Client Finance Analyst - Revenue, Forecasting & Analytics

Morgan Street Holdings; Greater London; Hybrid; GBP 38,000 - 52,000; Full time

Job summary

tms is seeking a Client Finance Analyst to join our International Agency Finance team in London. You will provide financial support for a group of clients, covering revenue pricing, annual budgeting, quarterly forecasting, monthly close, data consolidation, profitability reporting, and client-specific reporting and billing oversight.

You will also participate in trade working capital management, partner with client teams and senior finance staff, and help drive performance through insightful

Qualifications

• 2+ years of relevant work experience, services industry background a plus.
• Proficient with Microsoft Office, high-level Excel functionality expected.
• Excellent analytical skills and the ability to translate data findings into actionable solutions.
• Strong communication skills and ability to work with a wide range of stakeholders to drive performance‑oriented decision making.
• Accurate and focused on attention to detail.
• Excellent organization and problem‑solving skills.
• Must be a self‑starter.
• Ability to work independently as well as in a team environment.
• Familiarity with NetSuite a plus.
• Familiarity with Power BI a plus.

Responsibilities

• Financial: support annual client financial plans and forecasts.
• Ensure revenue and client expense recognition in accordance with revenue recognition guidelines and monthly close schedule.
• Analysing and explaining any revenue variances against KPIs.
• Liaising with account teams across new revenue streams to ensure accurate financial planning
• Assisting with the preparation of monthly presentations to client leadership
• Prepare and analyse monthly client reporting packs and provide meaningful commentary to the teams to aid decision‑making.
• WIP and project management and ownership.
• Preparing ad‑hoc client analysis as directed by supervisor.
• Support the client teams with project reconciliations and closure.
• Meeting agency and client‑specific reporting requirements, ensuring timely and accurate completion.
• Preparing and analysing pricing estimates for new projects, ensuring accuracy, adherence to contractual terms and an appropriate level of profitability.
• Ensuring rate cards and pricing matrices are maintained and up‑to‑date
• Maintaining pricing records to enable consistency and informed pricing decisions for future projects
• Meeting agency and client‑specific reporting requirements, ensuring timely and accurate completion.
• Supporting supervisors in securing appropriate client approvals and documentation to enable set up and invoicing
• Tracking audit requests via Connect – providing the team with weekly updates and chasing outstanding items
• Pulling cash receipts, remittances, and proof of delivery from the systems and generally assisting the team to close audit queries in a timely manner
• Consolidating and maintaining audit records for ease of use
• Analysing all TWC components to achieve established targets.
• Ownership of the billing process – to ensure invoicing is accurate, timely, and issued in accordance with client contractual billing guidelines.
• Ensuring all client invoices have accurate information, including the correct tax codes and rates.
• Updating account teams on TWC issues, driving for follow‑up as needed.
• Resolving/escalating TWC issues as required.
• Ad‑hoc projects as assigned.
• Support the finance manager in delivering finance training to the business.

Skills

Microsoft Office

Excel

Analytical skills

Communication skills

Stakeholder management

Attention to detail

Organizational skills

Self-starter

Independence at work

Tools

Power BI

NetSuite

Job description

tms is seeking a Client Finance Analyst to join our International Agency Finance team in London. You will provide financial support for a group of clients, covering revenue pricing, annual budgeting, quarterly forecasting, monthly close, data consolidation, profitability reporting, and client-specific reporting and billing oversight.

You will also participate in trade working capital management, partner with client teams and senior finance staff, and help drive performance through insightful