Senior Client Finance Analyst
New
J
JobgetherProfessional Services
Based in United StatesFull-TimeSenior
Salary$83,000–$105,000 USD
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Job Details
- Experience
- At least 3 years of relevant accounting or finance experience.
- Required Skills
- SalesforceMicrosoft ExcelAccountingFinancial analysis
Requirements
- Bachelor’s degree with a concentration in Accounting, Finance, Business, or a related discipline.
- At least 3 years of relevant accounting or finance experience.
- Intermediate to advanced Microsoft Excel skills.
- Strong understanding of financial controls, project budgets, revenue, costs, billing, forecasting, and reconciliations.
- Ability to analyze, organize, reconcile, and report on financial data.
- Excellent organizational, time-management, and multi-tasking skills.
- Exceptional attention to detail and accountability.
- Strong client-service mindset and professional communication skills.
- Experience with project accounting, month-end close, or revenue recognition is preferred.
- Prior experience in an agency or professional services environment is a plus.
Responsibilities
- Support monthly project accounting activities and lead project status meetings.
- Review and reconcile new projects, including contractual details, milestones, and Salesforce information.
- Manage project budget adjustments, change orders, and milestone updates.
- Perform revenue recognition and assist with monthly revenue forecasting.
- Prepare client invoices and monitor past-due balances.
- Support month-end close processes and provide documentation for annual audits.
- Identify and allocate intercompany revenue and cost transactions.
- Contribute to policy and process improvements to enhance finance function efficiency.
- Provide mentorship and guidance to junior finance team members.
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