Client Finance Specialist
The opportunity
At Valtech (legacy Kin + Carta), we’ve got opportunities to offer you — for learning; for growing; for making world-changing impact; for being a real agent of change. Our global workforce exists to unlock a better way to experience the world, and that all starts with our workplace. We’re proud of:
The role
An ideal client finance specialist is a strategic partner in Valtech’s finance team. This role will perform client finance operations, collections, and reporting in Valtech.
The ideal candidate demonstrates strong professional knowledge, communication and analytical skills, with the ability to partner with the business team in a collaborative way. The Client Finance Specialist will report directly to the teams’s Manager.
Role responsibilities
- Invoicing clients including processing weekly and monthly billing from time cards and expenses for approval and monthly submission to clients
- Interfacing with client and sales team leadership to align on onboarding prospective clients and forecast billing
- Interfacing with the client to deliver financial reports at varying cadence by the client
- Communicate effectively to clients to resolve invoicing issues timely
- Assist finance team in resolving collection issues with the client
- Directing Accounts Receivable in their application of cash
- Maintain organized files for AR and client contracts
- Supporting the Client Finance team at an overall organizational level to ensure data accuracy in Sales Force: Rate Cards (bill rates and effective discounting), Payment Terms, Project Details (start/end dates), budget management, and etc.
Minimum qualifications
We want all new hires to succeed in their roles at Valtech. That's why we've outlined the job requirements below. To be considered for this role, it's important that you meet all Minimum Qualifications. If you do not meet all of the Preferred Qualifications, we still encourage you to apply.
- Experience in a finance or accounting support role
- Advanced Microsoft Excel skills
- Strong organizational and time management skills
- Ability to comfortably communicate with employees, clients, and vendors at a variety of levels
- Prominent organization, communication and time management skills.
- Ability to work in a fast-paced environment
Preferred qualifications
- Bachelor’s Degree in Business or a related degree
- Experience with Database Management is a plus
- Experience with Salesforce/FinancialForce PSA and FFA is a plus
Your process
After submitting your application, you will hear from a member of our Talent Acquisition team if your skills and experience match the position. Be mindful of recruitment fraud by only replying and engaging with email contacts that end with the '@valtech.com' or '@kinandcarta.com' domain.
We strive to create an inclusive environment for all candidates. If you have any specific requirements or need reasonable adjustments to participate in the application or interview process, please let us know at kincarta-amer.ta.team@valtech.com.
About Valtech
Valtech, who recently acquired Kin + Carta, is the experience innovation company that exists to unlock a better way to experience the world. By blending crafts, categories, and cultures, our global team of 6,500 professionals in more than 60 offices help brands unlock value in a digitally accelerated world. At the intersection of insights and perspectives, we leverage the power of data, AI, creativity, and technology to achieve experience innovation for many of the world’s best-known organisations, including L’Oreal, NatWest, DWP, P&G, Volkswagen, and US department of Agriculture.
Valtech will always be recognized not just for the quality of the work we deliver, but for all the amazing people that make it happen. We work to create an equitable workplace that gives people from all backgrounds the support they need to thrive, grow and meet their goals (whatever they may be). At Valtech, we don’t just talk about how to get things done; we transform by doing.
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