Client Finance Analyst London, United Kingdom Finance

Inizio Evoke; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A forward-thinking company is seeking a Client Finance Analyst for a dynamic role within their finance team. This position involves managing project accounting, collaborating with various stakeholders, and ensuring compliance with financial policies. The ideal candidate will have strong finance experience, particularly in project accounting, and advanced Excel skills. Join an innovative consultancy that values diverse perspectives and offers a collaborative environment where your contributions will directly impact healthcare outcomes. If you thrive in fast-paced settings and are eager to make a difference, this opportunity is perfect for you.

Qualifications

• 2+ years of commercial finance experience in consultancy or agency.
• Intermediate to advanced Excel skills including VLOOKUP and pivot tables.

Responsibilities

• Manage project setups, statuses, and invoicing processes.
• Prepare weekly revenue reports and assist with month-end close.

Skills

Commercial Finance Experience

Project Accounting

Excel (Intermediate to Advanced)

Accounting Packages (Paprika/Maconomy)

Education

Bachelor's Degree in Finance or Related Field

Tools

Paprika

Maconomy

Job description

Location: London, Holborn (Office based, hybrid working)

About the Company:

Incisive Health is a global, award-winning health policy and public affairs consultancy.

We help our clients understand the health policy environments and advise them on how they can cut through the noise with their policy and communications strategies. We also work with our clients to engage with decision makers in government and the NHS to highlight where they can make a difference to improve healthcare and patients’ lives.

About the Role:

We are looking for an experienced Client Finance Analyst for a fixed term (10 months) contract, reporting to the Associate Director of Finance.

The role involved working collaboratively with colleagues across the wider finance team as well as various stakeholders to ensure the smooth running of all aspects of project accounting for the business.

Key Responsibilities:

• Responsible for managing the setup of new projects, updating project statuses, project scope adjustments and time moves
• Partner with project leads, enabling them to understand project financials (revenue recognised, invoicing, direct costs)
• Manage monthly invoicing process ensuring client invoices are raised in line with contract terms and billing schedule
• Assist with the month-end close process, including, but not limited to, revenue recognition, pass through expenses review, revenue re-forecasting and reporting

Review aged-accrued revenue and follow up on unbilled projects

• Responsible for preparing weekly revenue report to show the financial position of the business
• Responsible for responding to ad hoc queries from client teams providing support on all finance matters, delegating up or down as appropriate
• Meet monthly and quarterly close calendar deadlines to ensure all billing is processed in a timely manner
• Assist with month-end balance sheet reconciliations
• Liaise with the credit controller to reduce aged debt and unallocated cash
• Liaise with system support team to improve system functionality
• Ensure compliance with internal finance policies and external statutory regulations
• Ad hoc tasks and reporting for the business and Group as required

Person Specification:

Competencies applicable to the role include:

• Self-starter who is organised and is able to work within a fast paced working environment
• Resilient to be able to work under pressure to achieve deadlines
• Be confident and able to work on own initiative, with limited supervision
• Possess strong attention to detail skills and be able to prioritise multiple tasks
• Have a positive attitude combined with excellent communication skills
• Possess strong interpersonal skills, including ability to liaise with stakeholders at all levels and build and maintain effective working relationships
• Possess the ability to think ahead and anticipate needs before they arise

Qualifications and Skills:

• Minimum 2+ years of commercial finance experience in an agency/ consultancy or similar business set up to Inizio Evoke
• Previous project accounting experience is desirable
• Experience working with global business is desirable
• Intermediate to advanced level in Excel with knowledge of V/H/X lookups, SUMIFS, pivot tables, INDEX and MATCH
• Experience of accounting packages (Paprika and/or Maconomy desirable)

Don't meet every job requirement? That's okay! Our company is dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role, but your experience doesn't perfectly fit every qualification, we encourage you to apply anyway. You may be just the right person for this role or others.

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