Senior Client Finance Analyst

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

📋 Description

• Provide comprehensive financial management for the client portfolio, including reporting, daily operations, and month-end closing tasks.

• Assist with monthly project accounting, facilitate status meetings with project managers, and oversee project updates in financial trackers.

• Examine and reconcile new projects, change orders, budget modifications, carve-outs, milestones, revenue types, signatures, Salesforce data, and intercompany amounts.

• Establish new clients in accounting systems and files, align employees with billable rates, and review MSAs for rebates and discounts.

• Analyze intercompany revenue and cost transactions, support intercompany contract execution, and assess cost allocations.

• Aid in revenue recognition and ensure contract compliance.

• Generate monthly project revenue forecasts and budget/plan comparisons.

• Evaluate project hours, expenses, roles, and rates against forecasts.

• Compile and review client invoicing, follow up on overdue invoices, and manage contract invoicing waterfalls.

• Review and submit monthly client accruals, consolidating with other Precision entities.

• Analyze Salesforce business development opportunities, ensuring accuracy within financial trackers.

• Monitor employee and subcontractor hours, expenses, and billing rates against forecasts and budget.

• Review expense reports, invoices, and credit card entries for appropriate billable-project coding and approval.

• Identify, allocate, and evaluate intercompany transactions.

• Support ad hoc projects, annual budget preparation, P&L budget line items, annual audit assistance, policies and procedures, and monthly closing activities.

• Mentor and guide junior staff on client finance best practices and career growth.

⛳️ Requirements

• Bachelor's degree with a focus on accounting, finance, or business.

• Over 3 years of relevant accounting/finance experience.

• Intermediate to advanced proficiency in Microsoft Excel.

• Experience in agency or professional services is a plus.

• Familiarity with month-end closing processes.

• Experience with revenue recognition.

• Background in project accounting.

• Client services or client-facing experience.

• Exceptional client service and communication abilities.

• Deadline-driven with strong time management and organizational skills.

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

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

• Ability to manage multiple tasks with a keen attention to detail and high accountability.

• Excellent interpersonal and relationship-building skills.

• Commitment to ethics and integrity when managing confidential and sensitive information.

• Proactive attitude with a desire to learn and advance quickly.

🏝️ Benefits

• Discretionary annual bonus.

• Health insurance.

• Retirement savings benefits.

• Life insurance.

• Disability benefits.

• Parental leave.

• Paid time off for sick leave and vacation.