Client Finance Analyst

Title: Client Finance Analyst
Direct Manager Title: Client Finance Director

The Role 

We are seeking a highly organized and detail-oriented Client Finance Analyst to join our dynamic team. The ideal candidate will possess a strong background in finance, with a preference for applicants with agency experience. You will play a crucial role in managing the financial health of client accounts, ensuring accurate billing, revenue recognition, and accounts receivable management. This position requires someone with strong communication skills who is proactive, analytical, and collaborative, with the ability to thrive in a fast-paced environment.

What You’ll Do

• Billing Cycle Management:
  • Ensure accurate and timely billing for client projects, with adherence to contractual terms and project timelines
  • Manage accounts receivable for clients, ensuring timely follow-up on outstanding invoices and minimizing aged balances & bad debt exposure
  • Work closely with clients to resolve billing discrepancies or payment issues, ensuring smooth cash flow and maintaining strong client relationships
  • Act as a key point of contact for clients regarding billing inquiries, payment terms, and other financial-related questions
• Contract and Revenue Management:
  • Assist in reviewing client contracts prior to execution
  • Open billable projects based on client authorization
  • Collaborate closely with client account teams to maintain detailed revenue forecast, ensuring monthly changes are communicated timely
  • Support in revenue recognition process in accordance with accounting standards (ASC 606), ensuring revenue is recognized accurately across clients
  • Provide financial support to client account teams including proactive communication around over/under servicing of project budgets
  • Produce and distribute monthly financial health reporting detailing revenue and billing to client account teams; including variance to forecast
• Ad hoc Support:
  • Provide financial information or analysis to various departments and/or clients as required, including pricing analysis, staffing plans, invoice queries, audit requests, and client-specific contractual reporting requirements
  • Participate in Ad Hoc projects as directed

Ideal Qualifications

• 3+ years of related financial and/or accounting experience, preferably with an advertising or marketing service industry
• Working understanding of professional services Statement of Work contract structures
• Basic finance/accounting knowledge (Balance sheet, P&L, AR, etc.)
• While this is not an accounting position, basic accounting knowledge is critical to success in this role
• Expertise in Microsoft Excel, including ability to perform lookups, create pivot tables, and create reporting from large data sets
• Excellent attention to detail, with the ability to manage multiple projects and deadlines
• Proficiency in financial software and tools (NetSuite, Workfront, Salesforce, MS Office)
• Strong communication skills, with the ability to work cross-functionally and interact with multiple facets of people & clients
• Ability to problem solve and manage problems effectively

Nice to Have

• Experience billing digital and/or traditional media is a plus

Perks and Benefits

• Competitive Salary
• Health, Dental and Vision benefit packages to fit all types of lifestyles
• Life, Short- and Long-Term Disability Insurance paid 100% by the company
• FSA / HSA Options
• 401(K) with a generous company match program
• Flexible Paid Time Off (aka- unlimited)
• Paid Parental Leave
• Hybrid and Remote work schedules available
• Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
• Employee Referral Program

About Unlock:
Unlock Health redefines what a marketing and advertising agency can do in healthcare by breaking down walls that have existed for decades. We’ve combined the best teams in healthcare marketing to help every client live their mission – to promote, maintain, and restore health. Our “super agency” approach connects creative, content, and strategy to remove the guesswork from growth, measured by ROI technology. By bringing together the top talent in the industry, we are reshaping the future of healthcare marketing.

We believe our business can only grow by including our Vision and Values in everything we do. Our hiring process is no different. We interview and hire based on our values, which you can learn more about here.

Equality Opportunity Employer Statement
Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

For internal coding use only: SharedServices/Finance/OpEx
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