Client Finance Analyst I New Remote, United States

Precision Medicine Group; United States; Hybrid; USD 50,000 - 62,000; Full time

Benefits offered by this job

Discretionary bonus

Health insurance

Retirement savings

Life & disability insurance

Parental leave

Paid time off

Job summary

Precision Medicine Group is seeking a Client Finance Analyst I for a fully remote role. You will assist in monthly close, client portfolio management, reporting, and day-to-day financial tasks.

Responsibilities include updating project trackers, setting up new projects in time and expense systems, preparing invoicing, tracking accruals, and supporting audits. A bachelor’s degree in accounting/finance and 0–2 years’ experience are preferred.

Qualifications

• Bachelor’s degree in accounting, finance or business.
• 0-2 years of relevant accounting/finance experience.
• Intermediate to advanced Microsoft Excel skills.

Responsibilities

• Assist with monthly project accounting and updating financial trackers.
• Set up new projects in time & expense systems and verify signatures.
• Update project files for change orders, budgets, and milestones.
• Book intercompany revenue/cost transactions and track trackers.
• Prepare client invoicing and manage past due invoices.
• Assist in preparing monthly client accruals.
• Track project costs against contracted amounts.
• Support month-end close with SG&A coordination.
• Assist with annual budget and audits.

Skills

Client service

Time management

Analytical thinking

Communication

Interpersonal skills

Integrity

Self-motivation

Attention to detail

Problem solving

Ownership

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Microsoft Excel

Salesforce

Job description

***The Client Finance Analyst I role is a fully remote role.***

The Client Finance Analyst I will assist in the overall financial management for our client portfolio, reporting, general day-to-day activities, and related month end close duties.

Essential functions of the job include but are not limited to:

• Assist with the overall monthly project accounting efforts including taking notes from the monthly status meetings with project managers and making project updates across financial trackers.
• Setup new projects awarded in time & expense systems and files including verifying signatures, agreeing to Salesforce and escalating discrepancies.
• Assist with updating project files for change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks.
• Book intercompany revenue/cost transactions & update shared financial trackers.
• Assist with the preparation and investigation of hours and expenses for client projects incurred including review of assigned billing roles/rates.
• Prepare client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create and maintain waterfall of invoicing per contracts.
• Assist in the preparation of monthly client accruals
• Track project costs compared to contracted amounts as well as other direct costs shared across projects/clients.
• Assist in set up & tracking of new employees and when applicable subcontractor hours/bill rates/expenses monthly compared to forecast and budget.
• Update basic and routine monthly general ledger account reconciliations. Collaborate with SG&A team where applicable.
• Assist with ad hoc projects as applicable, including the annual budget preparation.
• Assist in pulling supporting documents for the annual audit

Qualifications:

• Bachelor’s degree with a minimum concentration accounting, finance or business
• 0-2 years of relevant accounting/finance experience

Other Required:

• Intermediate to advanced Microsoft Excel skills

Preferred:

• Agency or Professional Services experience a plus
• Month end close experience
• Revenue Recognition experience
• Project Accounting experience
• Client Services/Client Facing experience

Skills:

• Excellent client service including mutual respect and approach to communications as well as timeliness of responses
• Deadline-oriented with good time management and organizational skills
• Proven critical thinking, analytical, interpretative, and problem-solving skills
• Ability to process and analyze large volumes of qualitative and quantitative information
• Ability to multitask with great attention to detail, and high level of accountability
• Display passion and purpose for what we do
• Communication (oral and written) with ability to speak with all levels of the organization
• Strong interpersonal and relationship building skills, and an ability to build credibility with external and internal stakeholders
• Possesses ethics and integrity when dealing withconfidential and sensitive information.
• Willingness to extend yourself and assist other team members
• Self-starting attitude with a strong desire to learn and grow rapidly

Precision is required by law in some states or cities to include a reasonable estimate of the compensation range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Precision, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

Reasonable estimate of the current range

$50,000 - $62,000 USD

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• discretionary annual bonus
• health insurance
• retirement savings benefits
• life insurance and disability benefits
• parental leave
• paid time off for sick leave and vacation
• among other benefits

Precision Medicine Group is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact Precision Medicine Group at [e-mail] .