FP&A Project Accountant

Relevate Health • Cincinnati, OH

9d

About The Position

Relevate Health is seeking a Project Accountant to join its growing FP&A team. The role owns the financial health of assigned business segments and manages projects from financial setup through revenue recognition, billing, forecasting, and reporting. The Project Accountant partners with account teams and business unit leaders to align on budgets, actuals, and profitability, working across multiple business units and collaborating with finance, operations, and sales. The position offers exposure to business leadership and opportunities for growth.

The role does not require travel. Colleagues located within 40 miles of a Relevate Health office in Cincinnati or New Jersey work in a hybrid arrangement; all others work remotely.

Requirements

• Advanced Microsoft Excel skills, including analyzing and summarizing large data sets.
• Basic project accounting experience.
• Working understanding of core financial concepts, such as revenue recognition.
• Positive energy and a collaborative, can-do approach.
• Proficiency in Microsoft Word, Outlook, and PowerPoint.
• Bachelor's degree in Accounting or Finance.

Nice To Haves

• Experience in a healthcare marketing agency environment, especially on the agency side.
• Pharmaceutical industry experience.
• Hands-on experience with Workfront, Sage Intacct, or Power BI.
• Experience with billing milestones, accruals, or monthly forecasting.
• Familiarity with CRM tools such as Zoho.

Responsibilities

• Own the financial lifecycle of projects, including initial setup, budget tracking, forecasting, and reporting.
• Prepare project-level reconciliations and review budget balances, actuals versus budget, profitability, and monthly invoicing with key account leads.
• Calculate revenue and accruals across three business units.
• Lead monthly revenue forecasting, with weekly or biweekly check-ins with account teams.
• Partner with the Accounts Receivable team to ensure monthly invoices are sent on time.
• Review and approve scopes and project setups to confirm alignment with client contracts, including brand, product, and pricing.
• Validate adjustments to scopes, time entries, expenses, transfers, and write-offs in accordance with company policy.
• Maintain accurate core project information in financial systems to support reporting and billing.
• Deliver burn, month-end, invoicing, and audit reports.
• Manage and work across Zoho, Workfront, Sage Intacct, and Power BI.
• Collaborate with finance, operations, and sales throughout each project's lifecycle.
• Support project staffing and capacity planning for assigned business units.
• Respond to ad hoc requests and perform audit reconciliations.

Benefits

• Unlimited PTO
• 401K
• Pet insurance
• Health insurance
• Dental insurance
• Vision insurance
• Employer-paid short-term disability, long-term disability, critical illness, accident, hospital, and life insurance
• Monthly PACT monetary bonuses ranging from $500 to $2,500 for colleagues recognized for exemplifying the company's core values
• Welcoming onboarding program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level