Senior Finance Analyst

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
60K-80K Annually
Senior level
Agency
The Role
Manages billing, budgeting, forecasting, reconciliations, financial reporting, and profitability analysis for client projects and portfolios. Partners with project and account teams on budget-to-actual tracking, service orders, purchase orders, audits, and billing reviews. Provides financial guidance, responds to ad hoc requests, and supports junior staff through coaching, delegation, and feedback.
Summary Generated by Built In

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. Consistent with this approach, we hire the best qualified candidates for all positions.

Job Summary:
The Senior Financial Analyst is responsible for facilitating the billing process, financial analysis, and reporting for individual projects and larger, more complex client portfolios.

The ideal candidate will have excellent written, oral, and interpersonal communication skills, be client-service oriented, and foster positive working relationships. They should be highly organized with strong time management skills, attention to detail, and the ability to manage multiple projects in a fast-paced environment. The successful candidate will also possess strong financial analysis skills and be able to articulate financial concepts in layman’s terms.

Key Responsibilities:

Client Servicing

  • Maintain a repository of critical client information.
  • Maintain files, contracts, and other relevant documentation.
  • Coordinate data collection for client audits.
  • Prepare client management reporting and review project profitability drivers with account teams.
  • Provide guidance to Project Management and Account teams on monthly project budget-to-actual tracking and other required client reporting.

Financial Management & Planning

  • Partner with Project Managers to prepare client budgets in line with statements of work.
  • Review and approve Sourcing department service orders, with appropriate oversight.
  • Calculate and forecast monthly revenues based on active contracts and client billings.
  • Complete client fee, project, and balance sheet reconciliations.
  • Facilitate monthly billing between account staff and the Billing department and review billing reports.
  • Review potential write-offs and escalate concerns to the Senior Finance Lead.
  • Assist Project Managers with billing reviews.
  • Ensure service orders are processed in a timely manner.
  • Review project request forms for compliance and upload them into the appropriate system.
  • Process purchase orders upon request.
  • Run financial queries in response to staff requests.
  • Provide Project Managers with time and expense details as incurred on projects.
  • Review missing time reports weekly and follow up on outstanding submissions.
  • Support ad hoc financial requests and projects as required.

People Management

  • Provide ongoing, constructive feedback to junior staff.
  • Support junior team members through guidance, coaching, and effective delegation.

Measures of Success

  • Demonstrate behaviours consistent with Edelman’s values, Code of Ethics, and Business Conduct.
  • Set and pursue challenging stretch goals.
  • Demonstrate effective supervisory and task delegation skills by setting clear expectations and deadlines, providing necessary resources, monitoring progress, and providing feedback.
  • Commit to continuous learning and improvement of technical and leadership skills.
  • Take responsibility for personal growth and development using available resources such as ELI, on-the-job training, and mentoring.

$60,000 - $80,000 per year
#LI-PP1

An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH’s total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits.

DJEH offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.

DJEH is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion. We seek applications from all qualified candidates without regard to race, color, gender, sex, age, religion, physical or mental disability, military and veteran status, or any other basis protected by federal, state or local law. If you require a reasonable accommodation in any part of the employment process, please let us know.

Skills Required

  • Excellent written, oral, and interpersonal communication skills
  • Client-service orientation and ability to foster positive working relationships
  • Strong organization and time management skills
  • Strong attention to detail
  • Ability to manage multiple projects in a fast-paced environment
  • Strong financial analysis skills
  • Ability to explain financial concepts in layman's terms
  • Supervisory, coaching, delegation, and feedback skills

Edelman Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Edelman and has not been reviewed or approved by Edelman.

  • Healthcare Strength Benefits are described as comprehensive, with health plans commonly framed as a strong part of the overall package. Mental and physical well-being programs are also emphasized as meaningful support.
  • Flexible Benefits Work flexibility is positioned as a standout, including hybrid routines and a “Work From Anywhere” option for part of the year. Flexible public holidays are also highlighted as adding practical choice to how time is used.
  • Retirement Support Retirement offerings such as a 401(k) match (and pension-style contributions in some markets) are consistently presented as a solid component of total rewards. This tends to improve overall package value even when base pay feels less competitive.

Edelman Insights

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The Company
HQ: New York, NY
6,475 Employees
Year Founded: 1952

What We Do

Edelman is a global communications firm that partners with businesses and organizations to evolve, promote and protect their brands and reputations. Our 6,000 people in more than 60 offices deliver communications strategies that give our clients the confidence to lead, act with certainty and earn the lasting trust of their stakeholders. We develop powerful ideas and tell magnetic stories that move at the speed of news, make an immediate impact, transform culture and spark movements. Since our founding in 1952 by Dan Edelman, we have remained an independent, family-run company. We use our profits to strengthen our business, provide our employees with opportunities to grow, advance our industry, and serve as a responsible citizen of the world. Every day, we strive to live and work by a long-held set of core values: the pursuit of excellence, the freedom to be curious, the courage to do the right thing, and a commitment to improving society. Edelman is an equal opportunity employer of all protected classes, including veterans and individuals with disabilities

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