Finance Analyst

Daniel J. Edelman•Chicago, IL

About The Position

Edelman is looking for a Financial Analyst to join our team! This is a hands-on, high-trust role for someone who thrives in a fast-paced environment and takes pride in getting things right the first time. This role is responsible for the facilitation of billing process, financial analysis, and reporting for individual projects. This role will handle financial management for smaller clients.

Requirements

At least 1 year of relevant experience
A Bachelor’s Degree in Finance or Accounting, or equivalent work experience.

Nice To Haves

Strong interpersonal communication skills
Client service oriented
Ability to foster positive working relationships
Well-organized with strong time management skills and attention to detail
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Responsibilities

Maintain files, documents, and other relevant documentation
Support client finance partners and internal client teams across one or more clients
Assist with client reporting, audit requests and data collection
Run financial queries upon staff request
Maintain repository of critical client information
Calculate and track monthly revenues based on active contracts and client billings
Ensure timely submission of invoices and supporting documentation to client
Gain exposure to client staffing and pricing process under supervision of Finance Manager
Review and approve sourcing department’s service orders (with oversight)
Manage fee reconciliation
Review and escalate to senior finance lead on any write-offs in billing review
Assist project managers with billing review
Assist in collecting commentary on aged receivables
Review project request forms for compliance and open project codes
Process purchase orders upon request
Provide time and expense details to PM’s as incurred on project(s)
Review missing time reports weekly and follow up with delinquencies
Update client budget tracker monthly