Client Finance Senior Analyst at Trio | An IPG Health Company

JOB SUMMARY

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The Client Finance Senior Analyst is the day-to-day contact for the financial and operational matters. The Client Finance Senior Analyst interacts regularly with Account Management and Project Management teams as well as agencies' shared service center. The Client Finance Senior Analyst must understand and comply with client contracts as they relate to compensation, billing, compliance, financial reporting, reconciliation, and other deliverables. This individual will be introduced to higher level functions such as participating in client calls and revenue reports. The Client Finance Senior Analyst works independently and actively participates in internal meetings.

ESSENTIAL FUNCTIONS

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Job Management

Own the job status of each project, coordinate with agency teams to ensure estimates are entered correctly and timely, and begin to work with intercompany partners on estimates for jobs.

Billing:

Coordinate monthly billings with shared service center to ensure billing is completed by the deadline.

Financial Reporting

Lead tracker meetings with assigned business units regarding the financial status of each client.

Administrative

Perform administrative duties, coordinate with agency teams and with intercompany partners on ad hoc requests.

JOB DUTIES / RESPONSIBILITIES

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*For Specialty functions, see additional information (if applicable) in the box below.

• Manage and review requests for all billable and client non-billable jobs opening, closing, and locking as appropriate

• Own the job status of each project and ensure that when Account Management/Project Management request a change in status that Omaha executes swiftly and reports are updated accordingly

• Communicate job numbers to team members as needed to ensure accurate and prompt timesheet entry.

• Coordinate with agency teams including Account Management, Project Management, and Client Finance Managers to ensure estimates are timely and entered correctly, as well as updated as appropriate and approved in the system

• Begin to work with intercompany partners to ensure that estimates are entered onto the job as appropriate and approved in the system to facilitate appropriate tracking and billing for these partner agencies

• Coordinate monthly billings with shared service center to ensure billing is completed by the deadline of each assigned client

• Check invoice for accuracy including but not limited to amount, billing address, and contact information, as well as ensure the integrity of client billing contract requirements

• Monitor and add commentary on a monthly basis on the WIP report

• Ensure that out-of-pocket expenses are being billed timely

• Prepare, update, and analyze trackers weekly to ensure all estimates, actuals, variances, and billing information is pulled in accurately

• Bring any areas of concern to the Client Finance Manager’s attention prior to sharing with Account Management and Project Management teams

• Schedule meetings to review according to cadence aligned for each team and be an active participant in these meetings

• Lead the tracker meetings with Account Management and Project Management and present financial information in a clear and concise manner showing an understanding of the reports

• During tracker meetings, take diligent notes on job statuses and overall financial health of the projects for assigned clients

• Depending on process, responsible for sending recap email to align on updates discussed in meeting

• Analyze and call out to Client Finance Manager and/or Internal Teams if projects are running hot and/or not tracking to benchmark

• Work with the Client Finance Manager to determine appropriate solutions to financial situations that may arise.

• Be a problem solver bringing, not only issues, but proposed solutions to the attention of the Finance Managers and above

• Perform administrative duties involving data entry such as rate card entry, opening jobs, closing jobs, overall job status of projects, running unapproved time reports, and estimate creation/status

• Be a helping hand when adhoc requests come up for assigned accounts and review with Client Finance Manager prior to submission to client

• Collaborate with other Client Finance Analysts within the group to troubleshoot issues as they occur

• Is well versed in the Vantage system and understands different reports available

• Work with Accounts Receivable team to ensure client payments are timely and align to payment terms within Master Service Agreement

• Follow-up on client purchase orders and client project budget approvals, regularly alerting Client Finance Manager when necessary paperwork has not been received

• Ability to work within a team and across departments while meeting and prioritizing multiple daily deadlines

EDUCATION

DEGREE/DIPLOMA

AREA OF STUDY

REQUIRED/PREFERRED

Bachelor’s degree

Accounting and/or Finance

Preferred

LICENSES & CERTIFICATIONS

N/A

EXPERIENCE

MINIMUM EXPERIENCE

AREA OF EXPERTISE

REQUIRED/PREFERRED

1+ years

Working Experience

Required

KNOWLEDGE, SKILLS, & ABILITIES

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Microsoft Excel:

-Knowledge in advanced functions and formulas to perform VLOOKUP, pivot tables, creating charts, graphs, and overall data capture

Microsoft PowerPoint:

-Basic knowledge of PowerPoint

SAP/Business Software:

-Knowledge of SAP and/or business systems preferred

-Knowledge of Vantage preferred

-Strong communication skills

-Organizational skills

-Teamwork skills

-Presentation skills

-Analytical skills

COMPETENCIES

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• Goal-oriented mindset

• Team-oriented mindset

• Acute attention to detail, with an emphasis on consistency and continuity

• Attentive and shows interest in the subject

• Expresses ideas clearly and accurately

• Detail-oriented

• Consistent

• Dependable

ADDITIONAL INFORMATION FOR SPECIALTY FUNCTIONS

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OTHER INFORMATION

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