Client Finance Analyst

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Client Finance Analyst based in United States.

This role supports the financial management and operational performance of a diverse client portfolio.

• Support monthly project accounting activities, including financial tracking, project updates, and selected status meetings with project managers.
• Review and reconcile new projects by verifying signatures, revenue types, Salesforce information, milestones, tasks, and intercompany amounts, following up on discrepancies as needed.
• Review and reconcile change orders, budget adjustments, carve-outs, and project milestones while maintaining accurate financial trackers.
• Set up new clients in accounting systems and supporting files, including mapping employees to billable rates and reviewing Master Service Agreements for rebates and discounts.
• Review intercompany revenue and cost transactions, maintain shared financial trackers, and support intercompany contract execution.
• Review cost allocations against project budgets and coordinate scope changes with finance teams and project leaders.
• Assist with revenue recognition for project revenues, ensuring compliance with client contracts and accurately capturing new awards and out-of-period revenue.
• Prepare monthly project revenue forecasts and analyze variances against budgets and plans.
• Review project hours and expenses against forecasts, budgets, assigned roles, and billing rates, investigating discrepancies where required.
• Prepare and review client invoices in accordance with contractual requirements and follow up on past-due balances; maintain invoicing waterfalls where applicable.
• Review and submit monthly client accruals and consolidate accrual information across relevant business entities.
• Review business development opportunities in Salesforce and ensure accurate information across internal schedules and financial trackers.
• Monitor project costs against contracted amounts and review direct costs shared across projects and clients.
• Set up and track new employees and subcontractors, including hours, expenses, and bill rates, and forecast future subcontractor costs with input from project leads.
• Review expense reports, invoices, and credit card transactions to ensure appropriate approvals and accurate assignment to billable projects.
• Identify, allocate, and review intercompany transactions.
• Support annual budgeting activities, including relevant P&L budget line items and other ad hoc financial projects.
• Review and reconcile supporting documentation required for annual audits.
• Contribute to the development and implementation of policies and procedures that improve departmental workflows and efficiency.
• Mentor and advise junior finance staff on client-finance best practices and support their professional development.
• Assist with monthly close activities and preparation of required financial materials.

• Bachelor’s degree with a concentration in Accounting, Finance, Business, or a related field.
• 3+ years of relevant accounting or finance experience.
• Intermediate to advanced proficiency in Microsoft Excel.
• Strong understanding of financial analysis, project accounting, forecasting, reconciliations, and financial reporting.
• Experience working with large volumes of qualitative and quantitative information and translating data into meaningful financial insights.
• Strong critical thinking, analytical, interpretive, and problem-solving abilities.
• Excellent organizational and time-management skills, with a strong focus on deadlines, accuracy, and accountability.
• Ability to multitask effectively while maintaining a high level of attention to detail.
• Strong written and verbal communication skills, with the ability to interact confidently across different levels of an organization.
• Excellent client-service mindset and the ability to build credibility and trusted relationships with internal and external stakeholders.
• High level of ethics and integrity when handling confidential and sensitive financial information.
• Self-starting attitude, willingness to support colleagues, and enthusiasm for learning and professional growth.
• Professional services or agency experience is preferred.
• Experience with month-end close, revenue recognition, project accounting, or client-facing finance activities is preferred.

• Annual compensation range of $83,000–$105,000 USD.
• Eligibility for a discretionary annual bonus.
• Health insurance coverage.
• Retirement savings benefits.
• Life insurance and disability benefits.
• Parental leave.
• Paid sick leave and vacation.
• Additional employee benefits and programs as applicable.
• Flexible work environment supporting collaboration and professional development.