Financial Project Manager

Overview

Position at Opus Agency

Position at Opus Agency

Finance Project Manager (Client Financial Analyst)

Client Services Delivery Operations

Pricing and Financial Operations

Sr. Director, Finance Operations

Remote

Full-Time, Salary, Exempt

10% - 20%

The Client Financial Analyst is responsible for managing and implementing strategic financial processes and procedures for client programs, driving financial infrastructure organization, and closely interfacing with agency teams for the success of each client program and event. This role also owns and drives client event budgets while working with various stakeholders, internal and external, who are involved with the program.

• 2 years minimum related experience
• Preferred Bachelor’s degree in either Accounting or Finance
• Strong financial management and operational skills
• Advanced Proficiency in Excel
• Air Table experience is preferred
• Data Analytics experience is beneficial
• Excellent written and verbal communication skills
• Demonstrates effective negotiation techniques
• Strong analysis and judgment skills
• Accept changes with short notice and tolerate frequent interruptions
• Demonstrated experience working independently and as part of a team
• Prioritize, manage multiple projects, and effectively perform within tight time constraints
• Successfully perform in high stress, fast-paced environment
• Excellent judgment and decisiveness, high integrity, enthusiasm, diplomacy, and tact
• Familiarity with Concur, Intacct, and Salesforce preferred but not required

• Financial budget accountability to client and department on management of assigned programs
• Create budgets for new programs and clients
• Analyze data, financial data and non-financial data, and succinctly present results to colleagues and clients
• Interface with project leads and account executives to launch new clients
• Create, establish, and help implement financial best practices, streamlined efficiencies and program enhancements
• Drive growth of existing clients through solid delivery and performance
• Increased efficiencies gained through experience and expertise
• Coordination, preparation, and compilation of data / information for clients
• Maintain and expand industry knowledge, financial and event management, by attending educational workshops or classes; reviewing related publications; establishing networks
• Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers
• Conceptualize and help implement strategic enhancements of client programs
• Other duties may be assigned to meet business needs

This position has no supervisory responsibilities

• Ability to read, analyze, and interpret technical procedures and contracts. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from group of managers, clients, and customers. Ability to understand and interpret budgets and financial reports. Ability to explain basic financial matters to others.

• Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to create, monitor, and understand budgets, debits, credits etc.

• Adaptability/Flexibility
• Detail Orientation/Quality Focus
• Interpersonal Communication
• Ethics, Integrity, Values
• Time Management
• Analytical Skills
• Solutions oriented and creative problem solver

• Full time position
• Opportunities for growth and development
• Health & Dental Insurance (choice of plans)
• 100% Employer paid short-term disability and life insurance
• Opportunity to elect additional life insurance and LTD insurance at employee expense
• Paid parental leave
• Opportunity to contribute pre-tax dollars to flexible spending accounts
• 401(K) with employer match
• Flexibility in work schedules
• Generous time off

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