Senior Client Finance Analyst

Unlock Health breaks down the walls that healthcare providers have lived with for decades. We connect the dots across managed care and marketing so that providers can realize their missions and patients can get the right care. We've brought together the top healthcare marketing organizations to make this vision a reality, with a team of experts in managed care, technology, and ROI design.

The Role

We are looking for a highly skilled and detail-oriented Senior Client Finance Analyst to join our growing team. This role is ideal for a finance professional with 3+ years of experience in a client-facing financial role—preferably in an advertising or media agency environment. You will support more complex, high-value client accounts, requiring a strong understanding of media billing, project financial management, and revenue recognition. You’ll partner directly with client account leads and cross-functional teams to ensure financial accuracy and transparency, while helping drive operational and billing efficiency across engagements. This position is perfect for someone who thrives in a fast-paced, deadline-driven environment, values accuracy, and enjoys solving financial challenges collaboratively.

What You’ll Do

• Billing Cycle Management
  • Ensure accurate and timely billing for client projects, with adherence to contractual terms and project timelines
  • Coordinate with the media team to review insertion orders, ensure timely billing for all media activity, and reconcile media orders monthly to maintain billing accuracy and completeness
  • 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
• Revenue & Contract Management
  • Assist in the review and financial structuring of client contracts, ensuring compliance with agency policies and accounting standards
  • 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
  • Manage project setup and monitor project financials, ensuring timely recognition of revenue and correct application of billing terms
  • Maintain detailed revenue forecasts and provide variance analysis to CX/PM and finance leadership
• Reporting & Analysis
  • Create and distribute detailed monthly and quarterly reporting packages that outline billing, revenue, margins, and forecasts
  • Provide insights to improve client profitability and operational efficiency
  • Respond to ad hoc financial analysis requests from leadership or client teams
• Ad hoc Support:
  • 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

Ideal Qualifications

• 3+ years of experience in a client finance role
• Proven experience managing media billing processes (digital, traditional, and programmatic)
• Strong understanding of agency contracts, SOWs, and client billing models
• Solid knowledge of finance/accounting principles (P&L, balance sheet, AR, revenue recognition)
• Advanced proficiency in Excel (pivot tables, vlookups, working with large datasets)
• Familiarity with finance software such as NetSuite, Workamajig, Workfront, Salesforce, or similar tools
• Curiosity to ask probing questions based on intuition.
• Excellent attention to detail, organization, and time management skills
• Strong communication and interpersonal skills; able to work collaboratively across departments and communicate with clients
• Proactive and solution-oriented mindset; thrives in a fast-paced, dynamic agency environment