- Serve as the primary finance partner for assigned client accounts, supporting client leads with budgets, forecasts, and profitability.
- Develop financial models to track client revenue, expenses, and margins in alignment with contract terms and scopes of work.
- Review Client Statements of Work (SOWs) and pricing proposals, providing financial guidance to help meet profitability targets.
- Monitor revenue recognition and ensure compliance with accounting standards and internal policies.
- Prepare and maintain monthly, quarterly, and annual revenue forecasts at the client level.
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