Senior Finance Analyst

US001 Daniel J. Edelman, Inc.; New York (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical and dental insurance

Vision coverage

401K

Life insurance

Disability insurance

Paid time off

Travel assistance

Wellness programming

Job summary

Daniel J. Edelman, Inc. in New York, NY is seeking a Senior Financial Analyst to manage billing, financial analysis, and reporting for individual projects and client portfolios.

The role emphasizes client service, data accuracy, and cross-team collaboration to drive profitability and timely reporting. The ideal candidate will be highly organized with strong communication skills and the ability to manage multiple projects in a fast-paced environment, delivering actionable financial insights and

Qualifications

• Experience in billing processes and financial reporting for projects.
• Strong written and verbal communication.
• Client-service orientation and ability to collaborate with account teams.

Responsibilities

• Maintain client information repository and project documentation.
• Coordinate data collection for client audits and reviews.
• Prepare client management reporting and analyze project profitability.
• Support monthly billing through coordination with account and Billing teams.
• Review time, expenses, and reconciliation of project budgets.

Skills

Financial analysis

Billing & reporting

Client servicing

Budgeting

Forecasting

Multitasking

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.

DJ EH offers a wide range of benefits:

• medical and dental insurance
• vision
• 401K
• life insurance
• disability insurance
• paid time off
• travel assistance
• wellness programing

DJ EH 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.

It started with one man’s passion to make an impact through stories… 70 years later, we are the world’s largest communications firm, which fosters an environment where people feel empowered to take the kind of bold action that makes careers, reshapes industries, and creates the unexpected.

We are one global team, over 6,000 strong across 60 offices, grounded by our shared values. We promise an experience where our employees see that boldness is possibility, empathy is progress, and curiosity is momentum.

Since Dan Edelman founded the firm in 1952, we have remained an independent, family-run business, and our culture is one that brings understanding, collaboration, and respect to our work and to each other.

Diversity, equity, inclusion, and belonging (DEIB) transform our colleagues, our clients, and our communities, and propel us forward as a company.

At Edelman, we are in relentless pursuit of a fair and inspiring workplace that is respectful to all, reflects and represents the world in which we live, and fosters trust and collaboration.

Each day and on each project, we strive to ensure that our colleagues feel a sense of true inclusion and belonging and can bring their best to their work— taking action and shaping impactful moments and movements within our company, on behalf of our clients, and within communities around the globe.

The relentless pursuit of excellence

The freedom to be constantly curious

The courage to do the right thing

The commitment to positively impact society.

We grow our people

We invite and celebrate differences

Our reputation is our brand

We’re global, yet local

We offer more than just a career – we offer a place to grow, make a meaningful impact, and help drive change alongside some of the brightest minds in the industry.

Our culture is built on trust, innovation, and inclusivity, where unique perspectives are not only welcomed, but celebrated.

At Edelman, your ambitions are supported, your voice matters and your work contributes to shaping the future of communications and clients’ business.

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