Finance Analyst: Billing & Project Financials

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

Benefits offered by this job

Annual bonuses

Paid time off

Region-specific benefits

Job summary

Edelman is seeking a Financial Analyst to join our team in Chicago. This hands-on, high-trust role focuses on billing processes, financial analysis, and reporting for individual projects, managing financials for smaller clients.

The role involves client servicing, financial management and planning, and collaboration with project teams to ensure accurate invoicing and timely reporting. Strong attention to detail and proficiency in MS Office are essential.

Qualifications

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

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.
• 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.

Skills

Interpersonal communication

Client service orientation

Time management

Attention to detail

Education

Bachelor’s Degree in Finance or Accounting

Tools

Microsoft Office Suite

Excel

Job description

Edelman is seeking a Financial Analyst to join our team in Chicago. This hands-on, high-trust role focuses on billing processes, financial analysis, and reporting for individual projects, managing financials for smaller clients.

The role involves client servicing, financial management and planning, and collaboration with project teams to ensure accurate invoicing and timely reporting. Strong attention to detail and proficiency in MS Office are essential.