Analyst, Client Finance

Targetbase; Irving, Northern (TX, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Targetbase in Irving, TX is seeking a Client Finance Analyst to support the Senior Director, Finance and engagement teams with financial reporting and analysis across multiple client workstreams.

The role requires collaboration with account leaders, review of SOW pricing, and proactive guidance on performance, cash flow, and portfolio health. Hybrid work with 3 days in-office is required.

Qualifications

• Bachelor's degree in Finance or Accounting required.
• 2–4 years of professional work experience; internships count.
• Hands-on with Microsoft Dynamics AX, D365 and BM Planning Analytics.

Responsibilities

• Collaborate with account leaders to manage client financials.
• Provide analysis of current and trending business performance and client financials.
• Manage client billing processes and reporting.
• Review contracts and SOW pricing for accuracy and compliance.
• Support revenue projection and cash flow with account teams.
• Assist in month-end/year-end close, reconciliations and journal entries.
• Handle AP tasks including invoice coding and vendor disbursements.
• Prepare financial reports such as GL actuals and SOW tracking.
• Support internal and external audits; assist with ad-hoc reporting.

Skills

Excel

Financial analysis

Budgeting

Communication

Attention to detail

Education

Bachelor's degree in Finance or Accounting

Tools

Microsoft Dynamics AX

D365

BM Planning Analytics

Cognos

HFM

Job description

Agency: Targetbase

Job Function: Finance

Job Subfunction: Financial Planning and Analysis

JOB SCOPE & PURPOSE

The Client Finance Analyst supports the Senior Director, Finance and Client Engagement teammates in business financial reporting, analysis, and financial management across multiple accounts and client workstreams.

MAIN RESPONSIBILITIES

• Collaborate closely with account leaders team to effectively manage client financials
• Proactively consult account lead & team on current and trending business performance and client financials, and make recommendations for growth, portfolio health and overall fiscal performance to drive results and align with company goals
• Manage client billing process and reporting
• Review and approve client contracts and Statement of Work (SOW) pricing
• Work strategically with account leads to ensure healthy client financials, portfolio performance, expense-planning, KPI performance, and company & corporate governance adherence
• Partner with Account & Project Management teams in revenue projection assembly and revisions
• Assist in month-end and year-end close processes, including reconciliations and journal entries
• Execute Accounts Payable function, including invoice coding and vendor disbursements
• Prepare and analyze financial reports such as general ledger actuals, Statement of Work (SOW) tracking, and client reconciliations ensuring accuracy and compliance with accounting principles
• Partner closely with Account leaders to ensure healthy cash flow management
• Assist in setting & driving performance goals for assigned client accounts/book of business
• Assist with internal and external audits
• Ad-hoc reporting & analysis for the Finance or Account team, as needed

EDUCATION & EXPERIENCE

• 2-4 years (internships count!) of professional work experience including
• Experience in professional services firms and/or 'billable hours' environment is highly preferred
• Hands on experience with Microsoft Business Dynamics AX, D365, BM Planning Analytics experience required
• Bachelor's degree Finance or Accounting required
• Experience with process and financial system improvement is preferred
• Cognos and/or HFM experience nice to have

KNOWLEDGE & ABILITY

• Microsoft Office expertise (with heavy emphasis on Excel)
• Effective communicator, capable of working with agency executives and demonstrated ability to translate financials clearly to all audiences
• Proactive, organized, detail-oriented, with a strong work ethic
• Able to multitask, prioritize work, and meet multiple deadlines
• Excellent analytical and problem-solving skills

POSITION REQUIREMENTS

• Overtime as necessary
• Hybrid work schedule - 3 days in our office and 2 days working from home.
• Candidates must local to the DFW area and willing to be onsite in the Irving, TX office 3 days a week.
• Targetbase is a part of Omnicom Precision Marketing Group (OPMG).
• OPMG aligns Omnicom's global digital, data and CRM capabilities to deliver precisely targeted and meaningful customer experiences at scale.
• Using its universal framework of connected data, connected intelligence and connected experiences, OPMG provides services that include data-driven product / service design, technology strategy and implementation, CRM / loyalty strategy and activation, econometric and attribution modelling, technical and business consulting and digital experience design and development.
• Omnicom's policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager.
• Our objective is to increase this requirement over time, and many of our agencies as well as Omnicom's corporate group already require five days of in-office attendance.
• Omnicom is committed to hiring and developing exceptional talent.
• We agree that talent is uniquely distributed, and we're focused on developing inclusive teams that can bring the best solutions to everything we do.
• We strongly believe that celebrating what makes us different makes us better together.
• Join us - we look forward to getting to know you.
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• Link to Recruitment Privacy Notice: https://www.omc.com/privacy-notice
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