Client Finance Analyst I positions focus on delivering results in their domain. This page aggregates open Client Finance Analyst I roles and what employers typically expect.
**\*\*\*The Client Finance Analyst I role is a fully remote role.\*\*\*** **\*\*\*Unfortunately, we are not able to provide sponsorship assistance at this time or in the future.\*\*\*** The Client Finance Analyst I will assist in 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:** - Assist with the overall monthly project accounting efforts including taking notes from the monthly status meetings with project managers and making project updates across financial trackers. - Setup new projects awarded in time & expense systems and files including verifying signatures, agreeing to Salesforce and escalating discrepancies. - Assist with updating project files for change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks. - Book intercompany revenue/cost transactions & update shared financial trackers. - Assist with the preparation and investigation of hours and expenses for client projects incurred including review of assigned billing roles/rates. - Prepare client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create and maintain waterfall of invoicing per contracts. - Assist in the preparation of monthly client accruals - Track project costs compared to contracted amounts as well as other direct costs shared across projects/clients. - Assist in set up & tracking of new employees and when applicable subcontractor hours/bill rates/expenses monthly compared to forecast and budget. - Update basic and routine monthly general ledger account reconciliations. Collaborate with SG&A team where applicable. - Assist with ad hoc projects as applicable, including the annual budget preparation. - Assist in pulling supporting documents for the annual audit **Qualifications:** Minimum Required: - Bachelor’s degree with a minimum concentration accounting, finance or business - 0-2 years of relevant accounting/finance experience Other Required: - Intermediate to advanced Microsoft Excel skills Preferred: - Agency or Professional Services experience a plus - Month end close experience - Revenue Recognition experience - Project Accounting experience - Client Services/Client Facing experience **Skills:** - Excellent client service including mutual respect and approach to communications as well as timeliness of responses - Deadline-oriented with good time management and organizational skills - Proven critical thinking, analytical, interpretative, and problem-solving skills - Ability to process and analyze large volumes of qualitative and quantitative information - Ability to multitask with great attention to detail, and high level of accountability - Display passion and purpose for what we do - Communication (oral and written) with ability to speak with all levels of the organization - Strong interpersonal and relationship building skills, and an ability to build credibility with external and internal stakeholders - Possesses ethics and integrity when dealing with confidential and sensitive information. - Willingness to extend yourself and assist other team members - Self-starting attitude with a strong desire to learn and grow rapidly #LI-Remote Precision is required by law in some states or cities to include a reasonable estimate of the compensation range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Precision, it is not typical for an individual to be hired at or near the top of the range for thei…
Salary estimate
$55,000 – $76,000/yr
Provided by the employer.
Skills for this role
ExcelSalesforceAccountingCommunication
Resume tips for Client Finance Analyst I applicants
Lead with measurable achievements relevant to Client Finance Analyst I (numbers, scope, impact).
Mirror the exact keywords from the Client Finance Analyst I posting so applicant tracking systems rank you higher.
List the specific tools and skills the role names (e.g. Excel, Salesforce, Accounting, Communication).
Keep it to one page for early-career, two pages for senior Client Finance Analyst I candidates.
Interview preparation
Prepare concrete STAR-format stories that show Client Finance Analyst I outcomes you drove.
Research the employer's product and recent news before the interview.
Be ready to explain how you'd approach a typical Client Finance Analyst I problem end to end.
Have thoughtful questions ready about the team, tools and success metrics.
About Precision Access Quotient
Precision Access Quotient is actively hiring on Jobedly. Explore their open roles and what it's like to work there.