Senior Finance Analyst

Daniel J. Edelman•New York, NY

About The Position

The Senior Financial Analyst is responsible for facilitating the billing process, financial analysis, and reporting for individual projects and larger, more complex client portfolios. The ideal candidate will have excellent written, oral, and interpersonal communication skills, be client-service oriented, and foster positive working relationships. They should be highly organized with strong time management skills, attention to detail, and the ability to manage multiple projects in a fast-paced environment. The successful candidate will also possess strong financial analysis skills and be able to articulate financial concepts in layman’s terms.

Requirements

Excellent written, oral, and interpersonal communication skills
Client-service oriented
Highly organized with strong time management skills
Attention to detail
Ability to manage multiple projects in a fast-paced environment
Strong financial analysis skills
Ability to articulate financial concepts in layman’s terms

Responsibilities

Maintain a repository of critical client information.
Maintain files, contracts, and other relevant documentation.
Coordinate data collection for client audits.
Prepare client management reporting and review project profitability drivers with account teams.
Provide guidance to Project Management and Account teams on monthly project budget-to-actual tracking and other required client reporting.
Partner with Project Managers to prepare client budgets in line with statements of work.
Review and approve Sourcing department service orders, with appropriate oversight.
Calculate and forecast monthly revenues based on active contracts and client billings.
Complete client fee, project, and balance sheet reconciliations.
Facilitate monthly billing between account staff and the Billing department and review billing reports.
Review potential write-offs and escalate concerns to the Senior Finance Lead.
Assist Project Managers with billing reviews.
Ensure service orders are processed in a timely manner.
Review project request forms for compliance and upload them into the appropriate system.
Process purchase orders upon request.
Run financial queries in response to staff requests.
Provide Project Managers with time and expense details as incurred on projects.
Review missing time reports weekly and follow up on outstanding submissions.
Support ad hoc financial requests and projects as required.
Provide ongoing, constructive feedback to junior staff.
Support junior team members through guidance, coaching, and effective delegation.
Demonstrate behaviours consistent with Edelman’s values, Code of Ethics, and Business Conduct.
Set and pursue challenging stretch goals.
Demonstrate effective supervisory and task delegation skills by setting clear expectations and deadlines, providing necessary resources, monitoring progress, and providing feedback.
Commit to continuous learning and improvement of technical and leadership skills.
Take responsibility for personal growth and development using available resources such as ELI, on-the-job training, and mentoring.