Senior Client Financial Analyst

New
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Precision Medicine GroupFinancial Services
Remote, United StatesFull-TimeSenior
Salary83,200 - 124,800 USD per year
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Job Details

Experience
3+ years
Required Skills
SalesforceMicrosoft ExcelAccountingBudgetingFinancial analysis

Requirements

  • Bachelor’s degree in accounting, finance, or business.
  • Minimum of 3+ years of relevant accounting/finance experience.
  • Intermediate to advanced Microsoft Excel skills.
  • Excellent client service and communication skills.
  • Deadline-oriented with strong time management skills.
  • Strong analytical and problem-solving abilities.
  • Ability to multitask with high attention to detail.

Responsibilities

  • Prepare and lead monthly status meetings with project managers.
  • Review and reconcile new projects, change orders, and budget adjustments.
  • Set up new clients in accounting systems.
  • Manage intercompany revenue/cost transactions.
  • Assist with revenue recognition and ensure contract compliance.
  • Prepare monthly project revenue forecasts and budget comparisons.
  • Manage client invoicing and monitor past due accounts.
  • Review client accruals and business development opportunities.
  • Assist with annual audit reconciliations and budget preparation.
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83,200 - 124,800 USD per year
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