Finance Analyst

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Life insurance

Disability insurance

Paid time off

Travel assistance

Wellness programing

Job summary

Daniel J. Edelman Holdings in Chicago seeks a Finance Analyst to support billing, financial analysis and reporting for projects. The role manages financials for smaller clients in a fast-paced, high-trust environment.

You will work under supervision to gain exposure to staffing, pricing, and billing reviews, while helping project managers with billing and aged receivables processes. A solid grounding in finance is essential.

Qualifications

• Bachelor’s degree in Finance or Accounting or equivalent experience.
• Strong communication and client service mindset.
• Organized with attention to detail and deadlines.

Responsibilities

• Maintain files, documents and documentation for client finances.
• Support client finance partners and internal teams across clients.
• Assist with client reporting, audit requests and data collection.
• Run financial queries upon staff request and manage billings.
• Prepare and track monthly revenues based on contracts.
• Ensure timely submission of invoices and supporting docs to clients.

Skills

Interpersonal communication

Client service orientation

Relationship building

Attention to detail

Time management

Education

Bachelor's degree in Finance or Accounting

Tools

Microsoft Office Suite

Job description

Finance Analyst (Finance)

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

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.