Finance Analyst

Edelman is a voice synonymous with trust, reimagining a future where the currency of communication is action. Our culture thrives on three promises: boldness is possibility, empathy is progress, and curiosity is momentum. 

At Edelman, we understand diversity, equity, inclusion and belonging (DEIB) transform our colleagues, our company, our clients, and our communities. We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging.

As a key member of the Finance function at Edelman, this role is responsible for driving financial excellence across client accounts through proactive partnership with internal stakeholders. The position offers a unique opportunity to blend strategic insight with hands-on financial stewardship, overseeing everything from revenue recognition and client billing to risk mitigation and team development. The successful candidate will play a central role in supporting the business's financial health while upholding Edelman’s standards of compliance, collaboration, and leadership.

Responsibilities include:

Managing Client Financials:

• Review and approve client budgets and scopes
• Assist account teams with monthly project budget to actual tracking and other required client reporting.
• Facilitate client billing and work with client leads to minimize risk exposure surrounding AR and clients credit requirements.
• Coordinate Data Collection for Clients audits.
• Review time and expense write-offs and unbilled WIP. 
• Develop and nurture strong, collaborative relationships with client teams to deeply understand their business needs

Financial Management and Planning:

• Review monthly client fee phasing and expense detail with Client Leads or relevant Senior Finance.
• Analyse client finance reports and identify and communicate areas of concern and suggested improvements to account staff and management (e.g., client profitability, realisation, utilization, over/under service, missing time, revenue risk and staffing plans).
• Assisting with the preparation, maintaining and managing of staffing and revenue plans with the Client Leads.
• Responsible for accuracy of client financials including client billing, pricing, receivables, WIP and monthly projections.

Revenue Recognition:

• Review monthly fees for accuracy and compliance with Edelman Revenue Recognition policy.

Billing/Cash Flow Management:

• Facilitate monthly billing – liaison between account staff and billing department and review billing reports. 
• Review time and expense write-offs and unbilled WIP. 
• Ensure processing of service orders timely.
• Work with local leadership to minimize risk exposure surrounding accounts receivables and credit requirements of clients.
• Responsible for timely and valuable AR collection status commentary and liaison with Accounts Receivable 

General Management:

• Ensure department compliance with company financial policies (e.g., revenue recognition, job requisitions, time entry, travel and expense, credit, billing, capex, accounts payable, new business).
• Ad hoc requests and projects.

People Development:

• Contribute to performance appraisal process for peers and managers.
• Engage in team building activities.
• Provide ongoing constructive feedback and consistently hold staff accountable for performance, compliance and ethical business conduct.

Leadership

• Demonstrate behaviors consistent with Edelman’s values, Code of Ethics and Business Conduct.
• Lead by example, demonstrate proven strong work ethic.
• Commit to continuous learning and building your technical and leadership skills through training. 
• Share best practices, good ideas, and mistakes freely to establish trust, transparency and teamwork.

Experience Required:

• Bachelor’s degree in FIN or ACC and 1+ years of experience in an Accounting or Commercial Finance role.
• Proficiency in Microsoft Excel.
• Strong organization and time management skills and experience in following through multiple projects and juggling conflicting priorities in a fast-paced environment.
• Must have strong financial analysis and management skills and and knowledge of financial models.
• Strong communication skills, with the ability to articulate financial concepts and data to a variety of audiences.
• Professional services industry experience preferred but not required.

We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your experience doesn’t perfectly align with every qualification, we encourage you to apply anyway. You may be just the right candidate for this or other roles.