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

401K

Paid time off

Travel assistance

Wellness programing

Job summary

Edelman in New York seeks a Financial Analyst to support billing, financial analysis and reporting for multiple projects. You will work with client finance partners and project teams to ensure accurate invoicing and revenue tracking.

Candidates should have a finance or accounting degree or equivalent experience, strong MS Office skills, and a client-service mindset to contribute to a collaborative and fast-paced agency environment.

Qualifications

• Bachelor’s degree in Finance or Accounting (or equivalent experience).
• Strong interpersonal communication and client-facing skills.
• Excellent time management and organizational abilities.

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 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 to client staffing and pricing processes under supervision.
• Review and approve sourcing department’s service orders (with oversight).
• Fee reconciliation.
• 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 PMs as incurred on project(s).
• Review missing time reports weekly and follow up with delinquencies.
• Update client budget tracker monthly.
• Contribute to performance appraisal process for peers and managers.

Skills

Interpersonal communication

Client service oriented

Time management

Education

Bachelor’s degree in Finance or Accounting

Tools

Microsoft Office

Job description

Edelman in New York seeks a Financial Analyst to support billing, financial analysis and reporting for multiple projects. You will work with client finance partners and project teams to ensure accurate invoicing and revenue tracking.

Candidates should have a finance or accounting degree or equivalent experience, strong MS Office skills, and a client-service mindset to contribute to a collaborative and fast-paced agency environment.