Finance Analyst

Edelman

Financial Analyst managing billing processes and financial analysis for smaller clients. Ensuring timely submission of invoices and supporting documentation and contributing to financial management.

Posted 7/22/2026full-timeNew York City • Illinois, New York • 🇺🇸 United StatesJunior💰 $50,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial documentation management, client billing processes, and revenue tracking while maintaining strong organizational skills and attention to detail. Proficient in fostering positive client relationships and supporting project management through effective communication and timely reporting.

Highest-signal resume keywords

Financial Documentation ManagementClient Billing ProcessesRevenue TrackingMicrosoft Office Suite ProficiencyInterpersonal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial QueriesFee ReconciliationInvoice SubmissionData CollectionBudget Tracking

Soft Skills

Client Service OrientationTime ManagementAttention to DetailPositive Relationship BuildingOrganizational Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Certifications & Qualifications

Bachelor’s Degree in FinanceBachelor’s Degree in Accounting

Industry Keywords

Client ReportingAudit RequestsService OrdersProject ManagementAged Receivables

About the role

Key responsibilities & impact

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
Review and approve sourcing department’s service orders (with oversight)
Manage 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

Requirements

What you’ll need

At least 1 year of relevant experience
A Bachelor’s Degree in Finance or Accounting, or equivalent work experience.
Strong interpersonal communication skills
Client service oriented
Ability to foster positive working relationships
Well-organized with strong time management skills and attention to detail
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Benefits

Comp & perks

medical and dental insurance
vision
401K
life insurance
disability insurance
paid time off
travel assistance
wellness programing