Project Specialist

About The Position

Velosio is looking for a Project Specialist to be an integral member of the Operations Team.

As a

Project Specialist

at Velosio, you will be responsible for managing the financial aspects of client projects, ensuring accurate and timely billing in accordance with contract terms. This role requires strong attention to detail, excellent organizational skills, and the ability to collaborate with project managers, clients, and the finance team to ensure all billing is complete, accurate, and aligned with company policies.

Your Day Might Look Like

• Prepare and process client invoices based on project milestones, time and materials, or other contract terms.
• Review project contracts, budgets, and change orders to ensure accurate billing.
• Collaborate with project managers to verify billing details, timelines, and deliverables.
• Monitor project billing status and follow up on unbilled items or billing discrepancies.
• Reconcile billing data with project accounting and financial reports.
• Maintain accurate records of billed, unbilled, and collected amounts.
• Support month-end closing activities related to project revenue and billing.
• Respond to client inquiries and resolve billing issues in a timely and professional manner.
• Assist with internal and external audits by providing supporting documentation and analysis.
• Continuously improve billing processes and procedures for efficiency and compliance.
  

What You'll Bring

• Bachelor’s degree or equivalent experience in Accounting or Finance
• 3-5 years project time & expense billing in a fast-paced environment a must
• Previous experience with data validation and analysis preferred
• Strong work ethic and ability to work both alone and as a member of a team
• Versatile and able to multitask, handling multiple projects or responsibilities at once
• Excellent attention to detail with the ability to recognize discrepancies
• Strong oral and written communication skills
• Ability to learn new software/tools with minimal supervision
• Preferred advanced skills with Excel
  

Who We Are

At Velosio, we focus on what matters most -

our people.

We are a values-driven organization committed to delivering an outstanding employee experience to all our team members.Velosio’s years of experience with business applications translate to a deep bench of tenured team members with competency across enterprise resource management (ERP), customer relationship management (CRM), and cloud services.We have earned recognition from Microsoft as a top 1% performing partner worldwide and an emerging NetSuite leader. We have strategic independent software vendor (ISV) partnerships and a portfolio of solution and service offerings to accelerate what’s next for business.Our mission is to enable clients to realize business value faster, simplify the process of deploying technology, acquire deeper data-driven insights, and explore ongoing innovation to drive business forward. We support the entire Microsoft Dynamics portfolio, Office 365 family and Azure services. Velosio is the only Microsoft Cloud Distributor that specializes in Dynamics 365 and is a prominent Microsoft Master VAR. Headquartered in Columbus, Ohio, Velosio’s 400 employees serve over 4,000 clients.Beyond our expertise, as a Velosio team member, you can leverage the Velosio award winning culture - a network of top-notch peers, day-to-day flexibility, career development resources and the largest incentive opportunities in the industry.

Some Reasons You Might Like Working With Us

At Velosio,

YOU MATTER.

Due to our proven commitment to delivering an exemplary employee experience, Velosio was awarded

Best Company Culture

and

Best Company for Women

by Comparably in 2023, 2022 and 2021, in addition to

Best Company for Career Growth

,

Best Perks & Benefits

, and

Best Leadership Team

by Comparably in 2022 and 2023!

About

Access the following link to see why

100%

of current Velosio team members feel their company is invested in their career growth,

99%

of current Velosio employees feel their manager cares about them as a person, and

99%

of current Velosio team members look forward to interacting with their coworkers every day:https://www.comparably.com/companies/velosioAt Velosio,

YOUR WELLNESS MATTERS.

Benefits

We know one size doesn't fit all, which is why we offer a comprehensive benefits package that allows our team members to create a personalized plan best suited for their unique needs, including:

• 3 Medical Insurance options with a company contribution to HSA
• 3 Dental Insurance options including adult orthodontics
• 3 Vision Insurance options
• Unlimited PTO!
• Remote working environment
• 401k Match 50% of the first 6%
• StayWell Program - a cash reimbursement up to $600 a year toward Wellness
• Quarterly Incentive Program