Trio | An IPG Health Company | Client Finance Senior Analyst | new york city, ny
6 days ago
JOB SUMMARY
Comments
The Client Finance Senior Analyst is the day-to-day contact for the financial and operational matters. The Client Finance Senior Analyst interacts regularly with Account Management and Project Management teams as well as agencies' shared service center. The Client Finance Senior Analyst must understand and comply with client contracts as they relate to compensation, billing, compliance, financial reporting, reconciliation, and other deliverables. This individual will be introduced to higher level functions such as participating in client calls and revenue reports. The Client Finance Senior Analyst works independently and actively participates in internal meetings.
ESSENTIAL FUNCTIONS
Comments
Job Management
Own the job status of each project, coordinate with agency teams to ensure estimates are entered correctly and timely, and begin to work with intercompany partners on estimates for jobs.
Billing:
Coordinate monthly billings with shared service center to ensure billing is completed by the deadline.
Financial Reporting
Lead tracker meetings with assigned business units regarding the financial status of each client.
Administrative
Perform administrative duties, coordinate with agency teams and with intercompany partners on ad hoc requests.
JOB DUTIES / RESPONSIBILITIES
Comments
*For Specialty functions, see additional information (if applicable) in the box below.
- Manage and review requests for all billable and client non-billable jobs opening, closing, and locking as appropriate
- Own the job status of each project and ensure that when Account Management/Project Management request a change in status that Omaha executes swiftly and reports are updated accordingly
- Communicate job numbers to team members as needed to ensure accurate and prompt timesheet entry.
- Coordinate with agency teams including Account Management, Project Management, and Client Finance Managers to ensure estimates are timely and entered correctly, as well as updated as appropriate and approved in the system
- Begin to work with intercompany partners to ensure that estimates are entered onto the job as appropriate and approved in the system to facilitate appropriate tracking and billing for these partner agencies
- Coordinate monthly billings with shared service center to ensure billing is completed by the deadline of each assigned client
- Check invoice for accuracy including but not limited to amount, billing address, and contact information, as well as ensure the integrity of client billing contract requirements
- Monitor and add commentary on a monthly basis on the WIP report
- Ensure that out-of-pocket expenses are being billed timely
- Prepare, update, and analyze trackers weekly to ensure all estimates, actuals, variances, and billing information is pulled in accurately
- Bring any areas of concern to the Client Finance Manager’s attention prior to sharing with Account Management and Project Management teams
- Schedule meetings to review according to cadence aligned for each team and be an active participant in these meetings
- Lead the tracker meetings with Account Management and Project Management and present financial information in a clear and concise manner showing an understanding of the reports
- During tracker meetings, take diligent notes on job statuses and overall financial health of the projects for assigned clients
- Depending on process, responsible for sending recap email to align on updates discussed in meeting
- Analyze and call out to Client Finance Manager and/or Internal Teams if projects are running hot and/or not tracking to benchmark
- Work with the Client Finance Manager to determine appropriate solutions to financial situations that may arise.
- Be a problem solver bringing, not only issues, but proposed solutions to the attention of the Finance Managers and above
- Perform administrative duties involving data entry such as rate card entry, opening jobs, closing jobs, overall job status of projects, running unapproved time reports, and estimate creation/status
- Be a helping hand when adhoc requests come up for assigned accounts and review with Client Finance Manager prior to submission to client
- Collaborate with other Client Finance Analysts within the group to troubleshoot issues as they occur
- Is well versed in the Vantage system and understands different reports available
- Work with Accounts Receivable team to ensure client payments are timely and align to payment terms within Master Service Agreement
- Follow-up on client purchase orders and client project budget approvals, regularly alerting Client Finance Manager when necessary paperwork has not been received
- Ability to work within a team and across departments while meeting and prioritizing multiple daily deadlines
EDUCATION
DEGREE/DIPLOMA
AREA OF STUDY
REQUIRED/PREFERRED
Bachelor’s degree
Accounting and/or Finance
Preferred
LICENSES & CERTIFICATIONS
N/A
EXPERIENCE
MINIMUM EXPERIENCE
AREA OF EXPERTISE
REQUIRED/PREFERRED
1+ years
Working Experience
Required
KNOWLEDGE, SKILLS, & ABILITIES
Comments
Microsoft Excel:
-Knowledge in advanced functions and formulas to perform VLOOKUP, pivot tables, creating charts, graphs, and overall data capture
Microsoft PowerPoint:
-Basic knowledge of PowerPoint
SAP/Business Software:
-Knowledge of SAP and/or business systems preferred
-Knowledge of Vantage preferred
-Strong communication skills
-Organizational skills
-Teamwork skills
-Presentation skills
-Analytical skills
COMPETENCIES
Comments
- Goal-oriented mindset
- Team-oriented mindset
- Acute attention to detail, with an emphasis on consistency and continuity
- Attentive and shows interest in the subject
- Expresses ideas clearly and accurately
- Detail-oriented
- Consistent
- Dependable
ADDITIONAL INFORMATION FOR SPECIALTY FUNCTIONS
Comments
OTHER INFORMATION
Comments
-
Associate Director, Strategy, IPG Media Lab
4 weeks ago
New York, New York, United States IPG Mediabrands Full timeJob SummaryThe IPG Media Lab is seeking a highly skilled Associate Director, Strategy to join its Strategy team. This role involves day-to-day innovation strategy, making sense of how technology, media, and consumer behavior are changing across categories.The ideal candidate will partner with internal and external brand teams to identify tech trends and...
-
Senior Business Analyst, Transformation
1 month ago
New York, New York, United States IPG Mediabrands Full timeJob SummaryWe are seeking a highly skilled Senior Business Analyst, Transformation to join our team at IPG Mediabrands. The ideal candidate will have a strong background in business analytics and data management, with experience working with data systems and platforms. The Senior Business Analyst will work closely with the Transformation team to support the...
-
AREA 23 | An IPG Health Company | Producer
7 days ago
new york city, United States AREA 23 | An IPG Health Company Full timeArea 23 is looking for freelance producer who specialize in the production of all live action/video content, including large scale tv production. Work on awards materials, medical education content, and doc style work with real people such as doctors, patients and caregivers.The Producer is responsible for the management and production of any content that...
-
AREA 23 | An IPG Health Company | Producer
6 days ago
new york city, United States AREA 23 | An IPG Health Company Full timeArea 23 is looking for freelance producer who specialize in the production of all live action/video content, including large scale tv production. Work on awards materials, medical education content, and doc style work with real people such as doctors, patients and caregivers.The Producer is responsible for the management and production of any content that...
-
Strategic Account Director for IPG Health
4 weeks ago
New York, New York, United States IPG Health Full timeJob Summary:The Strategic Account Director is a key member of our team at IPG Health, responsible for driving strategic initiatives and managing a portfolio of clients. This is an exceptional opportunity for a seasoned professional with a passion for healthcare and pharma advertising to lead our account management efforts and contribute to our agency's...
-
New York, United States City of New York Full timeCompany DescriptionJob Description TASK FORCE: FEMA Disaster Recovery & Homeland Security Grants UNIT: FEMA Public Assistance Administration and Process JOB TITLE: One (1) Analyst / Senior Analyst / Supervising Analyst CONTROL CODE: BAW-25-01 SUMMARY: The Mayor's Office of Management and Budget (OMB) is the City government's chief financial agency. OMB's...
-
Flexstone Partners | Data/Business Analyst
9 hours ago
new york city, United States Flexstone Partners Full timeCompany BackgroundFlexstone Partners (“the Company”) is a leading Investment Manager and Advisor specializing in private assets on a global basis and manages approximately $10 billion on behalf of its institutional and high net worth clients. The Flexstone team is made up of 55+ professionals globally with diverse backgrounds, experience, and private...
-
new york city, United States Storm4 Full time⚡ Senior Associate, Finance & Capital Markets🌎 New York, New York - hybrid (2+ days in office a week)☀ Solar & Storage company💸 $150-175k baseOur clients are passionate disruptors in the energy space, spearheading the energy transition through supporting the financing of renewables projects across the US. So far, the team there have invested $1bil+...
-
Senior Information Security Analyst
14 hours ago
New York, United States City of New York Full timeCompany DescriptionJob Description The Financial Information Services Agency and the Office of Payroll Administration (FISA-OPA) has a vacancy for a Senior Information Security Analyst. The Senior Information Security Analyst will act as a lead for the Information Security Team and report directly to the CISO. This role requires a strong technical background...
-
Analyst - TRANSIT
3 weeks ago
New York, United States City of New York Full timeCompany DescriptionJob Description TASK FORCE: INFRASTRUCTURE AND TRANSIT AUTHORITY UNIT: TRANSIT JOB TITLE: One (1) Assistant Analyst / Analyst / Senior Analyst CONTROL CODE: INF-25-01 SUMMARY: The Mayor's Office of Management and Budget (OMB) is the City government's chief financial agency. OMB's staff of analysts and experts assembles and oversees the...
-
Senior & Staff Accountant - New York City, NY
3 weeks ago
New York, United States Forth Recruiting Full timeAbout the job Senior & Staff Accountant - New York City, NY Hybrid Remote Position Three days in the office, two days remote. The Company This client is a premier provider of a wide range of outsourced accounting and financial business services to private and public companies, designed to add significant value to a company's financial health and performance...
-
Analyst - Pension Analysis
3 weeks ago
New York, United States City of New York Full timeCompany DescriptionJob Description DIVISION:Workforce, Office of Budget Review, Info Systems, and Technology Management TASK FORCE/ UNIT: Pension Analysis JOB TITLE: One (1) Analyst / Senior Analyst / Supervising Analyst CONTROL CODE: LMP-24-01 SUMMARY: The Mayor's Office of Management and Budget (OMB) is the City government's chief financial agency. OMB's...
-
Analyst - Pension Analysis
5 months ago
New York, United States City of New York Full timeDIVISION:Workforce, Office of Budget Review, Info Systems, and Technology Management TASK FORCE/ UNIT: Pension Analysis JOB TITLE: One Analyst / Senior Analyst / Supervising Analyst CONTROL CODE: LMP-24-01 SUMMARY: The Mayor’s Office of Management and Budget (OMB) is the City government's chief financial agency. OMB's staff of analysts and experts...
-
Senior Program Analyst
4 weeks ago
New York, New York, United States City of New York Full timeJob Title: Senior Program AnalystJob Summary:The City of New York is seeking a highly skilled Senior Program Analyst to join its Workforce team. The ideal candidate will have a strong background in workforce development, community-based programs, and policy analysis.Key Responsibilities:Conduct research and literature reviews to determine best practices and...
-
Analyst - TRANSIT
1 week ago
New York, United States City of New York Full timeJob Description TASK FORCE: INFRASTRUCTURE AND TRANSIT AUTHORITY UNIT: TRANSIT JOB TITLE: One (1) Assistant Analyst / Analyst / Senior Analyst CONTROL CODE: INF-25-01 ________________________________________________________________________________ SUMMARY: The Mayors Office of Management and Budget (OMB) is the City government's chief financial agency. OMB's...
-
Transportation Budget Analyst
4 weeks ago
New York, New York, United States City of New York Full timeJob Summary:The City of New York is seeking a highly skilled Transportation Budget Analyst to join the Transit Unit. As a key member of the team, you will be responsible for analyzing and tracking Metropolitan Transportation Authority (MTA) capital and operating budgets, including City contributions, as well as overseeing the Taxi and Limousine Commission...
-
Senior Systems Analyst
4 weeks ago
New York, New York, United States City of New York Full timeJob SummaryThe City of New York is seeking a highly skilled Senior Systems Analyst to join the Management & Policy Research/Single Issue Review unit. As a key member of the team, you will be responsible for performing technical and analytical work to assist the Agency in maximizing reimbursement from external sources.Key Responsibilities* Conduct research...
-
New York, New York, United States City of New York Full time**About the New York City Department of Correction**The New York City Department of Correction (NYCDC) plays a vital role in the City's evolving criminal justice system. As part of a reform-driven approach, the DOC participates in initiatives aimed at reducing the jail population while ensuring public safety. The department's primary objective is to maintain...
-
new york city, United States Excel Partners LLC Full timeCompany DescriptionExcel Partners LLC is a boutique investment banking firm located in New York, NY. The firm specializes in all industries, with a focus on healthcare, business services, and information technology. Excel Partners offers comprehensive investment banking services, with a strong emphasis on M&A transactions.Role DescriptionThis is a full-time...
-
Public Health Nurse
1 month ago
New York, New York, United States City of New York Full timeAs a Public Health Nurse with the New York City Department of Health and Mental Hygiene, you will be part of a team dedicated to protecting and improving the health of all New Yorkers. The Department is the oldest and largest health department in the country, with a rich history of innovation and expertise in public health programming and infrastructure.The...
