Senior Finance Analyst: Billing, Budgeting & Client Reporting

Edelman; 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

Wellness programming

Job summary

The Senior Financial Analyst at Edelman in New York will lead billing, financial analysis and reporting for client portfolios. You will partner with Project Managers and Account teams to prepare budgets, forecast revenues and ensure timely invoicing.

The role also involves reconciliations, monthly close activities, and delivering clear financial insights to drive profitability. Strong written and verbal communication, attention to detail, and the ability to manage multiple projects are essential

Qualifications

• Experience in billing and financial analysis for client portfolios.
• Strong written and verbal communication skills.
• Ability to manage multiple projects in a fast-paced environment.

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.
• 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 escalate 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.

Skills

Financial analysis

Billing

Reporting

Client service

Communication skills

Time management

Organization

Team collaboration

Job description

The Senior Financial Analyst at Edelman in New York will lead billing, financial analysis and reporting for client portfolios. You will partner with Project Managers and Account teams to prepare budgets, forecast revenues and ensure timely invoicing.

The role also involves reconciliations, monthly close activities, and delivering clear financial insights to drive profitability. Strong written and verbal communication, attention to detail, and the ability to manage multiple projects are essential