Client Finance Analyst

Durham, NC

Client Finance Analyst

 

Responsibilities

  • Generate client billing for assigned clients
  • Open, close and manage projects in coordination with account team
  • Provide financial support to client account teams and monitor client budgets on a project basis
  • Provide financial information to various departments and clients as required
  • Provide client financial analysis with the review of monthly results, and summary of monthly billings and reconciliation
  • Assist in the creation of project estimates, budgets, and client staffing plans, including calculating fees for client staffing plans
  • Assume role of primary financial contact for account team and resource manager on assigned client business
  • Generate professional financial reports for review with clients as directed by account team
  • Provide complete journal entries, time entry transfers and provide invoicing instructions
  • Reconcile labor hours on client projects
  • Secure client P.O. or necessary work/payment authorizations and ensure adherence to contract billing policies and workflow procedures
  • Monitor accounts receivable status and follow-up on aged balances with client
  • Lead and participate in financial meetings
  • Participate in the coordination and submission of all internal and external periodic reporting to parent company (actuals, budgets, re-forecasts, balance sheet variance analyses, interest, foreign currency, special year end reporting items/YE reporting packages)
  • Prepare journal entries in relation to month end close
  • Assist in inter-company payables and receivables
  • Assist in all internal and external Audits
  • Perform reconciliations and analyses of key accounts and coordinate activities with the treasury and accounts payable department
  • Assist with Ad Hoc projects as assigned

 

 

Qualifications

 

  • Bachelor’s degree with a accounting background
  • 3-5 years of related financial analysis and/or accounting experience, preferably within an advertising, marketing, PR or service industry environment
  • Finance/Accounting knowledge (Balance Sheet, A/R, P&Ls, etc.)
  • Possess an understanding of basic accounting principles
  • Critical Thinker/ Problem Solver - identify alternative solutions, conclusions, or approaches to problems
  • Organized with ability to prioritize and meet deadlines
  • Proficiency in Microsoft Office with intermediate Excel experience, creating and using complicated spreadsheets are part of everyday work
  • Excellent written and verbal communication skills, including the ability to respond effectively and professionally to the most important inquiries
  • Self-motivated with a strong sense of ownership

Experience with NetSuite is strong indicator of success

Salary Range

Our estimated range for this role is $65k - $80k

Compensation packages are based on the skill level and experience each candidate brings to their role. There may also be a more senior or junior position available that could be a better fit with your expertise. Each level has its own compensation range.

We pride ourselves on competitive salaries, and ensuring pay equity exists across our organization. We benchmark each position against existing employee competencies and 4As compensation data which includes geographic and agency size benchmarks. We also meet with department leaders 3x/year to ensure we are supporting employees in living into their full potential.  Our promotions are not limited to a specific time per year. Promotions are tied to performance.  

Right To Work In The US

You must be authorized to work in the US for any employer.  At this time, we are not sponsoring or providing assistance with obtaining work authorization.

McKinney is a place where everyone can grow. Studies have shown that marginalized communities  such as women, LGBTQ+ and people of color are less likely to apply to jobs unless they meet every single qualification. However you identify, and whatever background you bring with you, please apply if this is a role that would make you excited to come into work every day.

We are in the office Tuesday/Wednesday/Thursday on a hybrid schedule. We look forward to meeting you!

 

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