Client Finance Analyst

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Requirements:

• 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, P&L, AR, etc.)
• Expertise in Microsoft Excel, including ability to perform lookups, create pivot tables, and create reporting from large data sets
• 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

Responsibilities:

• 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
• 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
• 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