Finance Analyst

Jobtailor; Illinois; On-site; USD 45,000 - 60,000; Full time

Job summary

Jobtailor is seeking a detail-oriented Finance/Billing Administrator to support client finance partners and internal teams across multiple clients. You will maintain documents, assist with reporting and audit requests, and ensure timely invoice submission.

The role requires 1+ year of experience, a finance or accounting background, and strong MS Office skills. Join a client-focused team and contribute to accurate revenue tracking and billing operations.

Qualifications

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

Responsibilities

• 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
• Review and approve sourcing department's service orders (with oversight)
• Manage fee reconciliation
• Review and escalated 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

Skills

Financial Documentation Management

Client Billing Processes

Revenue Tracking

Microsoft Office Suite Proficiency

Interpersonal Communication Skills

Education

Bachelor's Degree in Finance

Bachelor's Degree in Accounting

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

• 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


• Review and approve sourcing department's service orders (with oversight)


• Manage fee reconciliation


• Review and escalated 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

Requirements

• At least 1 year of relevant experience


• A Bachelor's Degree in Finance or Accounting, or equivalent work experience.


• 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)

Core Competencies

Demonstrates expertise in financial documentation management, client billing processes, and revenue tracking while maintaining strong organizational skills and attention to detail. Proficient in fostering positive client relationships and supporting project management through effective communication and timely reporting.

Highest-signal resume keywords

• Financial Documentation Management


• Client Billing Processes


• Revenue Tracking


• Microsoft Office Suite Proficiency


• Interpersonal Communication Skills

ATS Optimization Keywords

Hard Skills

• Financial Queries


• Fee Reconciliation


• Invoice Submission


• Data Collection


• Budget Tracking

Soft Skills

• Client Service Orientation


• Time Management


• Attention to Detail


• Positive Relationship Building


• Organizational Skills

Certifications & Qualifications

• Bachelor's Degree in Finance


• Bachelor's Degree in Accounting

Industry Keywords

• Client Reporting


• Audit Requests


• Service Orders


• Project Management


• Aged Receivables

Tools & Technologies

• Microsoft Word


• Microsoft Excel


• Microsoft PowerPoint


• Microsoft Outlook