Senior Client Financial Analyst

Job Description

Position Summary:

The Senior Client Finance Analyst will support the overall financial management for our client portfolio, reporting, general day-to-day activities, and related month end close duties.

Essential functions of the job include but are not limited to:

• Take on a larger role supporting the overall monthly project accounting efforts including preparing and leading some of the monthly status meetings with project managers and managing project updates across financial trackers.
• Review & reconcile new projects including verifying signatures, identifying revenue type, agreeing to Salesforce, tracking of milestones/tasks, and intercompany amounts as applicable. Follow up with project leads on discrepancies as required.
• Review & reconcile change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks.
• Set up new clients in accounting systems and files including adding and mapping employees to new billable rates, and review of MSA's for rebates and discounts.
• Review intercompany revenue/cost transactions & updating shared financial trackers. Assist with Interco contract execution. Review cost allocations compared to overall project budget & facilitate project scope changes with other finance teams & project leads.
• Assist with revenue recognition for project revenues & ensure compliance with client contracts including new contract awards updates and pickup of out of period revenue.
• Prepare monthly project revenue forecast and comparisons to budget/plan.
• Review and investigate as required hours and expenses for client projects incurred to track against forecast, assigned roles/rates based on information provided by project leads.
• Prepare & review approved client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create & maintain waterfall of invoicing per contracts.
• Review and submit monthly client accruals and submissions to clients. Consolidate accruals with other Precision entities as applicable.
• Review client business development opportunities in Salesforce and ensure accuracy across internal schedules and financial trackers.
• Review project costs compared to contracted amounts as well as other direct costs shared across projects/clients.
• Responsible for set up and tracking of new employees and when applicable subcontractor hours/expenses/bill rates monthly compared to forecast and budget. Forecast future subcontractor costs with inputs from project leads as applicable.
• Review the coding expense reports, invoices and/or credit card bookings to ensure proper approval to billable projects.
• Identify, allocate & review intercompany transactions.
• Assist with ad hoc projects as applicable, including the annual budget preparation. Assist with P&L budget line items as applicable.
• Review & reconcile supporting documents for the annual audit.
• Assist in the development and implementation of new policies and procedures to enhance the workflow of the department.
• Advise junior staff on best practices in approach to client finances. Mentor junior staff as applicable through career development.
• Assist when and where possible with monthly close activities and help prepare necessary materials.

Qualifications:

Minimum Required:

• Bachelor’s degree with a minimum concentration accounting, finance or business
• 3+ years of relevant accounting/finance experience

Other Required:

• Intermediate to advanced Microsoft Excel skills

Preferred:

• Agency or Professional Services experience a plus
• Month end close experience
• Revenue Recognition experience
• Project Accounting experience
• Client Services/Client Facing experience

Skills:

• Excellent client service including mutual respect and approach to communications as well as timeliness of responses
• Deadline-oriented with good time management and organizational skills
• Proven critical thinking, analytical, interpretative, and problem-solving skills
• Ability to process and analyze large volumes of qualitative and quantitative information
• Ability to multitask with great attention to detail, and high level of accountability
• Display passion and purpose for what we do
• Communication (oral and written) with ability to speak with all levels of the organization
• Strong interpersonal and relationship building skills, and an ability to build credibility with external and internal stakeholders
• Possesses ethics and integrity when dealing with confidential and sensitive information.
• Willingness to extend yourself and assist other team members
• Self-starting attitude with a strong desire to learn and grow rapidly

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