Systems Specialist - Must be willing to work EST hours

Lumanity•Remote,

About The Position

The Systems Specialist serves as the primary point of contact for day-to-day system administration across assigned accounts, playing a critical role in ensuring the accuracy and integrity of project data. This role sits at the intersection of project delivery, finance operations, and systems management, acting as a key connector between internal teams to keep projects on track and financial data aligned.

Requirements

Bachelor’s degree
2 years in project administration or coordination; business or financial operational support; ERP/PSA system administration (experience with Kantata or similar system(s), such as FinancialForce, Workday PSA, etc)

Nice To Haves

Hands-on experience with managing project budgets, hours, and expenses, as well as coordinating among multiple stakeholders
Implementing best practices for data accuracy and reporting
Med Comm industry experience
Financial acumen
Attention to detail
Ability to multi-task and collaborate with internal teams
Strong oral and written communication skills

Responsibilities

Serve as the designated primary point of contact for day-to-day Kantata system administration on assigned accounts, ensuring the integrity of all assigned project-related data.
Maintain a working understanding of NetSuite as it relates to Kantata functionality.
Liaise with Client Project Leads to maintain accurate, up-to-date project information, including aligning project values based on client scope of work or change orders, invoicing cadence, addition of people resources, etc.
Liaise with Finance Operations for Sales Order set-up and changes, as appropriate.
Attend internal team status meetings and update systems accordingly based on discussions.
Inform the Client Project Lead when billing volume risks potential overage on a deliverable/task.
Review out-of-pocket costs included each month on completed Client invoices and update system to ensure those costs are marked as completed.
Monitor Kantata for potential client overservice situations; communicate relevant tasks and details to the Client Project Lead in a timely manner for further action planning.
Schedule and attend monthly EAC meetings; ensure details discussed are reflected in Kantata in alignment with soft and hard close deadlines and related activities.
Capture and action month-end changes required across assigned projects.
Support business planning preparation by helping to compile required information in the agreed format.
Upon confirmation from the Client Project Lead that the project is “Complete,” verify that all tasks, billing milestones, and pass-through cost line items are appropriately marked “Complete,” mark the entire project “Complete” and liaise with Financial Operations to conduct a post-completion audit and execute the archiving process.