Senior Client Finance Analyst
New
J
JobgetherFinance
Based in United StatesFull-TimeSenior
Salary$83,000–$105,000 USD
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Job Details
- Experience
- 3+ years of relevant accounting or finance experience
- Required Skills
- SalesforceMicrosoft ExcelAccountingFinancial analysisFinance
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
- 3+ years of relevant accounting or finance experience.
- Intermediate to advanced Microsoft Excel skills.
- Experience with project accounting, month-end close, or revenue recognition.
- Experience in an agency or professional services environment is a plus.
- Strong analytical and problem-solving abilities.
- Excellent organizational and time-management skills.
- Strong attention to detail and accountability.
- Ability to communicate clearly with internal and external stakeholders.
- Demonstrated client-service mindset and integrity.
Responsibilities
- Support monthly project accounting activities and lead project status meetings.
- Reconcile new projects by verifying revenue types, Salesforce data, and milestones.
- Review change orders, budget adjustments, and project milestone updates.
- Set up new clients and maintain billing-rate mappings.
- Review intercompany revenue and cost transactions.
- Manage revenue recognition in alignment with client contracts.
- Prepare and review monthly project revenue forecasts and compare against budgets.
- Analyze project hours and expenses versus forecasts.
- Prepare client invoices and follow up on past-due balances.
- Support annual budgeting, P&L planning, and audit preparation.
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