Client Finance Analyst​/Professional Services

This role supports firm leadership and department heads with client billing operations and core accounting functions, ensuring accurate revenue recognition and timely cash collection across the client base.

• Prepare, review, and issue client invoices across multiple engagement types
• Track work in progress, unbilled time, out of pocket expenses, and retainer balances
• Partner with engagement leads and department heads to confirm billing accuracy before invoices go out
• Process billing adjustments, write ups/downs, credits, and rebills
• Monitor aging AR and drive collections follow up with clients and internal stakeholders
• Maintain billing files and support the monthly billing calendar

• Support AP, AR, and expense coding as part of daily accounting operations
• Prepare journal entries and assist with general ledger maintenance
• Reconcile bank accounts, credit cards, and balance sheet schedules
• Assist with monthly and quarterly close, including accruals and variance analysis
• Support revenue recognition entries tied to client billing activity
• Assist with year end close, audit requests, and ad hoc finance projects

• 3-5+ years in billing, AR, or accounting, ideally inside a professional services firm (legal, consulting, accounting, advisory)
• Bachelor's degree in Accounting, Finance, or related field
• Working knowledge of WIP, retainers, utilization, realization, and project based revenue models
• Experience with client billing portals or expense automation tools
• Comfortable managing sensitive financial data with discretion
• Experience with time and billing platforms (Practice management systems, CCH, Thomson Reuters, Office Tools, Canopy, or similar)
• Experience with Quick Books Online or comparable accounting software
• Detail oriented, deadline driven, and comfortable juggling multiple priorities