Finance Analyst: Client Billing & Financial Insights

Edelman; New York (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical and Dental Insurance

Vision Insurance

401K

Life Insurance

Disability Insurance

Paid Time Off

Travel Assistance

Wellness Programing

Job summary

DJEH is seeking a Financial Analyst to manage billing, perform financial analysis, and provide reporting for multiple projects in New York. This role focuses on smaller clients under supervision of the Finance Manager and requires strong MS Office skills and attention to detail.

The ideal candidate will possess a Bachelor’s Degree in Finance or Accounting or at least one year of related experience, with a client-service mindset and excellent time-management abilities.

Qualifications

• Bachelor’s Degree in Finance or Accounting, or 1 year of Financial or Accounting experience.
• Strong Microsoft Office skills.
• Strong interpersonal communication and client service orientation.
• Well organized with strong time management and attention to detail.

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.
• Assist project managers with billing review.
• Assist in collecting commentary on aged receivables.
• Update client budget tracker monthly.

Skills

MS Office

Financial analysis

Client servicing

Billing

Education

Bachelor’s Degree in Finance or Accounting

Tools

Microsoft Office

Job description

DJEH is seeking a Financial Analyst to manage billing, perform financial analysis, and provide reporting for multiple projects in New York. This role focuses on smaller clients under supervision of the Finance Manager and requires strong MS Office skills and attention to detail.

The ideal candidate will possess a Bachelor’s Degree in Finance or Accounting or at least one year of related experience, with a client-service mindset and excellent time-management abilities.