Client Finance Analyst I

Overview

This is a fully remote role supporting financial management and reporting for client projects.

The organization operates in precision medicine and healthcare consulting, addressing financial and project management challenges within client portfolios. This position helps manage complex project accounting and financial tracking to support accurate billing and adherence to budgets.

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 in agency or professional services.
• Month-end close experience.
• Revenue recognition experience.
• Project accounting experience.
• Client-facing roles.

Compensation & Benefits

• Estimated salary range: $50,000 to $62,000 USD.
• Eligible for a discretionary annual bonus.
• Health insurance.
• Retirement savings plans, including 401(k).
• Life and disability insurance.
• Parental leave.
• Paid time off.
• Paid maternity leave.

Location

Fully remote.