PRECISIONvalue

Client Finance Analyst

PRECISIONvalue

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $55,000 - $76,000 per year

Job Level

Junior

About the role

  • 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

  • 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
  • Agency or Professional Services experience a plus
  • Month end close experience
  • Revenue Recognition experience
  • Project Accounting experience
  • Client Services/Client Facing experience
Benefits
  • This role is also eligible for a discretionary annual bonus
  • Health insurance
  • Retirement savings benefits
  • Life insurance
  • Disability benefits
  • Parental leave
  • Paid time off for sick leave and vacation
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project accountingfinancial trackingbudget adjustmentsinvoicinggeneral ledger reconciliationsrevenue recognitionmonth end closeMicrosoft Excel
Soft Skills
communicationcollaborationorganizational skillsattention to detail
Certifications
Bachelor’s degree in accountingBachelor’s degree in financeBachelor’s degree in business