Client Finance Analyst I

Overview

This role is fully remote.

The organization operates in the precision medicine sector and supports financial management for client portfolios through detailed project accounting, reporting, and month-end close activities to help ensure accurate and timely financial information for projects and clients.

The Client Finance Analyst I role supports financial management for client projects by handling project accounting tasks, client invoicing, and financial tracking. This position helps maintain accurate financial records, supports budgeting and audit preparation, and ensures proper revenue recognition.

Responsibilities

• Assist with monthly project accounting, including note-taking and project updates
• Set up new projects in time and expense systems and verify documentation
• Update project files for change orders, budgets, and financial trackers
• Book intercompany transactions and update shared financial trackers
• Prepare and review hours and expenses for client projects
• Prepare client invoicing and follow up on outstanding payments
• Assist with monthly client accruals preparation
• Track project costs against contracted amounts
• Monitor new employee and subcontractor hours and expenses compared to forecasts
• Update monthly general ledger account reconciliations and collaborate with the SG&A team
• Support ad hoc projects, including annual budget preparation
• Assist in gathering supporting documents for annual audit

Requirements

• Bachelor’s degree with a concentration in accounting, finance, or business
• 0-2 years of relevant accounting or finance experience
• Intermediate to advanced Microsoft Excel skills
• Preferred experience in agency or professional services, month-end close, revenue recognition, project accounting, and client-facing roles
• Strong client service skills and communication abilities
• Deadline-oriented with strong time management and organizational skills
• Critical thinking, analytical, and problem-solving skills
• Ability to manage large volumes of information with detail and accountability
• Ethical handling of confidential information
• Self-motivated with a willingness to learn and assist team members

Compensation & Benefits

• Estimated salary range: $50,000 to $62,000 USD
• Eligible for a discretionary annual bonus
• Health insurance
• Retirement savings benefits
• Life insurance
• Disability benefits
• Parental leave
• Paid time off for sick leave and vacation

Location

Fully remote