Sr Client Financial Analyst

This a Full Remote job, the offer is available from: Philippines

About the Role:

You will collaborate with cross-functional teams, develop strong relationships with Client Services, and occasionally interface with clients to ensure financial excellence.

Responsibilities:

Be the owner of all things client finance across our three businesses which includes but is not limited to:

• Accounts Receivable: Managing AR processes, including billing, issuing credits/refunds, collections, and payment application.
• Reporting: Generating project spend reporting, reviewing project burn reports with PMs, preparing and presenting client profitability to client directors, analyzing pipeline, and other ad hoc analysis
• WIP and OOP Management: Oversee Work-in-Progress and Out-of-Pocket (OOP) reporting and billing.
• Rate Card and Role Administration: Maintain and manage rate cards and role classifications in project management tools and pricing tools.
• Job Creation: Ensure each scope of work is properly tracked and classified and has corresponding job number in all relevant systems (NetSuite, Screendragon, Clickup)
• Scope Review: Review statement of works to ensure favorable financial terms
• Revenue Forecasting: Meet with PMs each week to update project revenue forecasts and ensure accurate and insightful guidance on state of the business
• Monthly Close Assistance: Support close processes, including revenue entries
• Collaboration: Build strong partnerships with Client Services, Finance, and Operations teams and communicate financial insights effectively to internal and external stakeholders.

Qualifications:

• 4-5 years of experience in financial operations, preferably within an agency or creative services business.
• Expertise in Excel, with advanced skills in data analysis and modeling.
• Strong communication and interpersonal skills, capable of building relationships with internal teams and clients.
• Experience with NetSuite, Clickup, Hubspot, and/or Screendragon a plus
• Understanding of project-based business billing and financial systems.
• Proven ability to thrive in a fast-paced, dynamic environment with competing priorities.
• High growth potential, with a proactive, solutions-oriented mindset.

What We Offer:

• A collaborative and entrepreneurial work environment.
• Opportunities to work with high-growth brands and innovative teams.
• The chance to make a significant impact on our financial and operational excellence.

This offer from "Atticus Advisory Solutions Inc." has been enriched by Jobgether.com and got a 74% flex score.