Financial Planning and Analysis

• Serve as a contact for clients and agency departments on client finance matters
• Develop internal and external relationships (with client procurement in particular) with timely, proactive communication and follow-up
• Assist in monthly forecasting, budgeting cycles, and financial modeling in coordination with the agency account and production leads.
• Help oversee project financial information in coordination with client teams and provide support to client teams in monitoring client budgets and spending
• Work with team leads to secure client P.O. or necessary work/payment authorizations including fulfilling client portal submissions and other client procedures and requirements
• Prepare invoices and billing reconciliations while ensuring adherence to contract compliance and billing policies and procedures
• Monitor accounts receivable status and follows-up on aged balances with clients
• Timesheet collections and Harvest system administration
• Assist in developing and maintaining client finance processes, guides, policies, tools and templates
• Prepare management reporting on utilization, revenue and profitability analysis
• Support month-end close processes to complete journal entries for revenue, reporting, and adhering to audit compliance.
• Help prepare and deliver financial reports as needed

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