The Senior Client Finance Analyst will support the overall financial management for our client portfolio, reporting, general day-to-day activities, and related month end close duties.

Essential functions of the job include but are not limited to:

  • Take on a larger role supporting the overall monthly project accounting efforts including preparing and leading some of the monthly status meetings with project managers and managing project updates across financial trackers.
  • Review & reconcile new projects including verifying signatures, identifying revenue type, agreeing to Salesforce, tracking of milestones/tasks, and intercompany amounts as applicable. Follow up with project leads on discrepancies as required.
  • Review & reconcile change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks.
  • Set up new clients in accounting systems and files including adding and mapping employees to new billable rates, and review of MSA's for rebates and discounts.
  • Review intercompany revenue/cost transactions & updating shared financial trackers. Assist with Interco contract execution. Review cost allocations compared to overall project budget & facilitate project scope changes with other finance teams & project leads.
  • Assist with revenue recognition for project revenues & ensure compliance with client contracts including new contract awards updates and pickup of out of period revenue.
  • Prepare monthly project revenue forecast and comparisons to budget/plan.
  • Review and investigate as required hours and expenses for client projects incurred to track against forecast, assigned roles/rates based on information provided by project leads.
  • Prepare & review approved client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create & maintain waterfall of invoicing per contracts.
  • Review and submit monthly client accruals and submissions to clients. Consolidate accruals with other Precision entities as applicable.
  • Review client business development opportunities in Salesforce and ensure accuracy across internal schedules and financial trackers.
  • Review project costs compared to contracted amounts as well as other direct costs shared across projects/clients.
  • Responsible for set up and tracking of new employees and when applicable subcontractor hours/expenses/bill rates monthly compared to forecast and budget. Forecast future subcontractor costs with inputs from project leads as applicable.
  • Review the coding expense reports, invoices and/or credit card bookings to ensure proper approval to billable projects.
  • Identify, allocate & review intercompany transactions.
  • Assist with ad hoc projects as applicable, including the annual budget preparation. Assist with P&L budget line items as applicable.
  • Review & reconcile supporting documents for the annual audit.
  • Assist in the development and implementation of new policies and procedures to enhance the workflow of the department.
  • Advise junior staff on best practices in approach to client finances. Mentor junior staff as applicable through career development.

Qualifications:

Minimum Required:

  • Bachelor’s degree with a minimum concentration accounting, finance or business
  • 3+ years of relevant accounting/finance experience

Other Required:

  • Intermediate to advanced Microsoft Excel skills

Preferred:

  • Agency or Professional Services experience a plus
  • Month end close experience
  • Revenue Recognition experience
  • Project Accounting experience
  • Client Services/Client Facing experience

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