Analyst, Client Finance

MARUS Marc, Inc; United States; Hybrid; USD 65,000 - 90,000; Full time

Job summary

Targetbase, part of Omnicom Precision Marketing Group, is seeking an Analyst for the Client Finance Team to support the Senior Director, Finance and engagement teammates with financial reporting, analysis, and management across multiple accounts and client workstreams.

You will collaborate with account leaders to manage client financials, advise on performance, handle billing and SOW pricing, assist month-end close, and help ensure cash flow and governance.

Qualifications

• Bachelor’s degree Finance or Accounting required with 2-4 years of professional work experience
• Prior experience translating complex financials clearly and concisely to a variety of internal and external audiences
• Hands on experience with Microsoft Business Dynamics AX, D365, IBM Planning Analytics experience required
• Microsoft Office expertise (with heavy emphasis on Excel)
• Cognos and/or HFM experience nice to have
• Experience with process and financial system improvement is preferred
• Experience in professional services firms and/or ‘billable hours’ environment is highly preferred

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

Skills

Effective communicator

Analytical thinking

Detail-oriented

Multitasking

Education

Bachelor's degree in Finance or Accounting

2-4 years professional experience

Tools

Microsoft Dynamics AX

D365

IBM Planning Analytics

Microsoft Excel

Cognos

HFM

Job description

Agency: Targetbase Job Function: Finance Job Subfunction: Financial Planning and Analysis Job Description: JOB SCOPE & PURPOSE

JOB SCOPE & PURPOSE

The Analyst, Client Finance Team 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

• Bachelor’s degree Finance or Accounting required with 2-4 years of professional work experience
• Prior experience translating complex financials clearly and concisely to a variety of internal and external audiences
• Hands on experience with Microsoft Business Dynamics AX, D365, IBM Planning Analytics experience required
• Microsoft Office expertise (with heavy emphasis on Excel)
• Cognos and/or HFM experience nice to have
• Experience with process and financial system improvement is preferred
• Experience in professional services firms and/or ‘billable hours’ environment is highly preferred

KNOWLEDGE & ABILITY

• Effective communicator; capable of working with external client leaders
• 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 We work a hybrid schedule - 3 days in office and 2 days working from home. Candidates must local to the Dallas-Fort Worth area and willing to be onsite in the Irving, TX office 3 days weekly. 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 modeling, technical and business consulting and digital experience design and development.

#LI-EC1 R12164 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.

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