Financial Analyst

Financial Analyst

Requirements

• At least 1 year of relevant experience in finance, accounting, and/or related fields
• A bachelor’s degree or equivalent work experience
• Proficiency in Microsoft Excel
• Strong interpersonal communication skills
• Well organized with attention to detail
• Enthusiasm to learn

Responsibilities

• Administer billing process, including fee reconciliation and client invoicing
• Ensure timely submission of invoices and supporting documentation to client
• Calculate and track monthly revenue based on active contracts and corresponding scope of work
• Facilitate the negotiation of client contracts with the account staff and legal department
• Analyze trends and cultivate mitigation strategies to assure financial prosperity for accounts managed
• Support client reporting, audit requests, and data collection
• Process purchase orders and run financial queries upon request
• Approve time and expense write-offs and follow up on unbilled WIP;
• Advise manager of expenditures
• Distribute outstanding receivables report to management and work with staff to secure payment
• Report commentary to corporate to ensure healthy cash flow
• Coordinate internal financial allocations cross office (domestic and global)
• Review missing time reports weekly and follow up on delinquencies
• Prepare and review staff utilization reports and flag issues for management
• Ensure department compliance with company financial policies (e.g. revenue recognition, job requisitions, time entry, travel and expense, billing, accounts payable, and new business)
• Train account staff on internal finance systems, procedures, and financial project management
• Communicate with clients regarding budgets, billing, and accounts receivable issues
• Works with account team to ensure financial deliverables and reporting are accomplished by deadlines
• Ad hoc requests and projects

Preferred Qualifications

• Experience in agency setting a strong plus