Client Finance Analyst

McKinney•Durham, NC

4h•Hybrid

About The Position

The Client Finance Analyst will be responsible for generating client billing, managing projects in coordination with the account team, and providing financial support and analysis to client account teams. This role involves monitoring client budgets, preparing financial reports, and acting as the primary financial contact for assigned client business. The analyst will also participate in month-end close processes, inter-company transactions, audits, and ad-hoc projects.

Requirements

Bachelor’s degree with an accounting background
3-5 years of related financial analysis and/or accounting experience, preferably within an advertising, marketing, PR or service industry environment
Finance/Accounting knowledge (Balance Sheet, A/R, P&Ls, etc.)
Possess an understanding of basic accounting principles
Critical Thinker/ Problem Solver - identify alternative solutions, conclusions, or approaches to problems
Organized with ability to prioritize and meet deadlines
Proficiency in Microsoft Office with intermediate Excel experience, creating and using complicated spreadsheets are part of everyday work
Excellent written and verbal communication skills, including the ability to respond effectively and professionally to the most important inquiries
Self-motivated with a strong sense of ownership
Right To Work In The US

Nice To Haves

Experience with NetSuite is strong indicator of success

Responsibilities

Generate client billing for assigned clients
Open, close and manage projects in coordination with account team
Provide financial support to client account teams and monitor client budgets on a project basis
Provide financial information to various departments and clients as required
Provide client financial analysis with the review of monthly results, and summary of monthly billings and reconciliation
Assist in the creation of project estimates, budgets, and client staffing plans, including calculating fees for client staffing plans
Assume role of primary financial contact for account team and resource manager on assigned client business
Generate professional financial reports for review with clients as directed by account team
Provide complete journal entries, time entry transfers and provide invoicing instructions
Reconcile labor hours on client projects
Secure client P.O. or necessary work/payment authorizations and ensure adherence to contract billing policies and workflow procedures
Monitor accounts receivable status and follow-up on aged balances with client
Lead and participate in financial meetings
Participate in the coordination and submission of all internal and external periodic reporting to parent company (actuals, budgets, re-forecasts, balance sheet variance analyses, interest, foreign currency, special year end reporting items/YE reporting packages)
Prepare journal entries in relation to month end close
Assist in inter-company payables and receivables
Assist in all internal and external Audits
Perform reconciliations and analyses of key accounts and coordinate activities with the treasury and accounts payable department
Assist with Ad Hoc projects as assigned