Client Finance Analyst

Billing Cycle Management:

• Ensure accurate and timely billing for client projects, with adherence to contractual terms and project timelines
• Manage accounts receivable for clients, ensuring timely follow up on outstanding invoices and minimizing aged balances bad debt exposure
• Work closely with clients to resolve billing discrepancies or payment issues, ensuring smooth cash flow and maintaining strong client relationships
• Act as a key point of contact for clients regarding billing inquiries, payment terms, and other financial-related questions

Contract and Revenue Management:

• Assist in reviewing client contracts prior to execution
• Open billable projects based on client authorization
• Collaborate closely with client account teams to maintain detailed revenue forecast, ensuring monthly changes are communicated timely
• Support in revenue recognition process in accordance with accounting standards (ASC 606), ensuring revenue is recognized accurately across clients
• Provide financial support to client account teams including proactive communication around over/under servicing of project budgets
• Produce and distribute monthly financial health reporting detailing revenue and billing to client account teams; including variance to forecast

Ad hoc Support:

• Provide financial information or analysis to various departments and/or clients as required, including pricing analysis, staffing plans, invoice queries, audit requests, and client-specific contractual reporting requirements
• Participate in Ad Hoc projects as directed

• 3+ years of related financial and/or accounting experience, preferably with an advertising or marketing service industry
• Experience billing digital and/or traditional media is a plus
• Working understanding of professional services Statement of Work contract structures

Basic finance/accounting knowledge (Balance sheet, PL, AR, etc)

• While this is not an accounting position, basic accounting knowledge is critical to success in this role

• Expertise in Microsoft Excel, including ability to perform lookups, create pivot tables, and create reporting from large data sets
• Excellent attention to detail, with the ability to manage multiple projects and deadlines
• Proficiency in financial software and tools (NetSuite, Workfront, Salesforce, MS Office)
• Strong communication skills, with the ability to work cross-functionally and interact with multiple facets of people clients
• Ability to problem solve and manage problems effectively

• Competitive Salary
• Health, Dental and Vision benefit packages to fit all types of lifestyles
• Life, Short- and Long-Term Disability Insurance paid 100% by the company
• FSA / HSA Options
• 401(K) with a generous company match program
• Flexible Paid Time Off (aka- unlimited)
• Paid Parental Leave
• Hybrid and Remote work schedules available
• Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
• Employee Referral Program