Ensure accurate setup, transition, and maintenance of engagement codes across diverse service lines, supporting financial integrity, operational efficiency, and seamless collaboration between business and finance teams.
Day-to-day responsibilities:
- Transition won opportunities from draft stage to active engagement codes, ensuring data accuracy and alignment with service line structures.
- Verify engagement codes are properly configured with correct accounting structures, breakdown details, and financial attributes.
- Review and process Qcode requests for active engagements in a timely and precise manner.
- Serve as a primary point of contact within the Client Engagement (CE) system, assisting business users with engagement code-related issues and troubleshooting.
- Collaborate with finance and service line teams to support ad hoc reporting, data validation, and engagement-related inquiries.
- Assist the finance team with special projects and ad hoc requests, contributing to cross-functional initiatives and continuous improvement.
- Maintain queue codes submitted by the business to ensure timely and accurate updates to projects as requested.
Essential traits:
- Strong understanding of financial operations in a multi-service line professional services environment
- Detail-oriented with a commitment to data accuracy and compliance
- Effective communicator with the ability to liaise across finance, operations, and service delivery teams
- Proficient in client engagement platforms and financial reporting tools
- Ability to manage competing priorities and deliver results under tight deadlines
About Kroll
Join the integral leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready t
📌 Engagement Management Coordinator (Ciudad de México)
🏢 Kroll
📍 Ciudad de México
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