Finance Analyst (Remote) - Advertising Agency - LATAM

Posted 10 Days Ago
Be an Early Applicant
Hiring Remotely in Latham, NY
In-Office or Remote
Mid level
Information Technology • Software
The Role
Financial Analyst role supporting client accounts with reporting, revenue recognition, forecasting, and compliance within a creative agency environment.
Summary Generated by Built In
About Truelogic

At Truelogic we are a leading provider of nearshore staff augmentation services headquartered in New York. For over two decades, we’ve been delivering top-tier technology solutions to companies of all sizes, from innovative startups to industry leaders, helping them achieve their digital transformation goals.

Our team of 600+ highly skilled tech professionals, based in Latin America, drives digital disruption by partnering with U.S. companies on their most impactful projects. Whether collaborating with Fortune 500 giants or scaling startups, we deliver results that make a difference.

By applying for this position, you’re taking the first step in joining a dynamic team that values your expertise and aspirations. We aim to align your skills with opportunities that foster exceptional career growth and success while contributing to transformative projects that shape the future.

Our Client

Is a global creative advertising agency, founded in 2004 by John Boiler, Glenn Cole, Robert Nakata and Greg Perlot, and currently chaired by Boiler, Cole and former CEO Matt Jarvis. with offices in Los Angeles, Amsterdam, New York City, and Sydney.


Job Summary

This role supports the financial performance of client accounts by delivering accurate reporting, revenue recognition, and insightful analysis. The Client Finance Analyst partners with cross-functional teams to forecast revenue, monitor budgets, manage financial systems, and ensure compliance with contracts and SOX standards. Ideal candidates bring strong analytical skills, financial acumen, and a proactive mindset to enhance profitability and drive operational excellence within a fast-paced, creative agency environment.

Responsibilities

Financial Analysis & Reporting

  • Support Client Finance Manager with client portfolio analysis and performance tracking.

  • Generate monthly financial reports (e.g., Actuals vs. Budget, margin variance, and staffing analysis).

  • Maintain accurate and up-to-date client-facing financial dashboards and internal reporting tools to ensure timely and accurate information.

  • Analyze and report financial findings to highlight risks and opportunities related to client profitability.

    Revenue Recognition

  • Prepare and post monthly revenue recognition and month-end journal entries (e.g., WIP, Prebill).

  • Reconcile revenue and staffing data across multiple systems (Kantata, Pipeline, Maconomy, OTC).

  • Ensure all revenue-related documentation is complete, audit-ready, and compliant with internal controls and client contracts.

    Forecasting & Pipeline Management

  • Assist in the preparation and updates of revenue and staffing forecasts in collaboration with the Brand and Production teams.

  • Upload and maintain close revenue data in Kantata and Maconomy.

  • Monitor accuracy and consistency of forecasted vs. actual financial data; resolve discrepancies as needed.

    Project & Job Management Support

  • Coordinate estimate approvals, job opening/closure processes, and integration into financial planning systems.

  • Ensure proper version control and documentation of fee proposals and staffing plans.

  • Track and manage non-billable budgets and ensure alignment with client and agency policies.

    Compliance & Process Governance

  • Support SOX compliance, client contract adherence, and internal process documentation.

    Ensure language, signatures, and approvals are properly maintained across all estimates and financial schedules.

    Ad Hoc Analysis

  • Provide financial insights and reporting for strategic initiatives, operational improvements, and leadership reviews.

  • Respond to special project requests requiring data analysis and financial modeling.

Qualifications and Job Requirements
  • Bachelor’s degree in Finance, Accounting, or related field.

  • 3+ years of experience in client finance, FP&A, or accounting within a professional agency media environment.

  • Proficiency in financial systems such as Maconomy, Workday, or Kantata is a plus.

  • Advanced Excel and data analysis skills.

  • Strong communication, organizational, and cross-functional collaboration abilities.

  • Familiarity with revenue recognition policies and forecasting best practices.

What We Offer
  • 100% Remote Work: Enjoy the freedom to work from the location that helps you thrive. All it takes is a laptop and a reliable internet connection.

  • Highly Competitive USD Pay: Earn an excellent, market-leading compensation in USD, that goes beyond typical market offerings.

  • Paid Time Off: We value your well-being. Our paid time off policies ensure you have the chance to unwind and recharge when needed.

  • Work with Autonomy: Enjoy the freedom to manage your time as long as the work gets done. Focus on results, not the clock.

  • Work with Top American Companies: Grow your expertise working on innovative, high-impact projects with Industry-Leading U.S. Companies.

Why You’ll Like Working Here
  • A Culture That Values You: We prioritize well-being and work-life balance, offering engagement activities and fostering dynamic teams to ensure you thrive both personally and professionally.

  • Diverse, Global Network: Connect with over 600 professionals in 25+ countries, expand your network, and collaborate with a multicultural team from Latin America.

  • Team Up with Skilled Professionals: Join forces with senior talent. All of our team members are seasoned experts, ensuring you're working with the best in your field.

Apply now!

Top Skills

Excel
Kantata
Maconomy
Workday
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The Company
266 Employees
Year Founded: 2003

What We Do

Truelogic Software is a Nearshore tech firm specializing in Staff Augmentation Services and Innovation Projects. We build innovative digital products by extending the engineering teams of US companies with our elite group of 500 Latin American highly experienced tech talent. Our SERVICES Staff Augmentation Services Dedicated Agile Teams Innovation Projects Our EXPERTISE Mobile & Web Development Data Engineering DevOps QA Automation & Testing UX/UI Designing Project Management Email us [email protected]

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