Remote Financial Analyst

Summary

The Financial Analyst will partner with Client Services teams to manage and ensure the financial integrity of costs and billings for client projects. They will be responsible for financial analysis, team and client relations, and fiscal responsibility.

Requirements

• Proactive fiscal acumen
• Must have a high degree of accuracy and be detail-oriented
• Ability to communicate with all levels of management and clients
• Excellent organizational skills
• The ability to multi-task and work on many projects simultaneously
• Ability to prioritize and meet deadlines
• Ability to work independently with minimal supervision and ensure reports are accurate, timely, and meet deadlines
• Excellent written and verbal communication skills a must
• Computer proficiency in Excel (pivot tables, formulas), Word and Outlook a must
• Education: Bachelor’s Degree
• 1-3 years’ experience in an equivalent role

Responsibilities

• Partner with Client Services teams in managing and ensuring the financial integrity of costs and billings for client projects
• Reviewing and analyzing project spending on an ongoing basis through project life cycle – identify areas of risk, budget deviations
• Review time and expenses for projects to identify mis-codings and errors
• Prepare ad-hoc reports for client service teams and clients
• Reviewing project detail reports and preparing invoice information based on client billing terms; providing billing with data to generate and distribute client invoices
• Prepare bimonthly project management reports and meet with Client Services team to review status of projects for invoicing and reconciliation needs
• Reviewing contracts and ensuring billings are in accordance with the terms
• Preparing project reconciliations when completed and analyzing them in accordance to approved project budgets
• Assisting in Quarterly Sarbanes-Oxley audits of internal financial processes
• Preparing monthly and quarterly client reconciliation and spend reporting as per client contracts
• Support where required with preparing monthly internal reporting package and revenue forecast reports
• Demonstrate an understanding of client needs and how they apply to individual projects and workstreams
• Proactive review of unbilled balances and ensuring billing is within compliance to SOW. Review balances and recommendations to Finance Director
• Prepare any client/CFD requested reports with accuracy, attention to detail, and adherence to any client specific formatting and review with Finance Director
• Serve as liaison between Client Services team and the finance department
• Participate and lead in regular finance and client team meetings. Ensure they are scheduled timely
• Follow up with Client Services teams, develop and implement remedial solutions
• Review vendor invoices for proper project coding
• Prepare client invoices and answer client questions regarding projects
• Demonstrates an understanding of the agency’s goals and initiatives through regular attendance of organization-wide meetings

Benefits

• Work in a fully remote setting without the hassle of everyday commute and traffic
• Access to free online learning and development resources
• Competitive remuneration package