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- Microsoft Outlook
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PSA Specialist

Futurestep, A Korn Ferry Company -
Dallas, TX

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Job Details

Qualifications

Customer communication

Full Job Description

Company Description

COMPANY BACKGROUND & CULTURE
Korn Ferry is the preeminent global people and organizational advisory firm. We are nearly 7,000 colleagues, sharing a single purpose: helping leaders, organizations, and societies succeed by releasing the full power and potential of people.

We deliver services through three divisions:

Korn Ferry Executive Search, which helps you attract the best executive talent with the right fit.
Korn Ferry Hay Group, which helps you align your organization and people; developing, engaging, and rewarding them to achieve business success.
Korn Ferry Futurestep, which delivers professional talent with impact.

Through our combined strength and specialized expertise, we have an unrivaled ability to address the entire talent continuum. Our insight is supported by robust data on more than 20 million professionals in 114 countries.

Job Description

The Role

The PSA support specialist manages all the financials for select client projects. SAP is the Korn Ferry Hay Group financial system and we use a web based interface (PSA) as well as other proprietary business system to manage our projects. This role will use systems to support consultants and project managers in setting up, monitoring and controlling the financials of projects. As a primary contact for fielding client requests, the PSA support specialist is critical to the ability of Korn Ferry Hay Group (KFHG) to provide excellent customer service.

The purpose of this role is to maintain project financials and manage all system entry, data and reporting requirements so that our projects are financially healthy and our systems accurately represent the projects in the field.

Key Accountabilities

Systems expertise

Build relationships with consultants to understand the nature of the projects and clients
Advise consultants on the most effective way to use the financial system for their projects
Look for opportunities to improve the system and streamline processes and champion these improvements within the PMO

Accurate project set up

Interpret contracts to define the most effective way to set up in the system
Enter projects into the system accurately and within agreed timeframes
Work with consultants and PMs to define resources for projects and enter into system
Set up and maintain client information in systems

Project Maintenance

Monitor time entry for projects and ensure all time is entered
Monitor project financials, raise issues and opportunities related to revenue to consultants
Distribute project reports to consultants communicating requirements around forecasting, revenue recognition and billing
Track project expenses
Partner with consultants on monthly revenue calls
Co-ordinate and manage use of external contractors on projects

Collections

Trigger invoices according to billing schedule and project set up
Manage collections proactively through monitoring billing reports and communicating with account leader when outstanding invoices require action.
May build relationships with client accounts payable departments to facilitate collections process

Close projects

Keep system clean through closing projects once complete
Document and report on project profitability at project, client and territory levels
Document lessons learned and suggested improvements regarding project set up and financial management

Manage customer interface

Act as the first point of contact for client queries on projects, including contracts, delivery and financial queries

Qualifications

Skills & Experience

A bachelor’s degree (or equivalent) in business or on a related field is highly preferred
1 year corporate setting experience preferred
Aptitude for financial and mathematical concepts
Experience in accounting and customer service related fields is a plus
Experience with SAP or other ERP systems a plus

Other

Strong financial acumen
Strong customer service skills for both internal and external customers
Must be able to work with little supervision, and be able to organize multiple priorities and work deadlines (in accordance with local employment laws).
Must be detail-oriented
Excellent communication skills with the ability to persuade and influence others without authority
Ability to work in a team setting and maintain a positive attitude and outlook when under pressure
High level of professionalism and ability to work with senior level executives.
Proficiency in MS Word, Excel, Outlook, and PowerPoint with the ability to learn challenging internal software programs

Additional Information

All your information will be kept confidential according to EEO guidelines.

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PSA Specialist

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Product Manager (Confidential Client)

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