Associate (Finance)
Responsible for full delivery of a project from start to finish with team / ownership of all associated tasks.
Manages the team to produce work efficiently and profitably
Manages agendas, meeting minutes, and regular project status communications
Assumes responsibility for monthly invoicing and timely response to fee drafts and assist in collections issues and help resolve any related issues
Participate in negotiations for additional services / scope modifications.
Develops technical skills appropriate to area of expertise and continually improves skills and knowledge through supplemental education, seminars, etc.
Requires minimal supervision from Principals
Reviewing RFP (Request for Proposal) and RFQ (Request for Qualification) documents and preparing response packages including drafts of fee proposals, business bios
Creating labor hour budgets for projects relative to work they have managed
Works with principals on project load and billings projections.
May assist in developing expertise related to a specialized studio in a specific lighting project type or application (i.e. Practice Leader Group - PLG)
Working with Clients - Client Responsibilities
Develops good client and/or related business relationships resulting in client satisfaction and binds HLB to that client
Promotes the firm through repeat business and their individual Principal Marketing Plan - PMP or Personal Success Plan - PSP
Enhance HLB's value to the client and promote the firm
Ability to trouble-shoot problems associated with the project team and participate in implementing well thought solutions
Develops communication tools to manage client expectations
Pursue existing and new clients through Principal Marketing Plan - PMP or Personal Success Plan - PSP
Involvement in marketing presentations
Represent the firm to client, peer organizations, and business associates
Working with Teammates and Managers - Management Responsibilities
Manage and Mentor team effectively - delegation skills
Manages their work in addition to their teams' - prioritizes critical path items for multiple projects or team members
Implement good judgment and leadership within the project team to support the firm's business model.
Has a good framework for resolving issues and understands the stages of identifying the problem and enlisting others when necessary and implements the solution well with regards to internal teamwork.
Participate in office-wide discussions and decisions regarding staffing, profitability, performances with the principals in respective office.
Recognize your work serves as a role model for others and mentor those professional skills appropriately
Interfaces among the principals, design/technical staff and business team as needed.
Assists in office-wide coordination of resources and staff
Serves in a quality assurance role with their team members and the firm and shares best practices
HLB's Corporate Culture and Values - Responsibilities to HLB initiatives
Takes initiative to improve methods of work, procedures and environment that are in the best interest of the firm.
Active participation in recruiting and retaining efforts
Represents the firm in a professional manner
Participation in Designing Our Future (DOF) initiatives and supporting HLB's culture
Reinforce HLB values - Artistry, Curiosity, Balance, Integrity, Legacy
Looks for opportunities to collaborate with other HLB offices on project, Designing Our Future, business workgroup avenues in a meaningful way.