Finance Analyst: Billing & Client Reporting

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

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.