Current jobs related to Client Finance Associate Manager - Bethesda, Maryland - Precision for Medicine

  • Business Development Associate

    1 week ago

    Bethesda, Maryland, United States Rapid Finance Full time

    About the RoleRapid Finance is seeking a highly organized and detail-oriented Processor to join our Operations team. As a key member of our team, you will be responsible for managing a high-volume pipeline of clients seeking small business funding. Your primary focus will be on communicating with sales, underwriters, partners, and clients to obtain necessary...

  • Business Funding Specialist

    4 weeks ago

    Bethesda, Maryland, United States Rapid Finance Full time

    About the RoleRapid Finance is seeking a highly skilled Processor to join our dynamic Operations team. As a key member of our team, you will be responsible for managing a high-volume pipeline of clients seeking small business funding. Your primary objective will be to communicate effectively with sales, underwriters, partners, and clients to obtain necessary...

  • Client Service Associate

    2 weeks ago

    Bethesda, Maryland, United States Boutique Recruiting Full time

    {"title": "Client Service Associate", "subtitle": "Join our team as a Client Service Associate and support our financial advisors in providing exceptional client experiences.", "description": "We are seeking a highly organized and detail-oriented Client Service Associate to join our team in Bethesda, Maryland. As a key member of our office, you will provide...

  • Client Service Associate

    4 weeks ago

    Bethesda, Maryland, United States Promethium Advisors Full time

    About Promethium AdvisorsWe are a rapidly growing wealth management company that offers a significant opportunity to grow professionally and personally. Our people make the difference.Job DescriptionThis is a full-time on-site role for a securities licensed professional located in Bethesda, MD. The Client Service Associate will be responsible for answering...

  • Client Service Associate

    2 weeks ago

    Bethesda, Maryland, United States Promethium Advisors Full time

    About the RoleAt Promethium Advisors, we're seeking a highly skilled Client Service Associate to join our team. As a key member of our operations and administration team, you'll play a critical role in delivering exceptional client experiences.Key ResponsibilitiesAnswer client inquiries and resolve issues in a timely and professional mannerUpdate client...

  • Client Service Associate

    3 days ago

    Bethesda, Maryland, United States Promethium Advisors Full time

    At Promethium Advisors, we are seeking a highly skilled Client Service Associate to join our team. This is a full-time on-site role for a securities licensed professional located in Bethesda, MD. The ideal candidate will be responsible for answering client inquiries, resolving issues, updating client accounts, maintaining documentation, money movement,...

  • Client Service Associate

    1 month ago

    Bethesda, Maryland, United States Boutique Recruiting Full time

    Client Service AssociateA financial services firm in Bethesda, Maryland, is seeking a Client Service Associate to support their team. In this role, you will be responsible for ensuring smooth day-to-day operations, providing administrative support, and delivering exceptional client experiences. If you are organized, detail-oriented, and thrive in a...

  • Treasury Operations Specialist

    3 days ago

    Bethesda, Maryland, United States Rapid Finance Full time

    Treasury Operations SpecialistRapid Finance is seeking a highly skilled Treasury Operations Specialist to join our team. As a key member of our finance department, you will be responsible for providing analytical support to deliver best-in-class treasury operations in line with the policies, processes, and procedures of the company.Key...

  • Treasury Operations Specialist

    2 days ago

    Bethesda, Maryland, United States Rapid Finance Full time

    Unlock Your Potential in Treasury OperationsAt Rapid Finance, we're on a mission to empower small businesses across America. As a Treasury Analyst, you'll play a vital role in delivering best-in-class treasury operations that drive our company's success.About the RoleThe Treasury Analyst will provide analytical support to our finance team, ensuring seamless...

  • Treasury Operations Specialist

    1 week ago

    Bethesda, Maryland, United States Rapid Finance Full time

    About the RoleRapid Finance is seeking a highly skilled Treasury Analyst to join our team. As a key member of our finance team, you will be responsible for providing analytical support to deliver best-in-class treasury operations. This includes monitoring cash activity, compiling short-term cash forecasts, and coordinating internal and external cash...

  • Treasury Operations Specialist

    4 weeks ago

    Bethesda, Maryland, United States Rapid Finance Full time

    About the RoleRapid Finance is seeking a highly skilled Treasury Analyst to join our team in Bethesda, MD. As a key member of our finance team, you will be responsible for providing analytical support to deliver best-in-class treasury operations.Key ResponsibilitiesMonitor cash activity and compile short-term cash forecasts to ensure accurate financial...

  • Treasury Operations Specialist

    1 month ago

    Bethesda, Maryland, United States Rapid Finance Full time

    About the RoleRapid Finance is seeking a highly skilled Treasury Analyst to join our team in Bethesda, MD. As a key member of our finance team, you will be responsible for providing analytical support to deliver best-in-class treasury operations.Key ResponsibilitiesMonitor cash activity and compile short-term cash forecastsCoordinate internal and external...

  • Business Intelligence Analyst

    3 weeks ago

    Bethesda, Maryland, United States Rapid Finance Full time

    Job Title: Business Intelligence AnalystRapid Finance is seeking a highly skilled Business Intelligence Analyst to join our team. As a Business Intelligence Analyst, you will be responsible for designing, developing, and implementing data warehouse and business intelligence programs to provide insights that drive effective business decisions.Key...

  • Business Intelligence Data Analyst

    3 days ago

    Bethesda, Maryland, United States Rapid Finance Full time

    About the Role:Rapid Finance is seeking a highly skilled Business Intelligence Data Analyst to join our team. As a Business Intelligence Data Analyst, you will be responsible for designing, developing, and implementing data warehouse and business intelligence programs to provide insights that drive effective business decisions.Key Responsibilities: Design,...

  • Experienced Dealer Relationship Manager

    3 weeks ago

    Bethesda, Maryland, United States Crédito Real USA Finance Full time

    Job OpportunityWe are seeking a highly motivated and experienced Area Sales Manager to join our team at Crédito Real USA Finance. As a key member of our sales team, you will be responsible for expanding our dealer base and building strong relationships with our current dealer partners.This is an excellent opportunity for a sales professional who is driven...

  • Experienced Dealer Relationship Manager

    1 week ago

    Bethesda, Maryland, United States Credito Real USA Finance Full time

    Unlock Your Potential as a Top-Performing Area Sales ManagerWe are a leading automobile loan provider seeking ambitious and highly personable Area Sales Managers (Bilingual Spanish) to expand our dealer base. As a key member of our team, you will partner closely with our current dealer partners and acquire new dealers to drive business growth.Key...

  • Strategic Client Relationship Manager

    3 days ago

    Bethesda, Maryland, United States FirstService Residential Full time

    Job Overview:As a key member of the FirstService Residential team, you will play a vital role in driving client satisfaction and loyalty through strategic relationship management. This role requires a strong understanding of client needs and the ability to provide expert guidance and support to ensure seamless service delivery.A successful candidate will...

  • Business Intelligence Analyst

    3 weeks ago

    Bethesda, Maryland, United States Rapid Finance Full time

    About the RoleRapid Finance is seeking a highly skilled Business Intelligence Analyst to join our team. As a Business Intelligence Analyst, you will play a critical role in designing, developing, and implementing data warehouse and business intelligence programs to provide insights that drive effective business decisions.Key ResponsibilitiesDesign and...

  • Sales Associate

    3 weeks ago

    Bethesda, Maryland, United States The Lovesac Company Full time

    About The Lovesac CompanyWe are a dynamic and innovative company that is passionate about bringing Total Comfort to millions of homes. Our mission is to provide furniture that can evolve along with our customers as life unfolds.Job SummaryWe are seeking a highly motivated and results-driven Sales Associate to join our team. As a Sales Associate, you will be...

  • Sales Associate

    2 weeks ago

    Bethesda, Maryland, United States Lovesac Full time

    Job Title: Sales AssociateWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Lovesac. As a Sales Associate, you will be responsible for providing exceptional customer service, demonstrating our products, and meeting sales goals.Key Responsibilities:Utilize our proprietary selling process to identify customer needs and...

Client Finance Associate Manager

2 months ago

Bethesda, Maryland, United States Precision for Medicine Full time

The Client Finance Associate Manager will oversee and coordinate the comprehensive financial oversight for our client portfolio, including reporting, daily operations, and associated month-end closing responsibilities.

Key responsibilities of the role include but are not limited to:

  • Lead the monthly project accounting initiatives, which involves preparing and facilitating the majority of the monthly status meetings with project managers and managing project updates across financial tracking systems.
  • Examine and reconcile new contracts, assess related projects, and ensure the accuracy of project setups by understanding contract components such as milestones and intercompany elements.
  • Address concerns regarding project tracking and funding in relation to project budgets. Present project financials to project leads and stakeholders.
  • Establish new clients in accounting systems, including mapping employees to new billable rates and reviewing Master Service Agreements for rebates and discounts.
  • Analyze intercompany revenue and cost transactions while updating shared financial trackers.
  • Oversee intercompany contract execution and manage cost allocations in relation to the overall project budget, facilitating project scope changes with finance teams and project leads.
  • Ensure compliance with client contracts regarding project revenues, including updates on new contract awards and the collection of out-of-period revenue. As the primary finance contact for business unit projects, identify and escalate potential issues to ensure proper accounting and revenue recognition in accordance with GAAP.
  • Prepare monthly project revenue forecasts and compare them to budgeted figures.
  • Track hours and expenses for client projects against forecasts, ensuring the correct assignment of roles and rates based on project lead information, including mapping new roles and rates and making necessary revenue and cost adjustments.
  • Manage client invoicing according to contracts, ensuring the use of appropriate invoicing templates and correct currency, while reconciling issues and following up on overdue invoices. Oversee unbilled revenue aging and adherence to client invoicing protocols.
  • Review and submit monthly client accruals, consolidating them with other relevant entities as necessary.
  • Evaluate client business development opportunities in Salesforce, ensuring accuracy across internal schedules and financial trackers.
  • Assess project costs against contracted amounts and other direct costs shared across projects and clients.
  • Supervise the setup and tracking of new employees and, when applicable, subcontractor hours, expenses, and billing rates on a monthly basis compared to forecasts and budgets. Manage subcontractor agreements and forecast future subcontractor costs with inputs from project leads.
  • Conduct monthly general ledger account reconciliations for accuracy and completeness, collaborating with the SG&A team as needed.
  • Review expense reports, invoices, and credit card bookings to ensure proper approvals for billable projects.
  • Identify, allocate, and review intercompany transactions.
  • Assist with ad hoc projects as necessary, including annual budget preparation, taking the lead on budgeting for specific P&L line items as applicable.
  • Review and reconcile supporting documents for the annual audit, preparing necessary documentation and schedules. Manage the collaboration required for audit deliverables.
  • Proactively identify opportunities for cost savings and process efficiencies.
  • Collaborate with FP&A as needed, proactively highlighting and providing commentary on key drivers for variance explanations to budget and forecast.
  • Assist in preparing revenue and expense inputs for reporting and analysis.
  • Advise staff on best practices regarding client finances and non-routine financial transactions. Mentor and manage direct reports and junior staff in their career development.
Qualifications:

Minimum Required:
  • Bachelor's degree with a focus in accounting, finance, or business.
  • 4+ years of relevant accounting or finance experience, including 1-2 years in a supervisory capacity.
Other Required:
  • Intermediate to advanced proficiency in Microsoft Excel.
Preferred:
  • Experience in agency or professional services is a plus.
  • Experience with month-end closing processes.
  • Familiarity with revenue recognition principles.
  • Experience in project accounting.
  • Client services or client-facing experience.