Senior Finance Analyst

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.

The Senior Financial Analyst is responsible for facilitating the billing process, financial analysis, and reporting for individual projects and larger, more complex client portfolios.

Responsibilities

• Maintain a repository of critical client information.
• Maintain files, contracts, and other relevant documentation.
• Coordinate data collection for client audits.
• Prepare client management reporting and review project profitability drivers with account teams.
• Provide guidance to Project Management and Account teams on monthly project budget-to-actual tracking and other required client reporting.
• Partner with Project Managers to prepare client budgets in line with statements of work.
• Review and approve Sourcing department service orders, with appropriate oversight.
• Calculate and forecast monthly revenues based on active contracts and client billings.
• Complete client fee, project, and balance sheet reconciliations.
• Facilitate monthly billing between account staff and the Billing department and review billing reports.
• Review potential write-offs and escalate concerns to the Senior Finance Lead.
• Assist Project Managers with billing reviews.
• Ensure service orders are processed in a timely manner.
• Review project request forms for compliance and upload them into the appropriate system.
• Process purchase orders upon request.
• Run financial queries in response to staff requests.
• Provide Project Managers with time and expense details as incurred on projects.
• Review missing time reports weekly and follow up on outstanding submissions.
• Support ad hoc financial requests and projects as required.
• Provide ongoing, constructive feedback to junior staff.
• Support junior team members through guidance, coaching, and effective delegation.

Requirements

• Demonstrate behaviours consistent with Edelman’s values, Code of Ethics, and Business Conduct.
• Set and pursue challenging stretch goals.
• Demonstrate effective supervisory and task delegation skills by setting clear expectations and deadlines, providing necessary resources, monitoring progress, and providing feedback.
• Commit to continuous learning and improvement of technical and leadership skills.
• Take responsibility for personal growth and development using available resources such as ELI, on-the-job training, and mentoring.

Skills

• Excellent written, oral, and interpersonal communication skills