Client Finance Analyst

1 week ago

New York, United States IPG Health Full time

**Basic Information**:

- Location
- NY NY 1400 Broadway
- Posted Date
- 23-May-2024
- Agency
- Neon
- Department
- Finance - Client
- Job Number
- 43411
- Job Type
- Regular
- Posting Locations
- United States - New York, New York
- Work Arrangement
- Regular - Hybrid

**Job Description**:
**Job Details**

**Job Title**:
**Client Finance Analyst**

**Career Level**:
**Job Code**:
**140385**

**Job Profile**:
**Job Family Group**:
**Finance - Client**

**Reporting To Level**:
**Job Family**:
**Finance - Client**

**Span of Control**:
**Individual Contributor**

**FLSA Status**:
**Non-Exempt**

**Work Arrangement**:
**Hybrid**

**Travel Requirements**:
**No**

**JOB SUMMARY**

**Comments**

**The Client Finance Analyst is the day-to-day contact for the financial and operational matters detailed below with supervision and guidance. The Client Finance Analyst interacts regularly with Account Management and Integrated Production teams as well as agencies' shared service center. The Client Finance Analyst is responsible for assigned clients in addition to ad hoc projects. The Client Finance Analyst must understand and comply with client contracts as they relate to compensation, billing, compliance, financial reporting, reconciliation, and other deliverables.**

**ESSENTIAL FUNCTIONS**

**Comments**

**Job Management**

**Own the job status of each project and coordinate with agency teams so that estimates are timely and entered correctly.**

**Billing**

**Coordinate monthly billings with shared service center to ensure billing is completed by the deadline.**

**Financial Reporting**

**Prepare, update, and analyze trackers weekly to ensure all client and billing information is pulled correctly.**

**Administrative**

**Perform administrative duties, coordinate with agency teams on ad hoc requests.**

**JOB DUTIES / RESPONSIBILITIES**

**Comments**
- **For Specialty functions, see additional information (if applicable) in the box below.**:

- **Manage, open 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 and Integrated Production request a change in status that Omaha executes swiftly and reports are updated**:

- **Communicate job numbers to team members so timesheets are accurate and timely**:

- **Coordinate with agency teams including Account Management and Integrated Production, as well as Client Finance Managers so estimates are entered correctly and timely, as well as updated and approved in the system**:

- **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 the integrity of client billing contract requirements**:

- **Monitor and add commentary monthly on the WIP report**:

- **Ensure that out-of-pocket expenses are being billed timely**:

- **Prepare, update, and analyze trackers weekly so all estimates, actuals, variances, and billing information are pulled accurately**:

- **Schedule meetings to review trackers according to cadence for each team**:

- **Analyze and call out to Client Finance Manager and/or internal teams if projects are running hot and/or not tracking to benchmark**:

- **Take diligent notes on job statuses and overall financial health of the projects for assigned clients during tracker meetings**:

- **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**:

- **Assist with adhoc requests come up for assigned accounts and review with Client Finance Manager for submission to client and/or Account Management teams**:

- **Collaborate with other Client Finance Analysts within the group to raise any issues or similar road bumps if any should occur**:

- **Review all transfer requests for accuracy and ensure appropriate approvals are in place before transferring to Omaha Shared Services team**:

- **Work with Accounts Receivable team to ensure timely client payments and align to payment terms within Master Service Agreement**

**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**

**0+ years**

**Working Experience**

**Required**

**KNOWLEDGE, SKILLS, & ABILITIES**

**Comments**

**COMPETENCIES**

**Comments**
- **Goal-oriented mindset**:

- **Detail oriented**:

- **Acute attention to detail, with an emphasis on consistency and continuity**:

- **Expresses ideas clearly and accurately**:

- **Team-oriented mindset**

**ADDITIONAL INFORMATION FOR SPECIALTY FUNCTIONS**

**Comments**

**OTH

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