Client Finance Analyst

Burson•Toronto, ON

3d•Hybrid

About The Position

This combined role is split approximately 50/50 between client finance analysis and campaign funding, payment processing and reconciliation. The position supports client financial management, including reporting, budget tracking, revenue forecasting, WIP review, billing readiness, client financial health monitoring, account team guidance, master data support, contract review and pricing inputs. The role also manages the financial administration of influencer and creator campaigns through CreatorIQ, helping ensure client and campaign financial data is accurate, complete and aligned across internal finance systems, trackers and external platform records. This role works closely with finance leadership, account teams, billing, accounts receivable, accounts payable, client stakeholders and external platform partners to support accurate financial execution and timely issue resolution.

Requirements

Minimum 3 years of finance experience in PR, advertising, consulting or professional services
Bilingual proficiency in English and French, with the ability to communicate clearly with internal teams, client stakeholders and external partners
Advanced Excel skills, including formulas, filters, lookups, pivot tables and structured trackers
Experience with purchase orders, invoice processing, payment tracking, budget reconciliation and related finance operations
Strong attention to detail, organizational skills and ability to maintain accurate records across multiple trackers, files and financial data sources
Ability to follow repeatable monthly processes while identifying exceptions, missing information and required adjustments
Clear written and verbal communication skills for coordinating with finance, account teams, client stakeholders and external platform contacts

Nice To Haves

Working proficiency in Maconomy and CreatorIQ is an asset
Understanding of basic tax, invoice and compliance review concepts is an asset

Responsibilities

Support client financial management, including budget tracking, revenue forecasting, WIP review, billing readiness and financial reporting
Proactively identify and escalate issues affecting client financial health, including budget risks, receivable concerns, contractual end dates, margin pressure, over-servicing and billing issues
Provide guidance to account teams on client finance ways of working, including best practices for budget tracking, billing readiness, approvals and issue follow-up
Set up and maintain budget trackers where needed, and support accurate client and project master data including payment terms, rate cards, approvers and related finance details
Support billing quality and account operations through secondary review of billing packages and invoices, job code requests, write-off forms and other finance process requirements
Assist with month-end activities, including revenue review, accruals, deferrals, reconciliations, WIP updates, forecast revenue updates and variance explanations
Support new client contract review, pricing inputs and finance-related onboarding requirements
Partner with account teams and finance stakeholders on project status, scope changes, billing timing, forecast updates and client finance risks
Manage campaign funding requirements, coordinate PO details and ensure campaigns are funded accurately and on schedule
Track campaign payment activity, including funding status, invoice approvals, payment progress and remaining balances
Coordinate with internal teams, client teams and external platform partners to resolve missing information, funding adjustments, invoice questions and payment issues
Prepare tax reconciliations and journal entries by reviewing payment activity against applicable tax amounts and flagging discrepancies before unused funds are finalized
Reconcile campaign financial activity, including POs, invoices, payments, tax reconciliation, credit memos and remaining balances