Note: The job is a remote job and is open to candidates in USA. Precision Medicine Group is seeking a Client Finance Analyst I to support financial management for its client portfolio. The role assists with project accounting, financial reporting, invoicing, reconciliations, month-end close activities, budgeting, and audit support.
Responsibilities
- 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
Skills
- * 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
- * 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
- * Agency or Professional Services experience a plus
- * Month end close experience
- * Revenue Recognition experience
- * Project Accounting experience
- * Client Services/Client Facing experience
Benefits
- This role is also eligible for a discretionary annual bonus
- Health insurance
- Retirement savings benefits
- Life insurance and disability benefits
- Parental leave
- Paid time off for sick leave and vacation
Company Overview