Associate Finance Analyst
About The Position
The Associate Finance Analyst is responsible for the overall financial management for our client portfolio, their commercial agreement, reporting and general day-to-day activities. The Analyst supports the finance team and business leads for all financial deliverables to clients, including reporting, reconciliations and staff plan pricing / reviews. The Analyst works closely to ensure financial elements of the client relationship are communicated, tracked, monitored and managed. The role of the Associate Finance Analyst requires strong attention to detail, is approachable and solution-oriented when presented with problems / issues by staff and team, breaks down problems and issues into critical parts which can be resolved.
Requirements
- Bachelor’s Degree in Finance or Accounting
- Possess analytical rigor and be detail oriented
- Focused on strong/clear communication across all company departments
Nice To Haves
- Experience with SAP
Responsibilities
- Support the Client Finance team to monitor the financial health of assigned client accounts
- Run reports for month-end close, primarily related to revenue recognition
- Review staff plans and program estimates to ensure accuracy and compliance with Momentum and client policies
- Track outstanding and approved program estimates
- Run budget and forecast reports to monitor project burn for both fee and pass through costs
- Support client budget reporting requirements, audit requests, and data collection
- Review expense write-offs and advise Client Finance Manager/Director of expenditures
- Manage cash flow while reviewing vendor payment requests
- Collect commentary on uncollected and past due invoices
- Facilitate communication with domestic and international offices for intercompany transactions and aid in processing documentation
- Review employee reimbursable expenses that require finance approval (i.e. non-billable expenses, expenses missing receipts)
- Review and approve travel requests from Momentum employees
- Maintain files, contracts and other relevant documentation for the Finance team
- Run ad hoc financial queries
- Supporting Momentum’s values
- All other duties as assigned
Benefits
- Flexible Time Off
- Hybrid Work model
- Holidays and Winter Break
- Curated DE&I programs and initiatives
- Medical, Dental and Vision plans
- Short- and Long-term disability
- 401(K) with company match
- EAP – Employee Assistance Plan
- Tuition Reimbursement
- Work from Home stipend
- Referral bonuses
- Training and development opportunities
- Flexible Spending Account
- Health Saving Accounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
