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Client Finance Analyst I
Precision Medicine GroupClient Finance Analyst I role focusing on financial management and project accounting for Precision Medicine Group. This is a fully remote position requiring a bachelor's degree and 0-2 years of experience.
About the role
Key responsibilities & impact- Assist with the overall monthly project accounting efforts including taking notes from the monthly status meetings with project managers and making project updates across financial trackers.
- Setup new projects awarded in time & expense systems and files including verifying signatures, agreeing to Salesforce and escalating discrepancies.
- Assist with updating project files for change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks.
- Book intercompany revenue/cost transactions & update shared financial trackers.
- Assist with the preparation and investigation of hours and expenses for client projects incurred including review of assigned billing roles/rates.
- Prepare client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create and maintain waterfall of invoicing per contracts.
- Assist in the preparation of monthly client accruals
- Track project costs compared to contracted amounts as well as other direct costs shared across projects/clients.
- Assist in set up & tracking of new employees and when applicable subcontractor hours/bill rates/expenses monthly compared to forecast and budget.
- Update basic and routine monthly general ledger account reconciliations. Collaborate with SG&A team where applicable.
- Assist with ad hoc projects as applicable, including the annual budget preparation.
- Assist in pulling supporting documents for the annual audit
Requirements
What you’ll need- Bachelor’s degree with a minimum concentration accounting, finance or business
- 0-2 years of relevant accounting/finance experience
- Intermediate to advanced Microsoft Excel skills
Benefits
Comp & perks- Health insurance
- Retirement savings benefits
- Life insurance
- Disability benefits
- Parental leave
- Paid time off for sick leave and vacation
- Discretionary annual bonus
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
project accountingfinancial trackingbudget adjustmentsinvoicingaccount reconciliationscost trackingfinancial analysisbilling roleschange ordersaccruals
Soft Skills
collaborationcommunicationattention to detailorganizational skillsproblem-solving
Certifications
Bachelor’s degree in accountingBachelor’s degree in financeBachelor’s degree in business