Client Finance Analyst I

Overview

This is a fully remote role.

The organization operates in the precision medicine and healthcare consulting space, supporting clients with complex project accounting and financial tracking to help ensure accurate billing and budget adherence.

The Client Finance Analyst I role supports financial management and reporting for client projects, including project accounting, expense tracking, invoicing, and month-end close activities.

Responsibilities

• Assist with monthly project accounting and update financial trackers based on project manager inputs.
• Set up new projects in time and expense systems and verify required documentation.
• Update project files for changes, budget adjustments, and key milestones.
• Process intercompany revenue and cost transactions and maintain shared financial trackers.
• Review hours and expenses for client projects and prepare invoicing per contracts.
• Follow up on past due invoices and maintain invoicing schedules.
• Assist in preparing monthly client accruals.
• Track project costs against contracted amounts and other direct costs.
• Manage tracking of employee and subcontractor hours, bill rates, and expenses.
• Perform routine general ledger account reconciliations and collaborate with the SG&A team.
• Support ad hoc projects, including annual budget preparation.
• Assist in gathering documentation for annual audits.

Requirements

• Bachelor’s degree with concentration in accounting, finance, or business.
• 0-2 years of relevant accounting or finance experience.
• Intermediate to advanced Microsoft Excel skills.
• Strong client service, time management, analytical, and communication skills.
• Ability to handle confidential information with integrity and work independently.

Preferred Qualifications

• Experience includes agency or professional services, month-end close, revenue recognition, project accounting, and client-facing roles.

Compensation & Benefits

• Estimated salary range: $50,000 to $62,000 USD.
• Discretionary annual bonus eligibility.
• Benefits include:
  • Health insurance
  • Retirement savings plans (401(k))
  • Life and disability insurance
  • Parental leave
  • Paid time off
  • Paid maternity leave

Equal Opportunity

The employer is an equal opportunity employer and is committed to an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.