Client Billing & Financial Analyst

Edelman Smithfield; New York, Northern (NY, KY); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical and dental insurance

Vision insurance

401K

Life insurance

Disability insurance

Paid time off

Travel assistance

Wellness programing

Job summary

Edelman is seeking a Financial Analyst in New York who will facilitate billing, perform financial analysis, and provide reporting for various projects and smaller clients. You will report to the Finance Manager and support client finance partners and internal teams across engagements.

The ideal candidate has a Bachelor’s Degree in Finance or Accounting or one year of related experience, with strong MS Office skills and a client-service mindset.

Qualifications

• Bachelor’s Degree in Finance or Accounting; or one year of Financial or Accounting experience.
• Strong Microsoft Office skills.

Responsibilities

• Client Servicing
• Maintain files, documents, and other relevant documentation
• Support client finance partners and internal client teams across one or more clients
• Assist with client reporting, audit requests and data collection
• Run financial queries upon staff request
• Maintain repository of critical client information
• Ad hoc requests and projects
• Calculate and track monthly revenues based on active contracts and client billings
• Ensure timely submission of invoices and supporting documentation to client
• Financial Management and Planning
• Gain exposure of client staffing and pricing process under supervision of Finance Manager
• Review and approve sourcing department’s service orders (with oversight)
• Fee Reconciliation
• Assist project managers with billing review
• Assist in collecting commentary on aged receivables
• Review project request forms for compliance and open project codes
• Process purchase orders upon request
• Provide time and expense details to PM’s as incurred on project(s)
• Review missing time reports weekly and follow up with delinquencies
• Update client budget tracker monthly
• People Management
• Contribute to performance appraisal process for peers and managers

Skills

Interpersonal communication

Client service

Time management

Attention to detail

Education

Bachelor’s Degree in Finance or Accounting

Tools

Microsoft Office

Job description

Edelman is seeking a Financial Analyst in New York who will facilitate billing, perform financial analysis, and provide reporting for various projects and smaller clients. You will report to the Finance Manager and support client finance partners and internal teams across engagements.

The ideal candidate has a Bachelor’s Degree in Finance or Accounting or one year of related experience, with strong MS Office skills and a client-service mindset.