Client Finance Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Support monthly project accounting tasks, including documenting notes from status meetings and updating financial trackers.

• Initiate new projects within time and expense systems and files, confirm signatures, reconcile with Salesforce, and escalate any discrepancies.

• Revise project files to reflect change orders, budget modifications, carve-outs, milestones, and tasks.

• Record intercompany revenue and cost transactions while updating shared financial trackers.

• Aid in preparing and analyzing project hours and expenses, including assessing billing roles and rates.

• Generate client invoices in accordance with contracts and follow up on overdue invoices.

• Develop and maintain invoicing waterfalls when applicable.

• Assist with monthly client accruals.

• Monitor project costs against contracted amounts and shared direct costs.

• Establish and monitor employee and subcontractor hours, billing rates, and expenses in relation to forecasts and budgets.

• Update routine monthly general ledger reconciliations and work collaboratively with the SG&A team.

• Contribute to ad hoc projects, including preparation for the annual budget.

• Help compile supporting documents for the annual audit.

⛳️ Requirements

• Bachelor’s degree with a focus in accounting, finance, or business.

• 0-2 years of relevant experience in accounting or finance.

• Proficient in Microsoft Excel at an intermediate to advanced level.

• Experience in an agency or professional services environment is a plus.

• Familiarity with month-end close processes.

• Knowledge of revenue recognition principles.

• Experience in project accounting.

• Client services or client-facing experience.

• Outstanding client service and communication skills.

• Ability to meet deadlines, with strong time management and organizational skills.

• Strong critical thinking, analytical, interpretative, and problem-solving abilities.

• Capability to process and analyze large amounts of qualitative and quantitative data.

• Skilled at multitasking with a keen attention to detail and a high level of accountability.

• Competence in verbal and written communication with all organizational levels.

• Excellent interpersonal and relationship-building skills.

• Uphold ethics and integrity when managing confidential and sensitive information.

• Self-motivated with a desire to learn and grow quickly.

🏝️ Benefits

• Discretionary annual bonus.

• Health insurance coverage.

• Retirement savings benefits.

• Life insurance options.

• Disability benefits.

• Parental leave provisions.

• Paid time off for sick leave and vacation.