Senior Financial Analyst: Billing & Client Insights

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

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.