Senior Financial Analyst

Edelman San Francisco , CA 94118

Posted 3 months ago

We are seeking a smart and professional Senior Financial Analyst in the Bay Area with solid financial, analytical, and planning skills. Reporting to a Senior Finance Manager, this person will manage billing processes, financial analysis, reporting, and revenue recognition for various clients throughout the west region. Also responsible for managing/mentoring one direct report.

Responsibilities of an Edelman Senior Financial Analyst:

  • Administer billing process, including fee reconciliation and client invoicing

  • Ensure timely submission of invoices and supporting documentation to client

  • Calculate and track monthly revenues based on active contracts and client billings

  • Assist in drafting and reviewing contracts and corresponding scope of work

  • Partner with senior account teams in pricing client proposals and budget development

  • Review and approve client budgets and upload properly into financial system

  • Support client reporting, audit requests, and data collection

  • Process purchase orders and run financial queries upon request

  • Review expense write-offs and unbilled WIP.

  • Communicate with account staff on billing and accounts receivable issues

  • Follow up on outstanding receivables and work with staff to secure payment. Assist in collecting commentary on uncollected and past due invoices

  • Coordinate financial allocations cross office (domestic and global)

  • Ensure department compliance with company financial policies (e.g., revenue recognition, job requisitions, time entry, travel and expense, credit, billing, accounts payable, new business)

  • Train account staff on internal finance systems, procedures and financial project management


Qualified candidates should have:

  • Bachelor's degree in Finance, Accounting, Economics or related field in quantitative analysis

  • 3-5 years of Finance/Accounting experience, preferably in an agency setting

  • Strong Microsoft Excel skills

  • Excellent written, oral and interpersonal communication skills

  • Client service oriented and fosters positive working relationships

  • Well organized with strong time management skills and attention to detail, follows through on multiple projects in a fast paced environment

  • Able to articulate financial concepts in layman's terms

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Senior Financial Analyst