Project Administrator (Finance)

connexx strategies

Fresher

Philippines

Posted 9 hours ago
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Job Description

Core Purpose:

Support FGSA delivery of implementation projects for clients in an effective and efficient manner.

Key accountabilities:

As part of a team support consultants responsible for multiple projects implementing Xero's cloud-based practice tools for Accounting Firms and SMEs
Deliver a high level of attention to detail on many small but very important tasks.
Develop engaged trusted client and team engagement through deep knowledge of product, prompt response to enquiry and effective post implementation support through Go Live period
Contribute to team meetings including process improvement, automation suggestions and supporting others to complete implementations to promised client project timelines

Key tasks may include, but not be limited to:

Complete Project Implementation at direction of Consultant Project Owner, in line with agreed Client expectations and in accordance with FGSA processes and procedures. Specific tasks include: Manage own program of projects to ensure that all projects are able to be delivered and raise any conflicts with Manager proactively
Understand Consultant expectations for project, timelines and tasks to define the project scope
Deliver the implementation project to a high standard
Provide technical guidance and support to client contact throughout the support were directed
Create and maintain meaningful trusted client and client contact relationships in the project ensuring all client and client contact information is accurate and updated in FGSA CRM
Client communication – (written and verbal) - Effective management of client's email communication with prompt responses. Ensure understanding of client needs and detail what is required from the client in terms they are able to action appropriately
Escalate potential Client or client project issues to Manager within 1 working day
Perform regular project integrity and quality audits including peer review
Understand data privacy laws and privacy principles relevant to clients
Technical Expertise – attend internal, industry and technology forum to become a subject matter expert on tech products FGSA uses including Xero, Xero ecosystems applications available to client target market and FGSA tech partnerships including FYI
Quality – Support the team by identifying process improvements. Raise them through team meetings so that your Manager can investigate and prioritise delivery of automation solutions
Internal team communication - Able to manage conflicting client priorities, escalate issues, communicate workload issues and when available to help others to meet quality and project delivery expectations.
Support for induction/ training – this role may also to be required to train other staff on documented standard FGS processes
Respond to manager or colleague requests promptly

Qualification:

Bachelors Degree in a relevant discipline e.g. Accounting or Business

Technical Expertise and/or background

Ideally worked in a professional services practice/accounting firm or application ecosystem
Advanced Microsoft Office Suite skills particularly Excel and Word
Strongly prefer knowledge of Xero Practice Platform (XPM) or accounting software knowledge
Existing implementation or data manipulation experience
Communication skills are very important including fluent verbal English and writing capability
Needs to be a process driven person who is comfortable following detailed processes
Must be a sound analytical person e.g. troubleshoot issues and meticulously follow up and resolve
Able to use time very efficiently – able to be productive and focused on quality outcomes
Able to be self-driven – able to work independently and as part of a team with a focus on executional excellence and results
Resilient – able to work under time and project pressure
Work with our core values

Some of the benefits include: