Finance Analyst

Daniel J. Edelman Holdings; Chicago (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

Daniel J. Edelman Holdings in Chicago seeks a Financial Analyst to join our team. This hands-on role supports billing processes, financial analysis, and reporting for client projects, ensuring accurate revenue capture and timely invoicing.

You will partner with client finance teams and internal partners, help manage project codes and cost tracking, and contribute to audits and data collection to drive informed decision making.

Qualifications

• Bachelor's degree in Finance or Accounting or equivalent work experience.
• At least 1 year of relevant experience.
• Strong interpersonal and client-service skills.

Responsibilities

• Support billing, reporting, and financial analysis for projects.
• Assist client finance partners and internal teams.
• Ensure timely submission of invoices and maintain client budget tracker.
• Run financial queries and manage time reports and delinquencies.
• Provide project time/expense details to PMs as incurred.

Skills

Interpersonal skills

Client service

Relationship building

Time management

Attention to detail

Communication

Education

Bachelor's degree in Finance or Accounting

Tools

Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Job description

We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions.

Edelman is looking for a Financial Analyst to join our team! This is a hands‑on, high‑trust role for someone who thrives in a fast‑paced environment and takes pride in getting things right the first time. This role is responsible for the facilitation of billing process, financial analysis, and reporting for individual projects. This role will handle financial management for smaller clients.

Key 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 to client staffing and pricing process under supervision of Finance Manager
• Review and approve sourcing department's service orders (with oversight)
• Manage fee reconciliation
• Review and elevate to senior finance lead on any write-offs in billing review
• 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

Measures of Success

• Demonstrate behaviors consistent with Edelman's values, Code of Ethics and Business Conduct
• Set and pursue challenging stretch goals for yourself
• Commit to continuous learning and improvement of your technical and leadership skills
• Take responsibility for personal growth and development using available resources such as ELI, on-the-job training, and mentoring

Basic Qualifications:

• At least 1 year of relevant experience
• A Bachelor's Degree in Finance or Accounting, or equivalent work experience.

Preferred Qualifications:

• Strong interpersonal communication skills
• Client service oriented
• Ability to foster positive working relationships
• Well-organized with strong time management skills and attention to detail
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

$50,000 - $70,000 a year

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An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH's total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits.

DJEH offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.

DJEH is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion. We seek applications from all qualified candidates without regard to race, color, gender, sex, age, religion, physical or mental disability, military and veteran status, or any other basis protected by federal, state or local law. If you require a reasonable accommodation in any part of the employment process, please let us know.