Client Finance Analyst

SOLVE(D) | An IPG Health Company; New York (NY); On-site; USD 50,000 - 65,000; Full time

Job summary

A leading company in healthcare communications is seeking a Client Finance Analyst to manage financial operations and assist in client billing. The role includes interaction with various agency teams and involves ensuring compliance with client contracts. Candidates should hold a Bachelor's Degree in Accounting or Finance and should be adept in financial management.

Benefits

My Time Off (MTO)

Career Progression

Health and wellbeing programs

Company Savings Plans

Parental Leave benefits

Qualifications

• Bachelor's Degree required in Accounting/Finance.
• 0+ years of working experience required.
• Preferred: 1+ years of working experience.

Responsibilities

• Manage job statuses and coordinate with teams for timely estimates.
• Prepare and analyze billing trackers accurately.
• Ensure compliance with client contracts and financial reporting.

Skills

Microsoft Excel

Organizational skills

Education

Bachelor's Degree

Accounting and/or Finance

Tools

SAP

Business Software

Job description

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SOLVE(D) | An IPG Health Company provided pay range

This range is provided by SOLVE(D) | An IPG Health Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $65,000.00/yr

Direct message the job poster from SOLVE(D) | An IPG Health Company

A three-time Network of the Year winner at Cannes Lions Health and winner of an unprecedented twelve Network of the Year titles from the industry's top five creative award shows, IPG Health is one of the world's most awarded global healthcare communications networks. Through combining science, creativity, and strategy, we strive to deliver best-in-class services to our clients. Our 1,900+ employees in 60 offices across 20 countries and 6 continents are united by one vision: to help our clients play a meaningful role in healthier lives. IPG Health is a part of Interpublic Group (IPG).

SOLVE(D) is an IPG Health growth accelerator agency, which combines a start-up entrepreneurial spirit with the capabilities and resources of a global, full-service integrated communication network. SOLVE(D) was born from creative agency DNA and built to use the right combination of media, data science, analytics, technology, and consulting to help deliver omnichannel experiences across touchpoints that drive meaningful connections between brands and audiences. SOLVE(D) 's diverse team of consultants, specialists, and practitioners applies their collective strength, leveraging the right mix of human and technical enablers and accelerators, to maximize market velocity and growth opportunities. Visit solved. health to learn more.

JOB SUMMARY:

The Client Finance Analyst is the day-to-day contact for the financial and operational matters detailed below,with supervision and guidance. The Client Finance Analyst interacts regularly with Account Management and Integrated Production teams and the agency's shared service center. The Client Finance Analyst is responsible for assigned clients and ad hoc projects. The Client Finance Analyst must understand and comply with client contracts relating to compensation, billing, compliance, financial reporting, reconciliation, and other deliverables.

ESSENTIAL FUNCTIONS:

Job Management:

• Own the job status of each project and coordinate with agency teams so that estimates are timely and entered correctly.
• Coordinate monthly billings with the shared service center to complete billing by the deadline.
• Prepare, update, and analyze trackers weekly to ensure all client and billing information is pulled correctly.

Administrative:

• Perform administrative duties and coordinate with agency teams on ad hoc requests.

JOB DUTIES / RESPONSIBILITIES:

• See additional information (if applicable) in the box below for Specialty functions.
• Manage, open, and review requests for all billable and client non-billable jobs opening, closing, and locking as appropriate.
• Own the job status of each project and ensure that when Account Management and Integrated Production request a change in status, Omaha executes swiftly and reports are updated.
• Could you communicate job numbers to team members so timesheets are accurate and timely?
• Coordinate with agency teams, including Account Management and Integrated Production, as well as Client.
• Finance Managersensure thato estimates are entered correctly and timely and updated and approved in the system.
• Coordinate monthly billings with the shared service center to ensure billing is completed by the deadline of each assigned client.
• Check the invoice for accuracy, including but not limited to amount, billing address, and contact information, as well as the integrity of client billing contract requirements.
• Monitor and add commentary monthly on the WIP report
• Ensure that out-of-pocket expenses are being billed in a timely manner.
• Prepare, update, and analyze trackers weekly so all estimates, actuals, variances, and billing information are pulled accurately.
• Schedule meetings to review trackers according to the cadence for each team.
• Could you look over and call out to Client Finance Manager and/or internal teams if projects are running hot and/or not tracking to benchmark?
• Take diligent notes on job statuses and the overall financial health of the projects for assigned clients during tracker meetings.
• Send a recap email to align on updates discussed in the meeting and ensure any required updates are executed in advance of the following report run/review ·
• Perform administrative duties involving data entry such as rate card entry, opening jobs, closing jobs, overall job status of projects, running unapproved time reports, and estimate creation/status.
• Assist with adhoc requests that come up for assigned accounts and review with Client Finance Manager for submission to client and/or Account Management teams · Collaborate with other.
• Client Finance Analysts within the group to raise any issues or similar road bumps, if any should occur ·
• Review all transfer requests for accuracy and ensure appropriate approvals are in place before transferringto the Omaha Shared Services team.
• Work with the Accounts Receivable team to ensure timely client payments and align with payment terms within the Master Service Agreement.

EDUCATION:

DEGREE/DIPLOMA

• Bachelor's Degree

AREA OF STUDY

• Accounting and/or Finance

REQUIRED/PREFERRED

• Preferred

EXPERIENCE:

MINIMUM EXPERIENCE

• 0+ years of Working Experience Required

AREA OF EXPERTISE REQUIRED/PREFERRED

• 1+ years of Working Experience Preferred

KNOWLEDGE, SKILLS, & ABILITIES:

• Microsoft Excel: Basic knowledge of functions and formulas to perform VLOOKUP, pivot tables, creating charts, graphs, and overall data capture.

Microsoft PowerPoint:

• Basic knowledge of PowerPoint
• SAP/Business Software:
• Knowledge of SAP and/or business systems is a plus
• Knowledge of Vantage is a plus
• Organizational skills

COMPETENCIES:

• Goal-oriented mindset
• Detail oriented
• Acute attention to detail, with an emphasis on consistency and continuity
• Attentive and shows interest in the subject
• Expresses ideas clearly and accurately
• Team-oriented mindset

SALARY:

($50,000-$65,000/year + Overtime)

The salary range for this position is noted within this job posting ($50,000-$65,000/year + Overtime). Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications.

• My Time Off (MTO) - our flexible approach to time off that allows you to take the time you need and enjoy it!
• Career Progression - We offer personalized development opportunities and clear career pathways.
• Health and wellbeing programs that provide you access to different services and offerings to prioritize your health.
• Company Savings Plans to help you plan for the future.
• Parental Leave benefits for all new parents.

STATEMENT OF UNDERSTANDING:

This Job Description is not a contract of employment but serves as a reference for your mutual understanding of the terms and conditions associated with the position.

Your role may vary from this description, and you may be asked to perform other duties or have additional responsibilities outside of what's outlined above. If you think this job description has inaccurate elements, please speak with your manager and/or HR Partner.

Three types of Employee Work Arrangements classify where a person conducts work: In-Office, Hybrid, and Fully Remote. The amount of time an employee spends working virtually versus in person is dictated by their work arrangement classification, the demands of the role, the needs of the agency and their team, and a person's performance.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Advertising Services and Marketing Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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