Client Finance Analyst

ABOUT US
tms unites technology, marketing, and sourcing to drive transformational change for the world's leading brands. With 1,200+ employees across 26 countries, we offer an impressive range of solutions - from inspiration and innovation to category management and delivery.
Operating as a creative agency, a strategic consultancy, a sourcing business, and a technology provider, we engage with over 110 million customers every single day for our clients, including McDonald's, T-Mobile, O2, Starbucks, and adidas.
Most importantly, we're a place where you can achieve great things, and be recognized as the best.
WHAT MATTERS THE MOST
Breakthrough, business-driving ideas come from extraordinary people with the freedom to be their most authentic selves at work. Authenticity and diversity are critical elements of our business. They can only be realized when we create access and equity for all. We foster a culture of inclusion and belonging and aspire to be ever-evolving.
tms is a place where brilliant people are better together. If you want your ideas to be heard and to contribute to a culture of inclusion and authenticity, bring us your voice! Visit us at tmsw.com.
WHY WE THINK YOU WILL LOVE THIS ROLE
The Client Finance Analyst will sit within our North America Agency Finance team.
Here at tms we are committed to building and sustaining an enviable finance function. We believe that everyone here has a part to play in building our business into a successful Agency, and having a committed and hard-working finance team is vitally important in that.
The Client Finance Analyst is responsible for providing financial support for a group of clients including revenue pricing, annual budgeting, quarterly forecasting, monthly close, data consolidation, profitability reporting and analysis, client-specific reporting and billing oversight as well as trade working capital management.
Finally, we guarantee that you will leave changed. Because we help our people achieve their goals. So come here to experience. To experiment. To make mistakes. To challenge your own limits.
WHAT YOU WILL BRING TO THE ORGANIZATION
Assisting the Plan/Forecast/Close Process

• • Supporting development of annual client financial plans in collaboration with client teams and supervisor.
  • Preparing and inputting monthly/quarterly revenue and expense forecast following Agency calendar.
  • Preparing monthly journal entries to ensure proper revenue and client expense recognition in accordance with revenue recognition guidelines and monthly close schedule.
  • Analyzing and explaining any revenue and expense variances against annual plan/forecast/prior year.

Client Profitability

• • Preparing and analyzing monthly by client P&Ls.
  • Monitoring, classifying, analyzing client direct expenses.
  • Maintaining ongoing client staffing matrix and reports on a monthly/quarterly basis as needed.
  • Preparing ad hoc client analysis as directed by supervisor.
  • Providing meaningful commentary on performance metrics to discuss/address with appropriate agency partners.

Client Compensation/Pricing

• • Preparing and analyzing pricing estimates for Agency retainers and projects ensuring accuracy, adherence to contractual terms and appropriate level of profitability.
  • Meeting agency and client-specific reporting requirements ensuring timely and accurate completion.
  • Supporting supervisors in securing appropriate client approvals and documentation

Trade Working Capital Management

• • Analyzing all TWC components to achieve established targets.
  • Collaborating with billing analyst to ensure invoicing is accurate, timely, and issued in accordance with client contractual billing guidelines.
  • Updating account teams on TWC issues driving for follow-up as needed.
  • Resolving/escalating TWC issues as required.

Other

• • Monitoring and actioning missing time for client portfolio.
  • Ad-hoc projects as assigned.

SKILLS AND EXPERIENCE WE WOULD LIKE YOU TO HAVE

• • Bachelor's degree in Finance, Business, Accounting
  • 1+ years of relevant work experience service industry background a plus
  • Proficient with Microsoft Office, high level of Excel functionality expected
  • Experience with budgeting/forecasting, financial modelling highly valued
  • Excellent analytical skills and the ability to translate data findings into actionable solutions
  • Strong communication skills and ability to work with a wide range of partners to drive performance-oriented decision making
  • Excellent organization and problem-solving skills
  • Must be a self-starter
  • Ability to work independently as well as in a team environment
  • Familiarity with NetSuite a plus

#LI-ML1
#LI-Hybrid
Nearest Major Market: Chicago