborating with our delivery teams.

You will use data and reports to ensure all projects are initiated correctly (from a systems and tools POV) and identify areas for improvement within execution and ongoing financial health. You will review and provide guidance on an event project level to support delivery teams to ensure delivery and commercial excellence processes are applied throughout the meeting and events project life cycle.

We offer a comprehensive benefits package to you including volunteer days, enhanced annual leave, life and health insurance and many other benefits. This is a remote opportunity based from your home office where you can use our collaborative offices based in Philadelphia.

What will you do …

Early stage budget reviews:

Approve all client budgets before client presentation based on baseline economic targets set across the business. Provide guidance to budget owners to improve the economic health of projects

Project initiation:

Review of systems and data to ensure projects are starting correctly:

• Systems / tools active and in place – Smartsheet, Procim, Box and Hubspot
• Ensuring delivery and completion dates are valid
• Time tracking versus planning time left on project
• Margins on target / identify any areas that need improvement before kick off
• Periodically review systems and data to identify any areas of improvement whilst in production:
• Identify any areas to evolve use of tools or systems
• Identify any areas to improve financial health/ any deviation from expected margins
• Supporting teams with cashflow process – billing stages and PO's are correct

Review and support teams at project reconciliation stage and ensure projects close out following processes

Support with new starter onboarding with processes and team refreshers

What do you need to have …

• Previous experience working in a commercial finance or finance operations role
• Ahigh level of commercial knowledge and ability to work across complex budgets
• Ability to guide and coach individuals on processes and financial compliance
• Previous experience using financial and project planning tools –Smartsheet and Box advantageous

A bit about us ….

Part of Inizio Engage XD, we are an unusually shaped communications group that creates experiences that inspire lasting change. We partner with clients to provide employee engagement, learning and training solutions, scientific engagement and capability building, all underpinned by applied behavioural science. We engage internal and external audiences through the delivery of live and virtual experiences, film, digital, and immersive content

Don't meet every job requirement? That's okay! We are dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but your experience doesn't perfectly fit every qualification, we encourage you to apply anyway. You may be just the right person for this role or others.

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