Finance Analyst

Daniel J. Edelman•Chicago, NY

8d•Onsite

About The Position

Reporting to the Finance Manager, the Financial Analyst 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

Bachelor’s Degree in Finance or Accounting. In lieu of a degree, one year of Financial or Accounting experience.
Strong Microsoft Office skills.

Nice To Haves

Strong interpersonal communication skills
Client service oriented
Fosters positive working relationships
Well organized with strong time management skills and attention to detail

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 of client staffing and pricing process under supervision of Finance Manager
Review and approve sourcing department’s service orders (with oversight)
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
Contribute to performance appraisal process for peers and managers