Client Finance Analyst I

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

📋 Description

• Support the overall monthly project accounting, which includes taking notes during monthly status meetings and updating financial trackers.

• Initiate new projects within time and expense systems and files, ensuring signatures are verified, reconciling with Salesforce, and addressing any discrepancies.

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

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

• Aid in the preparation and investigation of hours and expenses related to client projects, including the review of billing roles and rates.

• Generate client invoices based on contracts and follow up on overdue invoices.

• Develop and maintain invoicing waterfalls in accordance with contracts when applicable.

• Assist in the preparation of monthly client accruals.

• Monitor project costs in relation to contracted amounts and direct costs that are shared among projects and clients.

• Set up and monitor new employees and, when applicable, track subcontractor hours, billing rates, and expenses against forecasts and budgets.

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

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

• Help gather 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.

• Intermediate to advanced proficiency in Microsoft Excel.

• Experience in Agency or Professional Services is a plus.

• Familiarity with month-end closing processes.

• Knowledge of Revenue Recognition principles.

• Experience in Project Accounting.

• Background in Client Services or Client-Facing roles.

• Exceptional client service and communication skills.

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

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

• Ability to manage multiple tasks with a keen attention to detail and a strong sense of accountability.

• Excellent interpersonal and relationship-building abilities.

• High ethical standards and integrity when handling confidential and sensitive information.

• Proactive attitude with a strong desire to learn and grow quickly.

🏝️ Benefits

• Discretionary annual bonus.

• Health insurance.

• Retirement savings benefits.

• Life insurance.

• Disability benefits.

• Parental leave.

• Paid time off for sick leave and vacation.

• Fully remote role.