Sr Client Financial Analyst
Sr Client Financial Analyst
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
About the Role:
We are seeking a motivated detail-oriented Senior Client Financial Analyst to join our Finance team. This role will play a critical part in financial operations and client partnership helping our businesses operate efficiently and profitably. You will collaborate with cross-functional teams develop strong relationships with Client Services and occasionally interface with clients to ensure financial excellence.
Responsibilities:
Be the owner of all things client finance across our three businesses which includes but is not limited to:
- Accounts Receivable: Managing AR processes including billing issuing credits/refunds collections and payment application.
- Reporting: Generating project spend reporting reviewing project burn reports with PMs preparing and presenting client profitability to client directors analyzing pipeline and other ad hoc analysis
- WIP and OOP Management: Oversee Work-in-Progress and Out-of-Pocket (OOP) reporting and billing.
- Rate Card and Role Administration: Maintain and manage rate cards and role classifications in project management tools and pricing tools.
- Job Creation: Ensure each scope of work is properly tracked and classified and has corresponding job number in all relevant systems (NetSuite Screendragon Clickup)
- Scope Review: Review statement of works to ensure favorable financial terms
- Revenue Forecasting: Meet with PMs each week to update project revenue forecasts and ensure accurate and insightful guidance on state of the business
- Monthly Close Assistance: Support close processes including revenue entries
- Collaboration: Build strong partnerships with Client Services Finance and Operations teams and communicate financial insights effectively to internal and external stakeholders.
Qualifications:
- 4-5 years of experience in financial operations preferably within an agency or creative services business.
- Expertise in Excel with advanced skills in data analysis and modeling.
- Strong communication and interpersonal skills capable of building relationships with internal teams and clients.
- Experience with NetSuite Clickup Hubspot and/or Screendragon a plus
- Understanding of project-based business billing and financial systems.
- Proven ability to thrive in a fast-paced dynamic environment with competing priorities.
- High growth potential with a proactive solutions-oriented mindset.
What We Offer:
- A collaborative and entrepreneurial work environment.
- Opportunities to work with high-growth brands and innovative teams.
- The chance to make a significant impact on our financial and operational excellence.
Employment Type
Full Time
