Job Order: 5573
Staff Representative: Tim Jadwin
Position: Client Finance Analyst
Location: New York
Company Summary:
A consumer healthcare advertising agency.
Description:
Principal Responsibilities
- Functional Responsibilities
- Supervision of client related estimates and purchase order files
- Supervision of billable invoices
- Supervision of billable production items
- Develops and manages relationship with team member and clients
- Works closely with team members and clients to identify their needs and recommend potential courses of action
- Establishes trust and credibility with clients and team members by quickly responding to their needs, always following up and following through, and delivering quality work
- Readily adjusts priorities to respond to pressing and changing demands
- Appropriately involves others in a process or decision to ensure their support
- Posts closing journal entries
- Assist with account analysis for monthly financial review
- Preparation and control of subsidiary ledgers insuring the proper classification and recording of each transaction
- Assists Finance Manager in the preparation of journal entries
- Other duties as requested in support of client or group reporting and forecasting requirements
- Fully prepares for and successfully facilitates meeting and presentations, and closes with clear action steps
- Identifies process improvement areas and makes suggestions for action
- Creates logical plan (workplan/tasklist) for an activity, including measures of success
- Professional Responsibilities
- Maintains working knowledge of functional area policies and procedures and general knowledge of company policy and procedures.
- Professional communication manner and ability to triage messages when appropriate
- Maintains security of confidential information/conversations that impact the business
- Exhibits a positive "can do" attitude with all Team members and is willing to pitch in whenever needed
- Focused on detail to produce high quality work by checking and double checking items
- Follows specific directions and asks appropriate questions to complete tasks thoroughly and on time
- Develops positive and productive working relationship with Clients, supervisors and peers
- Meets deadlines by managing time and priorities
- Keeps others aware of own/team workload and potential conflicting commitments
- Identifies process improvement area and makes suggestions for action
- Maintains balance and flexibility under stress
- Takes the time and effort to think through situations, but knows when to ask for help and is comfortable doing so
- Applies understanding of revenue sources and pricing mechanisms to revenue recognition process
- Ensure positive cash flow for assigned clients based on understanding of cash flow components and levers that can be used to impact positively or negatively
- Ability to use various pricing mechanisms for professional services to price projects
- Knowledge of the finances of the assigned client/brands, including the client contract
- Positive can-do attitude
- Required:
- Bachelor’s Degree
- Accounting or Finance related degree preferred
- Preferred:
- Internship in related field preferred
