This role is open to be based anywhere Edelman has an office across the United States.
Edelman is seeking a smart and professional Senior Financial Analyst with strong financial, analytical, and planning skills to support our Global Client Finance Team. The Senior Financial Analyst role is responsible for supporting seamless financial management of large complex clients, partnering with senior management on staffing, forecasting, and pricing of the business.
Responsibilities:
- Support finance lead on large more complex projects or clients.
- Assist account teams in pricing client proposals, responding to Requests for Proposals/Information, and developing budgets (with oversight)
- Review scopes and staffing plans; escalate issues to client finance lead as appropriate
- Confirm projects are set up in accordance with contract terms; help develop summary sheets (contract cheat sheets) for the business.
- Ensure written client agreement is obtained for all work and is appropriately archived and classified.
- Assist Account and Project Management teams with monthly project budget to actual tracking and other required client reporting
- Coordinate data collection for client audits
- Communicate with clients regarding budgets, billing, and accounts receivable issues (as appropriate)
- Maintain repository if critical client information.
- Review monthly expense details; Pull back up as needed and ensure proper coding of expenses
- Update monthly revenue forecasts, staff plans and relevant client trackers with actuals.
- Process purchase orders in financial system and ensure vendor payment in a timely fashion.
- Reconcile monthly fees for accuracy and compliance with Edelman Revenue Recognition policy
- Prepare client management reports, identify trends, and communicate to finance lead (and business as relevant)
- Drive monthly billing process to ensure accuracy and timeliness.
- Review time and expense write-offs as well as unbilled WIP
- Monitor payment collection; Serve as liaison between client and Accounts Receivable.
- Contribute to performance appraisal process for peers and managers
- Mentor, train, and provide ongoing, constructive feedback to junior staff (as relevant).
- Ad hoc requests and projects
Basic requirements:
- At least 3+ years of relevant experience in Finance or Accounting
- A bachelor’s degree or equivalent work experience
Preferred Qualifications:
- Knowledge of financial systems (e.g. PeopleSoft, SAP, or any other ERP system) and strong Microsoft Excel skills
- The ideal candidate is client service-oriented and fosters positive working relationships
- Well-organized with strong time management skills and attention to detail, follows through on multiple projects and juggles conflicting priorities in a fast-paced environment
- Possesses strong analytical skills and be able to articulate financial concepts in layman’s terms.
- Demonstrates behaviors consistent with Edelman’s values, Code of Ethics and Business Conduct
What you'll get in return:
- We value our employees’ health and well-being and recognize that life’s not all about work. Our hybrid work model gives you the flexibility to create a schedule that works with your personal and professional goals.
- Benefits include:
- Generous paid time off – All employees starting at this level receive:
- 15 paid holidays
- 15 vacation days
- 10 sick days
- 12 hours of paid time off to participate in civic action
- 8 hours of paid time off to volunteer
- 4pm-close on Fridays
- Medical / Dental / Vision Insurance
- Health Savings Account (including employer contribution)
- Basic and Supplemental Life Insurance
- Short-Term and Long-Term Disability
- Paid Parental Leave
- Paid Caregiver Leave
- 401k with company match
- Bonus opportunities
- Tuition Assistance
- Tutoring Assistance
- Service awards and sabbaticals
- Adoption Assistance (including pets)
- Community Investment Grant Program
- Mentor program
- Wellness programs
- A broad range of career development, networking, team-building, and cultural activities
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