Senior Client Finance Analyst

About Our Client

The organization operates within the professional services and client finance sector, focusing on managing financial operations related to client projects. It addresses the challenges of accurate project accounting, revenue recognition, and financial tracking to ensure compliance and financial clarity across client engagements.

About the Opportunity

The Senior Client Finance Analyst is responsible for supporting the financial management of a client portfolio. This role ensures accurate monthly accounting, financial reporting, and client invoicing, playing a key part in maintaining financial integrity and supporting project managers with financial updates. The position contributes directly to the organization's financial accuracy and operational success.

Responsibilities

• Support monthly project accounting and lead status meetings with project managers
• Review and reconcile new projects, verifying documentation and financial details
• Manage change orders, budget adjustments, and update financial trackers
• Set up new clients in accounting systems, including employee billing rates
• Review intercompany transactions and cost allocations
• Assist with revenue recognition and compliance with client contracts
• Prepare monthly revenue forecasts and budget comparisons
• Investigate hours and expenses for client projects
• Prepare and review client invoicing and follow up on overdue payments
• Submit monthly client accruals and consolidate with other entities
• Review business development opportunities for financial accuracy
• Track project costs and subcontractor expenses
• Ensure proper approval for expenses and billing
• Identify and allocate intercompany transactions
• Assist with ad hoc projects including annual budget preparation
• Review and reconcile documents for annual audits
• Develop and implement workflow enhancements
• Mentor junior staff and advise on client finance best practices
• Support monthly close activities and prepare necessary financial materials

Requirements

• Bachelor's degree in accounting, finance, or business
• Minimum 3 years relevant accounting or finance experience
• Intermediate to advanced Microsoft Excel skills
• Preferred experience in agency or professional services
• Experience with month-end close, revenue recognition, project accounting, and client-facing roles
• Strong client service skills, time management, and organizational abilities
• Critical thinking and analytical skills
• Ability to handle large volumes of data with attention to detail
• Strong communication and interpersonal skills
• Integrity in handling confidential information
• Self-motivated with eagerness to learn and grow

Pay

• Estimated salary range: $83,000 to $105,000 USD
• Eligible for discretionary annual bonus

Benefits

• Health insurance
• Retirement savings benefits
• Life insurance
• Disability benefits
• Parental leave
• Paid time off