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 reports, client invoices, financial trackers, and audit documentation.
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, Change order management, Intercompany transactions, Time & expense system management, Microsoft Excel (intermediate to advanced)
Preferred skills
Agency or Professional Services experience, Revenue Recognition, Client Services experience
Technologies
Salesforce, Time & expense systems, General Ledger systems
Responsibilities
Assist with monthly project accounting and status meeting notes; Setup new projects in time & expense systems; Update project files for change orders and budget adjustments; Book intercompany revenue/cost transactions; Prepare client invoicing and follow up on past due invoices; Assist in monthly client accruals and annual audit preparation; Update basic monthly general ledger account reconciliations.
Seniority
Entry-level (0-2 years experience)
