Senior Analyst, Client Finance

Orchestra•New York, NY

1d•$70,000 - $90,000•Hybrid

About The Position

The Senior Analyst, Client Finance plays a critical role in supporting Orchestra’s financial operations across assigned verticals. You’ll be a key partner to Client Finance leadership and vertical teams, providing analytical and operational support across revenue reporting, forecasting and the revenue lifecycle. This is a mid-senior role for someone who is detail-oriented, analytically strong and comfortable operating within complex, multi-system environments. Role location: This role is based in our New York, N.Y. office on a hybrid basis. The Finance team is in-office at least 3 days per week.

Requirements

3–5+ years of experience in FP&A, accounting, revenue operations, or a related financial role
Strong analytical skills with high attention to detail
Comfort working across multiple financial and operational systems
Strong time management skills including the ability to prioritize multiple deadlines and effectively manage workload
Excellent verbal and written communication skills
Ability to partner cross-functionally and communicate clearly with non-finance stakeholders
Able to streamline tasks to ensure accuracy and take “ownership-mentality” in work/clients/practices

Nice To Haves

Agency or client services experience (advertising, PR, communications, or media)

Responsibilities

Support the month-end close process across assigned Verticals, including:
Support month-end close across assigned verticals, including revenue recognition analysis and preparation of supporting schedules
Maintain and update WIP and billable expense trackers; identify and resolve data gaps
Partner with A/R to ensure accurate, timely billing supported by proper documentation
Support in preparing monthly reporting and variance analysis
Monitor daily CRL and GRL deal movement across core systems (Power BI, HubSpot, NetSuite, Quickbase/CLM)
Identify and resolve data discrepancies across systems
Ensure consistency and accuracy of deal data throughout the full revenue lifecycle
Provide day-to-day financial support to vertical teams
Maintain key financial reports ( AR aging, utilization, burn reports, WIP, over-servicing)
Monitor labor hours against correct jobs and execute transfers as needed
Open and manage projects in NetSuite
Support AR function with Billing Supervisor, driving timely collections through proactive internal and client follow-up
Participate in vertical meetings with internal stakeholders
Support ad hoc analyses and cross-functional projects as needed
Preparing revenue recognition analysis and supporting schedules
Updating WIP and billable expense trackers; identifying and resolving data gaps
Partnering with the Billing team to provide documentation that supports accurate and timely billing
Support the Client Finance lead in preparing reporting, variance analysis, and ad hoc financial insights for leadership
Prepare month-end journal entries for revenue