Senior Client Finance Analyst

Job Description

Position Summary:

The Senior Client Finance Analyst will support the overall financial management for our client portfolio, reporting, general day-to-day activities, and related month end close duties.

Essential functions of the job include but are not limited to:

• Take on a larger role supporting the overall monthly project accounting efforts including preparing and leading some of the monthly status meetings with project managers and managing project updates across financial trackers.
• Review & reconcile new projects including verifying signatures, identifying revenue type, agreeing to Salesforce, tracking of milestones/tasks, and intercompany amounts as applicable. Follow up with project leads on discrepancies as required.
• Review & reconcile change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks.
• Set up new clients in accounting systems and files including adding and mapping employees to new billable rates, and review of MSA's for rebates and discounts.
• Review intercompany revenue/cost transactions & updating shared financial tracker