Senior Financial Analyst: Client Billing & Strategy

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

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