Client Financial Analyst

Opus AgencyBeaverton, OR
46d$63,000 - $75,000

About The Position

The Client Financial Analyst is responsible for managing and implementing strategic financial processes and procedures for client programs, driving financial infrastructure organization, and closely interfacing with agency teams for the success of each client program and event. This role also owns and drives client event budgets while working with various stakeholders, internal and external, who are involved with the program.

Requirements

  • 2 years minimum related experience
  • Strong financial management and operational skills
  • Advanced Proficiency in excel
  • Excellent written and verbal communication skills
  • Demonstrates effective negotiation techniques
  • Strong analysis and judgment skills
  • Accept changes with short notice and tolerate frequent interruptions.
  • Demonstrated experience working independently and as part of a team.
  • Prioritize, manage multiple projects, and effectively perform within tight time constraints.
  • Successfully perform in high stress, fast-paced environment.
  • Excellent judgment and decisiveness, high integrity, enthusiasm, diplomacy, and tact.

Nice To Haves

  • Preferred Bachelor's degree in either Accounting or Finance
  • Familiarity with Concur, Intacct, Salesforce preferred but not required.

Responsibilities

  • Financial budget accountability to client and department on management of assigned programs
  • Create budgets for new programs and clients
  • Analyze data, financial data and non-financial data, and succinctly present results to colleagues and clients
  • Interface with project leads and account executives to launch new clients
  • Create, establish, and help implement financial best practices, streamlined efficiencies and program enhancements
  • Drive growth of existing clients through solid delivery and performance
  • Increased efficiencies gained through experience and expertise
  • Coordination, preparation, and compilation of data / information for clients
  • Maintain and expand industry knowledge, financial and event management, by attending educational workshops or classes; reviewing related publications; establishing networks
  • Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers
  • Conceptualize and help implement strategic enhancements of client programs
  • Other duties may be assigned to meet business needs

Benefits

  • Full time position
  • Opportunities for growth and development
  • Health & Dental Insurance (choice of plans)
  • 100% Employer paid short-term disability and life insurance
  • Opportunity to elect additional life insurance and LTD insurance at employee expense
  • Paid parental leave
  • Opportunity to contribute pre-tax dollars to flexible spending accounts
  • 401(K) with employer match
  • Flexibility in work schedules
  • Generous time off

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Administrative and Support Services

Number of Employees

251-500 employees

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service