Client Finance Analyst (Entry Level)

Overview

This role involves supporting client financial operations, including invoicing, budget tracking, financial reporting, and reconciliation. The position is full-time and entry level.

Responsibilities

• Support the client invoicing process by preparing, reviewing, and processing invoices accurately and on time.
• Help manage client budgets by tracking fees, expenses, and actuals against planned spend and identifying discrepancies or potential overages.
• Reconcile client budgets with internal financial data to support accurate reporting and financial visibility.
• Partner with account teams and senior finance team members to support day-to-day financial management of client accounts.
• Help ensure client billing aligns with scopes of work, billing schedules, purchase orders, and other client-specific requirements.
• Support accurate timekeeping and project management in Harvest, including project setup, job codes, and troubleshooting.
• Generate and maintain reports from financial systems including Harvest, Cognos, and JDE to support client teams and business needs.
• Review financial data across systems for accuracy and completeness and resolve discrepancies.
• Support client finance inquiries, billing questions, and invoice follow-up in partnership with senior finance team members.
• Assist with monthly financial processes, documentation, reconciliations, and audit preparation.
• Prepare clear summaries of client financial performance, budget pacing, and other key financial information for internal stakeholders.
• Partner with senior finance team members on special projects, process improvements, and ad hoc financial analyses.

Requirements

• 6–12 months of client finance experience through an internship, co-op program, or entry-level role.
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline, or equivalent relevant experience.
• Strong attention to detail and organizational skills; able to manage multiple priorities while maintaining accuracy.
• Comfortable working with numbers and large sets of data; able to spot discrepancies and investigate underlying causes.
• Strong working knowledge of Microsoft Excel or Google Sheets, including formulas, pivot tables, and basic data analysis.
• Strong communication skills and ability to partner with colleagues across teams to solve problems and keep work moving; client-facing comfort with meetings and communication with clients and internal teams.
• Exposure to client finance, an agency, or a professional services environment is a plus.
• Curious, proactive, and eager to learn; interest in understanding both the numbers and the business behind them.
• Interest in building a career in finance (financial planning and analysis, accounting, or client finance).

Preferred Qualifications

• Experience with financial, accounting, or reporting systems is a plus.
• Familiarity with platforms such as JDE, Cognos, Harvest, or Tungsten is preferred but not required.

Compensation & Benefits

• Salary: $55,000 - $65,000
  • This range reflects the minimum and maximum compensation for the role. Offers are typically made within the 25th to 75th percentiles of the range and do not exceed the listed maximum. Final offers are based on experience, skills, and qualifications.

Benefits & Perks

• Comprehensive health care coverage
• Employee Stock Ownership Plan (ESOP)
• 401(k) with company match
• Flexible Time Off (FTO)
• 18 company holidays
• Flex Fridays
• PrayCare wellness stipend and Rebalance Day
• Employee Assistance Program (EAP)
• Paid parental leave and fertility support
• Training, learning, and professional development programs
• Camp Praytell
• Employee Resource Groups (ERGs)
• And more!

Location

• Chicago, Illinois
• Work Mode: Remote

Additional Information

• Closing date: Sep 6, 2026
• Target Start Date: September 2026
• Employment Type: Full Time

Interview Process

• Phone screen (30 minutes)
• Team interview (30–60 minutes)
• Leadership interview (30 minutes)
• Take-home exercise (TBD)
  • A short, client-agnostic assignment designed to assess how candidates think, approach challenges, and tackle the work.
  • Candidates who complete the exercise will receive a stipend via electronic gift card.
• Offer

Equal Opportunity

The organization is an equal opportunity employer and does not discriminate. All qualified applicants receive consideration for employment in accordance with federal, state, and local laws.