Sr. Client Financial Analyst
Bethesda, MD, USA
***The Client Finance Analyst III role is a fully remote role.***
***Unfortunately, we are not able to provide sponsorship assistance at this time or in the future.***
Sr. Client Finance Analyst
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 trackers. Assist with Interco contract execution. Review cost allocations compared to overall project budget & facilitate project scope changes with other finance teams & project leads.
- Assist with revenue recognition for project revenues & ensure compliance with client contracts including new contract awards updates and pickup of out of period revenue.
- Prepare monthly project revenue forecast and comparisons to budget/plan.
- Review and investigate as required hours and expenses for client projects incurred to track against forecast, assigned roles/rates based on information provided by project leads.
- Prepare & review approved client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create & maintain waterfall of invoicing per contracts.
- Review and submit monthly client accruals and submissions to clients. Consolidate accruals with other Precision entities as applicable.
- Review client business development opportunities in Salesforce and ensure accuracy across internal schedules and financial trackers.
- 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. Forecast future subcontractor costs with inputs from project leads as applicable.
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Fully remote
Benefits/PerksDisability benefits Discretionary annual bonus Fully remote Health insurance Life Insurance Paid Time Off Paid time off for sick leave and vacation Parental leave Retirement savings Retirement savings benefits
Tasks- Budget preparation
- Business development
- Financial management
- Mentor junior staff
Accounting Audit Support Budgeting Business Development Client Services Compliance Development Excel Finance Financial Management Management Mentoring Microsoft Excel Organizational Policy Development Precision Medicine Project accounting Revenue Recognition Salesforce
Experience3 years
EducationBachelor's degree Business Finance
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9