Precision Value & Health is hiring a
Sr. Client Financial Analyst in United States

Summary

The Senior Client Finance Analyst will support the overall financial management for Precision's client portfolio, including monthly project accounting efforts, reconciliation of new projects and change orders, setting up new clients in accounting systems, reviewing and preparing invoices, and assisting with ad hoc projects. They are required to have a Bachelor’s degree with a minimum concentration in accounting, finance or business and 3+ years of relevant accounting/finance experience. Intermediate to advanced Microsoft Excel skills are also required. Preferred qualifications include agency or professional services experience, month end close experience, revenue recognition experience, project accounting experience, client services/client facing experience.

Requirements

• Bachelor’s degree with a minimum concentration accounting, finance or business
• 3+ years of relevant accounting/finance experience
• Intermediate to advanced Microsoft Excel skills

Responsibilities

• Support the overall financial management for Precision's client portfolio
• Take on a larger role supporting monthly project accounting efforts
• Review & reconcile new projects including verifying signatures, identifying revenue type, agreeing to Salesforce, tracking of milestones/tasks, and intercompany amounts as applicable
• Set up new clients in accounting systems and files including adding and mapping employees to new billable rates
• Review intercompany revenue/cost transactions & updating shared financial trackers
• Assist with revenue recognition for project revenues & ensure compliance with client contracts
• Prepare monthly project revenue forecast and comparisons to budget/plan
• Review and investigate hours and expenses for client projects incurred to track against forecast
• Prepare & review approved client invoicing based on contracts and follow up with customers on past due invoices
• Review and submit monthly client accruals and submissions to clients. Consolidate accruals with other Precision entities as applicable
• Review project costs compared to contracted amounts as well as other direct costs shared across projects/clients
• Responsible for set up and tracking of new employees and when applicable subcontractor hours/expenses/bill rates monthly compared to forecast and budget
• Review the coding expense reports, invoices and/or credit card bookings to ensure proper approval to billable projects
• Identify, allocate & review intercompany transactions
• Assist with ad hoc projects as applicable, including the annual budget preparation. Assist with P&L budget line items as applicable
• Review & reconcile supporting documents for the annual audit
• Assist in the development and implementation of new policies and procedures to enhance the workflow of the department
• Advise junior staff on best practices in approach to client finances. Mentor junior staff as applicable through career development

Preferred Qualifications

• Agency or Professional Services experience a plus
• Month end close experience
• Revenue Recognition experience
• Project Accounting experience
• Client Services/Client Facing experience

Benefits

• Eligible for a discretionary annual bonus, health insurance, retirement savings benefits, life insurance and disability benefits, parental leave, and paid time off for sick leave and vacation
• $63,000 — $93,000 USD