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 global 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 to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll.
In order to be considered for a position, you must formally apply via careers.kroll.com.
Kroll is committed to equal opportunity and diversity, and recruits people based on merit.
As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex demands. Kroll's team of more than 6,500 professionals worldwide continues the firm’s nearly 100-year history of trusted expertise spanning risk, governance, transactions and valuation. Our advanced solutions and intelligence provide clients the foresight they need to create an enduring competitive advantage. At Kroll, our values define who we are and how we partner with clients and communities. Learn more at Kroll.com.
