Unlock Health

Client Finance Analyst

Unlock Health

full-time

Posted on:

Location Type: Remote

Location: Illinois • Tennessee • United States

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Job Level

Junior

About the role

  • Ensure accurate and timely billing for client projects, with adherence to contractual terms and project timelines
  • Coordinate with the Unlock media team to review insertion orders, ensure timely billing for all media activity, and reconcile media orders monthly to maintain billing accuracy and completeness
  • Manage accounts receivable for clients, ensuring timely follow up on outstanding invoices and minimizing aged balances & bad debt exposure
  • Work closely with clients to resolve billing discrepancies or payment issues, ensuring smooth cash flow and maintaining strong client relationships
  • Act as a key point of contact for clients regarding billing inquiries, payment terms, and other financial related questions
  • Assist in the review of client statements of work and/or change orders prior to execution
  • Open billable projects based on client authorization
  • Collaborate closely with client account teams to maintain detailed revenue forecast, ensuring monthly changes are communicated timely
  • Support in revenue recognition process in accordance with accounting standards (ASC 606), ensuring revenue is recognized accurately across clients
  • Provide financial support to client account teams including proactive communication around over/under servicing of project budgets
  • Produce and distribute monthly financial health reporting detailing revenue and billing to client account teams; including variance to forecast
  • Provide financial information or analysis to various departments and/or clients as required, including pricing analysis, staffing plans, invoice queries, audit requests, and client specific contractual reporting requirements
  • Participate in Ad Hoc projects as directed

Requirements

  • Minimum 1 year of related financial and/or accounting experience, preferably with an advertising or marketing service industry
  • Experience in media billing digital and/or traditional is strongly preferred
  • Working understanding of professional services Statement of Work contract structures
  • Basic finance/accounting knowledge (Balance sheet, P&L, AR, etc.), while this is not an accounting position, basic accounting knowledge is critical to success
  • Expertise in Microsoft Excel including ability to perform lookups, create pivot tables, and create reporting from large data sets.
  • Curiosity to ask probing questions based on intuition.
  • Excellent attention to detail, with the ability to manage multiple projects and deadlines
  • Proficiency in financial software and tools (NetSuite, Workfront, Salesforce, MS Office)
  • Strong communication skills, with the ability to work cross functionally and interact with multiple facets of people & clients
  • Ability to problem solve and manage problems effectively.
Benefits
  • Health insurance
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
billingaccounts receivablefinancial analysisrevenue recognitionfinancial reportingbasic accounting knowledgemedia billingStatement of WorkP&Lbalance sheet
Soft Skills
attention to detailproblem solvingcuriositycommunicationproject managementclient relationship managementcross-functional collaborationtime managementadaptabilityproactive communication