Client Finance Analyst I
Core
Assist in overall financial management for a client portfolio, including project accounting, month-end close, invoicing, and general ledger reconciliations.
Role type
Junior Client Finance Analyst
Builds
Monthly project accounting updates, client invoices, financial trackers, and general ledger reconciliations
Domain
Professional Services / Agency Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Project accounting, Month-end close, General ledger reconciliations, Client invoicing, Budget tracking, Intercompany transactions, Time & expense systems, Salesforce, Microsoft Excel
Preferred skills
Agency or Professional Services experience, Revenue Recognition, Client Services experience
Responsibilities
Assist with monthly project accounting and financial tracker updates; Setup new projects in time & expense systems; Prepare client invoicing and follow up on past due invoices; Update basic monthly general ledger account reconciliations; Track project costs against contracted amounts; Assist in annual budget preparation and audit support.
Seniority
Junior, 0-2 years experience
