Senior Finance Analyst

Daniel J. Edelman Holdings; New York (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical and dental insurance

Vision

401K

Life insurance

Disability insurance

Paid time off

Travel assistance

Wellness programing

Annual bonuses

Region-specific benefits

Job summary

Daniel J. Edelman Holdings is seeking a Senior Financial Analyst to facilitate the billing process, conduct financial analysis, and report on individual projects and larger client portfolios.

The ideal candidate will possess strong written, oral, and interpersonal communication, be client-service oriented, highly organized, and able to manage multiple projects in a fast-paced environment while delivering clear financial insights.

Qualifications

• Strong written, oral, and interpersonal communication skills.
• Client-service oriented with a focus on delivering excellent service.
• Highly organized with strong time management and ability to manage multiple projects in a fast-paced environment.
• Strong financial analysis skills and ability to explain financial concepts in layman's terms.

Responsibilities

• Maintain a repository of critical client information.
• Prepare client management reporting and review project profitability drivers with account teams.
• Provide guidance to Project Management and Account teams on monthly project budget-to-actual tracking and other required client reporting.
• Partner with Project Managers to prepare client budgets in line with statements of work.
• Review and approve Sourcing department service orders with appropriate oversight.
• Calculate and forecast monthly revenues based on active contracts and client billings.
• Complete client fee, project, and balance sheet reconciliations.
• Facilitate monthly billing between account staff and the Billing department and review billing reports.
• Review project request forms for compliance and upload them into the appropriate system.
• Process purchase orders upon request.
• Run financial queries in response to staff requests.
• Provide Project Managers with time and expense details as incurred on projects.
• Review missing time reports weekly and follow up on outstanding submissions.
• Support ad hoc financial requests and projects as required.

Skills

Financial analysis

Billing

Budgeting

Forecasting

Time management

Client communication

Job description

We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions.

Job Summary

The Senior Financial Analyst is responsible for facilitating the billing process, financial analysis, and reporting for individual projects and larger, more complex client portfolios.

The ideal candidate will have excellent written, oral, and interpersonal communication skills, be client-service oriented, and foster positive working relationships. They should be highly organized with strong time management skills, attention to detail, and the ability to manage multiple projects in a fast-paced environment. The successful candidate will also possess strong financial analysis skills and be able to articulate financial concepts in layman's terms.

Key Responsibilities

Client Servicing

• Maintain a repository of critical client information.
• Maintain files, contracts, and other relevant documentation.
• Coordinate data collection for client audits.
• Prepare client management reporting and review project profitability drivers with account teams.
• Provide guidance to Project Management and Account teams on monthly project budget-to-actual tracking and other required client reporting.

Financial Management & Planning

• Partner with Project Managers to prepare client budgets in line with statements of work.
• Review and approve Sourcing department service orders, with appropriate oversight.
• Calculate and forecast monthly revenues based on active contracts and client billings.
• Complete client fee, project, and balance sheet reconciliations.
• Facilitate monthly billing between account staff and the Billing department and review billing reports.
• Review potential write-offs and elevate concerns to the Senior Finance Lead.
• Assist Project Managers with billing reviews.
• Ensure service orders are processed in a timely manner.
• Review project request forms for compliance and upload them into the appropriate system.
• Process purchase orders upon request.
• Run financial queries in response to staff requests.
• Provide Project Managers with time and expense details as incurred on projects.
• Review missing time reports weekly and follow up on outstanding submissions.
• Support ad hoc financial requests and projects as required.

People Management

• Provide ongoing, constructive feedback to junior staff.
• Support junior team members through guidance, coaching, and effective delegation.

Measures of Success

• Demonstrate behaviours consistent with Edelman's values, Code of Ethics, and Business Conduct.
• Set and pursue challenging stretch goals.
• Demonstrate effective supervisory and task delegation skills by setting clear expectations and deadlines, providing necessary resources, monitoring progress, and providing feedback.
• Commit to continuous learning and improvement of technical and leadership skills.
• Take responsibility for personal growth and development using available resources such as ELI, on-the-job training, and mentoring.

$60,000 - $80,000 per year

An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH's total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits.

Benefits

• medical and dental insurance
• vision
• 401K
• life insurance
• disability insurance
• paid time off
• travel assistance
• wellness programing
• annual bonuses
• Paid Time Off policy
• region-specific benefits

Equal Opportunity Statement

DJEH is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion.

We seek applications from all qualified candidates without regard to race, color, gender, sex, age, religion, physical or mental disability, military and veteran status, or any other basis protected by federal, state or local law.

If you require a reasonable accommodation in any part of the employment process, please let us know.