Finance Analyst

• Maintain files, documents, and other relevant documentation
• Support client finance partners and internal client teams across one or more clients
• Assist with client reporting, audit requests and data collection
• Run financial queries upon staff request
• Maintain repository of critical client information
• Ad hoc requests and projects
• Calculate and track monthly revenues based on active contracts and client billings
• Ensure timely submission of invoices and supporting documentation to client
• Review and approve sourcing department's service orders (with oversight)
• Manage fee reconciliation
• Review and escalated to senior finance lead on any write-offs in billing review
• Assist project managers with billing review
• Assist in collecting commentary on aged receivables
• Review project request forms for compliance and open project codes
• Process purchase orders upon request
• Provide time and expense details to PM's as incurred on project(s)
• Review missing time reports weekly and follow up with delinquencies
• Update client budget tracker monthly

• At least 1 year of relevant experience
• A Bachelor's Degree in Finance or Accounting, or equivalent work experience.
• Strong interpersonal communication skills
• Client service oriented
• Ability to foster positive working relationships
• Well-organized with strong time management skills and attention to detail
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Demonstrates expertise in financial documentation management, client billing processes, and revenue tracking while maintaining strong organizational skills and attention to detail. Proficient in fostering positive client relationships and supporting project management through effective communication and timely reporting.

• Financial Documentation Management
• Client Billing Processes
• Revenue Tracking
• Microsoft Office Suite Proficiency
• Interpersonal Communication Skills

• Financial Queries
• Fee Reconciliation
• Invoice Submission
• Data Collection
• Budget Tracking

• Client Service Orientation
• Time Management
• Attention to Detail
• Positive Relationship Building
• Organizational Skills

• Bachelor's Degree in Finance
• Bachelor's Degree in Accounting

• Client Reporting
• Audit Requests
• Service Orders
• Project Management
• Aged Receivables

• Microsoft Word
• Microsoft Excel
• Microsoft Power Point
• Microsoft Outlook