Client Finance Analyst (Entry Level)

PraytellNew York, NY

About The Position

Praytell is a creative communications agency that values strategic thinking, collaboration, and innovation. We are looking for a Client Finance Analyst to support our client invoicing, budget management, and financial reporting processes. This role is ideal for an entry-level candidate with a passion for finance and a desire to grow within a dynamic agency environment. We foster a culture of curiosity, ownership, and continuous improvement, and we are committed to supporting our employees' professional and personal growth.

Requirements

  • 6-12 months of client finance experience through an internship, co-op program, or entry-level role.
  • A bachelor's degree in Finance, Accounting, Economics, or a related discipline, or equivalent relevant experience.
  • Strong attention to detail and organizational skills, with the ability to manage multiple priorities while maintaining accuracy.
  • Comfortable working with numbers and large sets of data, with an eye for spotting discrepancies and digging into the details.
  • Strong working knowledge of Microsoft Excel or Google Sheets, including formulas, pivot tables, and basic data analysis.
  • Strong communication skills and an ability to partner with colleagues across teams to solve problems, ask questions, and keep work moving.
  • Comfortable participating in meetings and communicating directly with both clients and internal teams.
  • Curious, proactive, and eager to learn, with an interest in understanding both the numbers and the business behind them.
  • An interest in building a career in finance (financial planning and analysis, accounting, or client finance).

Nice To Haves

  • Experience with financial, accounting, or reporting systems.
  • Familiarity with platforms like JDE, Cognos, Harvest, or Tungsten.
  • Exposure to client finance, an agency, or professional services environment.
  • Interest in understanding the business behind the numbers.

Responsibilities

  • Support the client invoicing process by preparing, reviewing, and processing invoices accurately and on time.
  • Manage client budgets by tracking fees, expenses, and actuals against planned spend, identifying discrepancies or potential overages.
  • Reconcile client budgets with internal financial data to ensure accurate reporting and financial visibility.
  • Partner with account teams and senior finance team members to support the day-to-day financial management of client accounts.
  • Ensure client billing aligns with scopes of work, billing schedules, purchase orders, and other client-specific requirements.
  • Support accurate timekeeping and project management in Harvest, including project setup, job codes, and troubleshooting.
  • Generate and maintain reports from financial systems (Harvest, Cognos, JDE) to support client teams and business needs.
  • Review financial data across systems for accuracy and completeness and help resolve discrepancies.
  • Support client finance inquiries, billing questions, and invoice follow-up in partnership with senior finance team members.
  • Assist with monthly financial processes, documentation, reconciliations, and audit preparation.
  • Help prepare clear summaries of client financial performance, budget pacing, and other key financial information for internal stakeholders.
  • Partner with senior finance team members on special projects, process improvements, and ad hoc financial analyses.

Benefits

  • Comprehensive health care coverage
  • Employee Stock Ownership Plan (ESOP)
  • 401(k) with company match
  • Flexible Time Off (FTO)
  • 18 company holidays
  • Flex Fridays
  • PrayCare wellness stipend and Rebalance Day
  • Employee Assistance Program (EAP)
  • Paid parental leave and fertility support
  • Training, learning, and professional development programs
  • Camp Praytell
  • Employee Resource Groups (ERGs)
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