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
Financial trackers, client invoices, and monthly accruals for client projects
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, Revenue recognition, General ledger reconciliations, Client invoicing, Budget tracking, Change order management, Intercompany transaction booking, Time & expense system management
Preferred skills
Agency or Professional Services experience, Client-facing experience
Technologies
Salesforce, Microsoft Excel
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 preparation of monthly client accruals; Track project costs against contracted amounts; Update basic monthly general ledger account reconciliations; Assist with annual budget preparation and audit documentation.
Seniority
Entry-level (0-2 years experience)
