Finance Analyst

Daniel J. Edelman Holdings in; New York (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

Daniel J. Edelman Holdings is seeking a Finance Analyst to support billing, financial analysis, and client reporting for multiple projects.

The role reports to the Finance Manager and emphasizes accurate data handling, timely invoicing, and cross-team collaboration in a client-focused environment. The ideal candidate has a Finance/Accounting background or equivalent experience, strong MS Office skills, and excellent communication and organizational abilities.

Qualifications

• Bachelor's degree in Finance or Accounting or 1 year related experience.
• Strong Microsoft Office skills.
• Excellent communication and client service orientation.

Responsibilities

• Maintain files, documents and client information.
• Support client finance partners and internal 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 and ad hoc requests.
• Calculate and track monthly revenues based on active contracts and client billings.
• Ensure timely submission of invoices and supporting documentation to client.
• Gain exposure of client staffing and pricing under supervision.
• Review and approve sourcing department's service orders (with oversight).
• Fee reconciliation and review/write-offs escalations.
• Assist project managers with billing review and commentary on aged receivables.
• Review project request forms for compliance and open project codes.
• Process purchase orders; provide time and expense details to PMs.
• Review missing time reports weekly and follow up on delinquencies.
• Update client budget tracker monthly.
• Contribute to performance appraisal process for peers and managers.

Skills

Interpersonal communication

Client service

Time management

Attention to detail

Microsoft Office

Education

Bachelor's degree in Finance or Accounting

Tools

Microsoft Office

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.

Reporting to the Finance Manager, the Financial Analyst is responsible for the facilitation of billing process, financial analysis, and reporting for individual projects. This role will handle financial management for smaller clients.

Basic Qualifications : The ideal candidate will have a Bachelor's Degree in Finance or Accounting. In lieu of a degree, one year of Financial or Accounting experience. Strong Microsoft Office skills.

Preferred Knowledge and Skills : The ideal candidate will possess strong interpersonal communication skills, is client service orientated and fosters positive working relationships, and is well organized with strong time management skills and attention to detail.

Key Responsibilities

The successful candidate will carry out the below 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 of client staffing and pricing process under supervision of Finance Manager
• Review and approve sourcing department's service orders (with oversight)
• 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

People Management

• Contribute to performance appraisal process for peers and managers

Measures of Success (Metrics)

• 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

$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.