Operations Specialist (Remote)

Who is Trace3?

Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.

Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it!

Trace3 is headquartered in Irvine, California. We employ more than 1,200 people all over the United States. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco.  

Ready to discover the possibilities that live in technology?

 

Come Join Us!

Street-Smart - Thriving in Dynamic Times

We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the “big picture.” We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems.

Juice - The “Stuff” it takes to be a Needle Mover

We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like.

Teamwork - Humble, Hungry and Smart

We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures – not just their success. We appreciate the individuality of the people around us.

 

JOB SUMMARY:

The Operations Specialist will report directly to the Sr. Manager, Project & Service Operations and will execute and

on deliver a range of responsibilities to comply with Finance requirements and support Project Managers with their

project financial administration to promote a successful client experience. This role will also

be responsible for the internal end to end administration of professional service engagements

including client billing preparations, metric analysis, scheduling, vendor purchase order creations and

vendor bill reconciliation/approval related to professional service engagements.

 

SUMMARY OF ESSENTIAL JOB FUNCTIONS:

Engagement / Project Administration:

• Complete project set-up & validation within the Professional Services Automation (PSA) and

Finance & Operations systems and ensure the project financials are accurate based on the

Statement of Work (SOW), Level of Effort (LOE), and/or Purchase Order (PO).

• Manage specific project portfolios and determine appropriate billing opportunities based on

status of projects and client contractual obligations.

• Generate vendor POs and review/approve incoming vendor bills associated to professional

services engagements.

• Collaborate with the Project Manager(s) and account teams to initiate and generate client

invoices.

• Ensure ongoing revenue recognition as delivery is performed.

• Complete any financial adjustments/corrections as needed.

• Complete project closure procedures including reconciliation of financials.

• Provide proper hand off to the Client Service Center for project resource assignment.

Service Operation:

• Provide governance and ensure all relevant documentations are represented.

• Capture project related data in efforts to manage & improve processes as well as report. and

analyze metrics and trends around resource utilization, contingent staff (OEM, Staff Aug),

placeholder hours etc. Provide recommendations to management.

• Capture reporting requirements and work with internal teams to procure reports for internal

teams

• Perform as needed project administrative duties to facilitate the booking and billing related

functions.

• Perform data clean-up and ongoing maintenance efforts focused around project data integrity

and recouping of unrecognized revenue.

• Provide support & guidance on backend/ operational, and administrative functions performed

by those in the Project Manager role.

• A liaison to finan