Client Finance Analyst
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Finance Analyst managing financial activities for client projects at Precision AQ. This role involves accounting efforts, invoicing, and budget preparation for a portfolio of clients.
Responsibilities:
- Assist with the overall monthly project accounting efforts including taking notes from the monthly status meetings with project managers and making project updates across financial trackers.
- Setup new projects awarded in time & expense systems and files including verifying signatures, agreeing to Salesforce and escalating discrepancies.
- Assist with updating project files for change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks.
- Book intercompany revenue/cost transactions & update shared financial trackers.
- Assist with the preparation and investigation of hours and expenses for client projects incurred including review of assigned billing roles/rates.
- Prepare client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create and maintain waterfall of invoicing per contracts.
- Assist in the preparation of monthly client accruals
- Track project costs compared to contracted amounts as well as other direct costs shared across projects/clients.
- Assist in set up & tracking of new employees and when applicable subcontractor hours/bill rates/expenses monthly compared to forecast and budget.
- Update basic and routine monthly general ledger account reconciliations. Collaborate with SG&A team where applicable.
- Assist with ad hoc projects as applicable, including the annual budget preparation.
- Assist in pulling supporting documents for the annual audit
Requirements:
- Bachelor’s degree with a minimum concentration accounting, finance or business
- 0-2 years of relevant accounting/finance experience
- Intermediate to advanced Microsoft Excel skills
- Agency or Professional Services experience a plus
- Month end close experience
- Revenue Recognition experience
- Project Accounting experience
- Client Services/Client Facing experience
Benefits:
- This role is also eligible for a discretionary annual bonus
- Health insurance
- Retirement savings benefits
- Life insurance
- Disability benefits
- Parental leave
- Paid time off for sick leave and vacation
Similar Jobs
Financial Clearance Representative L2 – OON/Special Coverages
Financial Clearance Representative at Ohio State University Physicians enabling seamless patient interactions and insurance verifications. Collaborating closely with patients and healthcare professionals to ensure financial access to care.
Staff Product Manager, Finance Applications
Staff Product Manager driving automation across integrated enterprise systems in finance applications at Reddit. Collaborating with cross-functional teams to optimize financial processes and operations.
Director, Client Finance
Director of Client Finance directing financial controls and client relationships in Engagement Solutions. Overseeing project lifecycle integrity and driving outcomes with Client Finance Managers.
Senior Associate, Financial Institutions
Senior Associate in impact investment managing portfolios for water and sanitation projects. Supporting financial analysis and due diligence for global investments.
Strategic Finance Lead
Strategic Finance Lead managing financial forecasting and planning at Ambience AI Healthcare startup. Collaborating with sales, product, and operations leaders for effective financial visibility.
Financial Analyst
Financial Analyst role at Guild Garage Group focused on financial forecasting and reporting. Involves data analysis to support financial performance improvements and strategic recommendations.
Investment Strategist
Investment Strategist I at Mercer Advisors supporting high net worth clients with investment strategies. Collaborating with financial advisors to deliver tailored investment solutions.
Financial Operations Analyst
Financial Operations Analyst at Flashpoint focusing on data integrity, automation, and financial reporting processes to support corporate forecasting responsibilities.
Group Director, Strategic Planning – Oncology, Pharma Ad Agency Experience Required
Group Director, Strategic Planning leading teams within a marketing agency focused on life sciences. Establishing strategic plans and relationships with internal and client teams to drive marketing effectiveness.
Fractional Chief Financial Officer
Fractional CFO providing strategic financial leadership for construction clients. Leading financial reviews, advising on financial decisions, and maintaining client relationships via remote work.
Finance and Accounting Analyst
Finance & Accounting Analyst responsible for accounting operations and financial reporting at Relay Commerce. Collaborating with GMs and Assistant Controller to ensure accurate reporting.
Senior Financial Analyst – Technology Finance
Senior Financial Analyst driving financial transparency and governance for technology finance at Teladoc Health. Overseeing labor financial processes and utilizing IT financial management tools for operational efficiency.
Senior Financial Analyst
Senior Financial Analyst executing complex financial analysis and reporting for JAX Mice and Clinical Research Services. Collaborating with senior leadership and cross-functional teams to drive decision-making.
Business and Financial Action Officer – R&D Programs
Business Chief of Staff and Financial Action Officer supporting senior executives overseeing high-impact R&D initiatives at Intertwine Associates. Managing operations, financial data, and cross-functional coordination.
Senior Finance Lead
Finance Lead overseeing budgeting, forecasting, and compliance within DMG Entertainment's financial operations. Modernizing processes while ensuring adherence to U.S. financial regulations and standards.
Financial Analyst
Financial Analyst in support of Veterans Health Administration’s RISE Implementation initiative. Providing financial analysis, reporting support, and assisting in budgeting and performance monitoring.
Director of Finance – Hospital Operations
Director of Finance overseeing financial performance at Lehigh Valley Health Network’s hospital operations. Responsible for financial analysis, market projections, and improving operational efficiencies.
Financial Analyst
Financial Analyst providing financial analysis and reporting support for the Veterans Health Administration. Assisting in data collection, budgeting support, and financial performance metrics analysis.
Senior Manager, Program Finance
Senior Manager leading a finance team to support financial control of complex programs. Overseeing development schedules and ensuring accuracy of financial data in a dynamic environment.
Senior Associate, Finance Shared Services – Billing Analyst
Billing Analyst responsible for preparing invoices for various government contracts at L3Harris. Collaborating with Project Finance team and ensuring accuracy in billing operations.