Sr. Client Financial Analyst
Core
Primary finance partner for assigned client accounts, driving financial performance, forecasting, and profitability management.
Role type
Senior Client Financial Analyst
Builds
Client-level revenue forecasts, financial models, and profitability reports
Domain
Professional services / Marketing & Technology Agency
Deliverable
dashboards & analysis
Required skills
Financial modeling, revenue forecasting, client profitability analysis, contract review, revenue recognition compliance, Excel proficiency
Preferred skills
Netsuite ERP, SPP, financial reporting systems
Responsibilities
Manage client budgets and forecasts, develop financial models for revenue/expenses/margins, review Statements of Work for profitability, monitor revenue recognition compliance, prepare monthly/quarterly/annual revenue forecasts
Seniority
Senior, hands-on IC
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