Hybrid Finance Planning Analyst - Client Financials

Targetbase; Irving (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Targetbase in Irving, TX is seeking an Analyst on the Client Finance Team to support the Senior Director, Finance and engagement teammates in financial reporting, analysis, and management across multiple client accounts and workstreams.

You will collaborate with account leaders to manage client financials, advise on performance trends, and ensure accurate billing and SOW pricing. The role supports month-end close, audits, and cash flow management in a hybrid office setting.

Qualifications

• Bachelor's degree in Finance required.
• 2–4 years of professional work experience.
• Translating complex financials clearly for varied audiences.
• Hands-on with Microsoft Dynamics AX/D365 and IBM Planning Analytics.
• Cognos Analytics and/or HFM experience is a plus.
• Experience in professional services or 'billable hours' environment preferred.

Responsibilities

• Collaborate with account leaders to manage client financials.
• Consult on business performance and growth opportunities to drive results.
• Manage client billing process and reporting.
• Review and approve SOW pricing and contracts.
• Support cash flow management and KPIs across accounts.
• Assist in month-end and year-end close processes and reconciliations.
• Execute AP functions including invoice coding and vendor disbursements.
• Prepare general ledger, SOW tracking, and client reconciliations.

Skills

Effective communicator

Analytical thinking

Attention to detail

Multitasking

Education

Bachelor's degree in Finance

Tools

Microsoft Dynamics AX/D365

IBM Planning Analytics

IBM Cognos Analytics

Hyperion Financial Management

Excel

Job description

Targetbase in Irving, TX is seeking an Analyst on the Client Finance Team to support the Senior Director, Finance and engagement teammates in financial reporting, analysis, and management across multiple client accounts and workstreams.

You will collaborate with account leaders to manage client financials, advise on performance trends, and ensure accurate billing and SOW pricing. The role supports month-end close, audits, and cash flow management in a hybrid office setting.