Client Finance Analyst

Basic Information

Location

NY NY 100 W 33rd

Posted Date

01-Mar-2024

Agency

ProHealth

Department

Finance

• Client

Job Number

42351

Job Type

Regular

Posting Locations

United States

• New York, New York

Work Arrangement

Regular

• Hybrid

Job Description

JOB SUMMARY

JOB DUTIES & RESPONSIBILITIES

• Job maintenance (opening, closing, and locking jobs as appropriate).

• Proactively manage all billable and non-billable jobs (including media).

• Monitor, open, and close jobs.

• Work with agency teams to collect and enter estimates.

• Follow up on estimate approval status and necessary revisions.

• Manage and report on estimate vs actual for all jobs, taking appropriate action when WIP is at risk.

• Monitor OOP expenses and prepare necessary job-to-job expense transfers.

• Monitor open purchase orders and ensure vendor invoices are received timely.

• Monitor cleared and uncleared media and notify teams as appropriate.

• Continually manage WIP exposure.

• Monitor labor hours against correct jobs and prepare transfers as appropriate.

• Effectively communicate job numbers to teams as appropriate.

• Communicate areas of concern and follow up until resolved.

• Schedule and lead monthly billing/job status meetings.

• Coordinate monthly billings with shared service center - ensure billing is completed timely and within client billing deadlines, check invoices for accuracy, and ensure the integrity of client billing contract requirements.

• Monitor AR collection - pursue timely collection with continuous client follow-up and escalate collections issues as necessary.

Financial Reporting

• Prepare and analyze monthly Accounts Receivable (AR) and Work in Process (WIP) reports.

• Prepare monthly Un-billable Reports and necessary journal entries.

• Ad hoc reporting and miscellaneous client-specific duties as required.

• Adhere to FCB Health and IPG policies (SP&Ps) and procedures.

EDUCATION

Bachelors- Business Administration

REQUIRED/PREFERRED

1 year

Accounting/Finance

KNOWLEDGE & SKILLS

Microsoft Excel

Proficient in advanced functions and formulas to perform V-LOOKUP, pivot tables, charts, and graphs data.

Salary

$50,000 to $57,500 annually.

The salary range for this position is noted within this job posting. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications.