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PRECISIONvalue

Enabling Access

Client Finance Analyst I

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteJuniorTeam 501-1,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

4 days ago

Salary

$55K - $76K / year

Seniority

Junior

Bachelor Degree0.2 yrs expEnglish

Job Description

Client Finance Analyst I

PRECISIONvalue

• 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

Job Requirements

  • Bachelor’s degree with a minimum concentration accounting, finance or business
  • 0-2 years of relevant accounting/finance experience
  • Intermediate to advanced Microsoft Excel skills

Benefits

  • Health insurance
  • retirement savings benefits
  • life insurance
  • disability benefits
  • parental leave
  • paid time off for sick leave and vacation
  • discretionary annual bonus

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