Analyst, Client Finance

Adelphi Group•Irving, TX

49d•Hybrid

About The Position

The Analyst, Client Finance Team supports the Senior Director, Finance and Client Engagement teammates in business financial reporting, analysis, and financial management across multiple accounts and client workstreams.

Requirements

Bachelor’s degree Finance or Accounting required
2-4 years of professional work experience
Prior experience translating complex financials clearly and concisely to a variety of internal and external audiences
Hands on experience with Microsoft Business Dynamics AX, D365, IBM Planning Analytics experience required
Microsoft Office expertise (with heavy emphasis on Excel)
Effective communicator; capable of working with external client leaders
Proactive, organized, detail-oriented, with a strong work ethic
Able to multitask, prioritize work, and meet multiple deadlines
Excellent analytical and problem-solving skills
Candidates must local to the Dallas-Fort Worth area and willing to be onsite in the Irving, TX office 3 days weekly.

Nice To Haves

Cognos and/or HFM experience nice to have
Experience with process and financial system improvement is preferred
Experience in professional services firms and/or ‘billable hours’ environment is highly preferred

Responsibilities

Collaborate closely with account leaders team to effectively manage client financials
Proactively consult account lead & team on current and trending business performance and client financials, and make recommendations for growth, portfolio health and overall fiscal performance to drive results and align with company goals
Manage client billing process and reporting
Review and approve client contracts and Statement of Work (SOW) pricing
Work strategically with account leads to ensure healthy client financials, portfolio performance, expense-planning, KPI performance, and company & corporate governance adherence
Partner with Account & Project Management teams in revenue projection assembly and revisions
Assist in month-end and year-end close processes, including reconciliations and journal entries
Execute Accounts Payable function, including invoice coding and vendor disbursements
Prepare and analyze financial reports such as general ledger actuals, Statement of Work (SOW) tracking, and client reconciliations ensuring accuracy and compliance with accounting principles
Partner closely with Account leaders to ensure healthy cash flow management
Assist in setting & driving performance goals for assigned client accounts/book of business
Assist with internal and external audits
Ad-hoc reporting & analysis for the Finance or Account team, as needed