Senior Client Finance Analyst
Core
Support overall financial management for a client portfolio, including monthly project accounting, revenue recognition, invoicing, and month-end close activities.
Role type
Senior Client Finance Analyst
Builds
Monthly project revenue forecasts, approved client invoicing, and financial trackers for client projects.
Domain
Professional Services / Client Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Project accounting, Revenue recognition, Month-end close, Intercompany transaction reconciliation, Budget variance analysis, Contract review, Financial forecasting, Invoicing management, Subcontractor cost tracking, Audit support
Preferred skills
Agency or Professional Services experience, Client-facing experience
Technologies
Salesforce, Microsoft Excel
Responsibilities
Lead monthly status meetings with project managers and manage project updates across financial trackers; Review and reconcile new projects, change orders, and budget adjustments; Set up new clients in accounting systems and map employees to billable rates; Prepare monthly project revenue forecasts and compare against budget; Review and investigate hours and expenses for client projects; Prepare and review approved client invoicing and maintain invoicing waterfalls; Review client business development opportunities in Salesforce; Mentor junior staff on best practices for client finances.
Seniority
Senior, hands-on IC