Senior Client Finance Analyst

Overview

This role supports financial management for a client portfolio, with a focus on accurate monthly accounting, financial reporting, and client invoicing. The position helps maintain financial integrity across client engagements and provides project managers with timely financial updates.

Responsibilities

• Support monthly project accounting and lead status meetings with project managers
• Review and reconcile new projects, verifying documentation and financial details
• Manage change orders and budget adjustments, updating financial trackers
• Set up new clients in accounting systems, including employee billing rates
• Review intercompany transactions and cost allocations
• Assist with revenue recognition and ensure compliance with client contracts
• Prepare monthly revenue forecasts and budget comparisons
• Investigate hours and expenses for client projects
• Prepare and review client invoicing and follow up on overdue payments
• Submit monthly client accruals and consolidate with other entities
• Review business development opportunities to ensure financial accuracy
• Track project costs and subcontractor expenses
• Ensure appropriate approvals for expenses and billing
• Identify and allocate intercompany transactions
• Assist with ad hoc projects, including annual budget preparation
• Review and reconcile documents for annual audits
• Develop and implement workflow enhancements
• Mentor junior staff and advise on client finance best practices
• Support monthly close activities and prepare required financial materials

Requirements

• Bachelor’s degree in accounting, finance, or business
• Minimum 3 years relevant accounting or finance experience
• Intermediate to advanced Microsoft Excel skills
• Preferred experience in agency or professional services
• Experience with month-end close, revenue recognition, project accounting, and client-facing roles
• Strong client service skills, time management, and organizational abilities
• Critical thinking and analytical skills
• Ability to handle large volumes of data with attention to detail
• Strong communication and interpersonal skills
• Integrity in handling confidential information
• Self-motivated with eagerness to learn and grow

Compensation & Benefits

• Estimated salary range: $83,000 to $105,000 USD
• Eligible for discretionary annual bonus
• Health insurance
• Retirement savings benefits (401(k))
• Life insurance
• Disability benefits
• Parental leave
• Paid time off

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.