Client Finance Analyst

Unlock Health

full-time

Posted on: 9/2/2025

Origin: • 🇺🇸 United States

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Junior

About the role

Unlock Health breaks down the walls that healthcare providers have lived with for decades. We connect the dots across managed care and marketing so that providers can realize their missions and patients can get the right care. We are seeking a highly organized and detail-oriented Client Finance Analyst to join our dynamic team. The ideal candidate will possess a strong background in finance, with preference given to agency experience. You will play a crucial role in managing the financial health of client accounts, ensuring accurate billing, revenue recognition, and accounts receivable management. Billing Cycle Management: Ensure accurate and timely billing for client projects; coordinate with media team to review insertion orders and reconcile media orders monthly; manage accounts receivable and follow up on outstanding invoices; resolve billing discrepancies; act as client point of contact for billing inquiries. Contract and Revenue Management: Assist in reviewing client statements of work and change orders; open billable projects; maintain detailed revenue forecasts; support revenue recognition per ASC 606; provide financial support to client account teams; produce monthly financial health reporting. Ad hoc Support: Provide financial information or analysis for departments/clients including pricing analysis, staffing plans, invoice queries, audits, and client-specific reporting; participate in ad hoc projects as directed.

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.) 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