Finance Analyst
Edelman · New York, NY · 1 mo ago
Finance$50k–$70k/yrFull-time
About the role
We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions. Reporting to the Finance Manager, the Financial Analyst is responsible for the facilitation of billing process, financial analysis, and reporting for individual projects. This role will handle financial management for smaller clients.
Responsibilities
Client Servicing
- Maintain files, documents, and other relevant documentation
- Support client finance partners and internal client teams across one or more clients
- Assist with client reporting, audit requests and data collection
- Run financial queries upon staff request
- Maintain repository of critical client information
- Ad hoc requests and projects
- Calculate and track monthly revenues based on active contracts and client billings
- Ensure timely submission of invoices and supporting documentation to client
Financial Management and Planning
- Gain exposure of client staffing and pricing process under supervision of Finance Manager
- Review and approve sourcing department’s service orders (with oversight)
- Fee Reconciliation
- Review and escalate to senior finance lead on any write-offs in billing review
- Assist project managers with billing review
- Assist in collecting commentary on aged receivables
- Review project request forms for compliance and open project codes
- Process purchase orders upon request
- Provide time and expense details to PM’s as incurred on project(s)
- Review missing time reports weekly and follow up with delinquencies
- Update client budget tracker monthly
People Management
- Contribute to performance appraisal process for peers and managers
Measures of Success (Metrics)
- Demonstrate behaviors consistent with Edelman’s values, Code of Ethics and Business Conduct
- Set and pursue challenging stretch goals for yourself
- Commit to continuous learning and improvement of your technical and leadership skills
- Take responsibility for personal growth and development using available resources such as ELI, on-the-job training, and mentoring
Basic Qualifications
- Bachelor’s Degree in Finance or Accounting
- In lieu of a degree, one year of Financial or Accounting experience
- Strong Microsoft Office skills
Preferred Knowledge and Skills
- Strong interpersonal communication skills
- Client service orientated
- Fosters positive working relationships
- Well organized with strong time management skills and attention to detail
Pay
$50,000 - $70,000 a year
An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications,