Senior Client Finance Analyst

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

📋 Description

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

• Assist with monthly project accounting initiatives and lead designated monthly status meetings with project managers.

• Oversee project updates across financial tracking systems.

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

• Establish new clients within accounting systems and files, including mapping employee-to-billable rates and reviewing MSA rebates and discounts.

• Analyze intercompany revenue and cost transactions, cost allocations, contracts, and changes to project scope.

• Support revenue recognition efforts and ensure adherence to client contracts.

• Generate monthly project revenue forecasts and assess them against the budget or plan.

• Scrutinize project hours, expenses, roles, rates, costs, and subcontractor activities compared to forecasts and budgets.

• Prepare and review client invoices, maintain contract invoicing waterfalls, and follow up on overdue invoices.

• Review and submit monthly client accruals and consolidate accruals across Precision entities.

• Evaluate Salesforce business development opportunities and keep accurate internal schedules and financial trackers.

• Assist with annual budgeting, P&L budget items, annual audit support, new policies and procedures, and monthly closing activities.

• Guide and mentor junior staff on best practices in client finance and career advancement.

⛳️ Requirements

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

• Over 3 years of relevant experience in accounting or finance.

• Intermediate to advanced proficiency in Microsoft Excel.

• Experience in agency or professional services is advantageous.

• Preferred experience in month-end closing procedures.

• Revenue recognition experience is preferred.

• Experience in project accounting is a plus.

• Client services or client-facing experience is preferred.

• Exceptional client service and communication abilities.

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

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

• Proficient in processing and analyzing large volumes of qualitative and quantitative data.

• Ability to handle multiple tasks with meticulous attention to detail and a high level of accountability.

• Excellent interpersonal and relationship-building skills.

• Strong ethics and integrity when handling confidential and sensitive information.

• Self-motivated attitude with a keen interest in rapid learning and growth.

🏝️ Benefits

• Discretionary annual bonus.

• Health insurance.

• Retirement savings benefits.

• Life insurance.

• Disability benefits.

• Parental leave.

• Paid time off for sick leave and vacation.