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Client Finance Analyst I

1 month ago
United States
Full-time
Entry Level
Financial Analyst
Finance and Accounting
Salesforce
Apply Now
Precision Medicine Group

Precision Medicine Group

Precision Medicine Group specializes in precision medicine, utilizing targeted expertise and data insights to accelerate drug development and enhance the commercialization of next-generation medical products for the pharmaceutical and life sciences ind...

Pharmaceuticals
251-1K
Founded 2012
View All Jobs 31

Description

  • Support monthly project accounting, including documenting status meetings and updating financial trackers.
  • Set up new projects in time-and-expense systems and reconcile project information with Salesforce.
  • Update project files and trackers for change orders, budget adjustments, carve-outs, milestones, and tasks.
  • Record intercompany revenue and cost transactions.
  • Review project hours, expenses, billing roles, and rates.
  • Prepare client invoices, maintain contract-based invoicing waterfalls, and follow up on overdue balances.
  • Assist with monthly client accruals and track project costs against contracted amounts, forecasts, and budgets.
  • Track employee and subcontractor hours, bill rates, and expenses.
  • Update routine monthly general ledger reconciliations and collaborate with the SG&A team.
  • Support annual budgeting, ad hoc finance projects, and annual audit documentation requests.

Requirements

  • Bachelor’s degree with a concentration in accounting, finance, or business.
  • 0–2 years of relevant accounting or finance experience.
  • Intermediate to advanced Microsoft Excel skills.
  • Agency or professional services experience preferred.
  • Month-end close, revenue recognition, project accounting, or client-facing experience preferred.
  • Strong analytical, critical-thinking, interpretive, and problem-solving abilities.
  • Excellent organization, time management, attention to detail, and ability to meet deadlines.
  • Ability to analyze large volumes of qualitative and quantitative information and manage multiple priorities.
  • Strong written and verbal communication, interpersonal, and relationship-building skills.
  • High integrity when handling confidential information, with a self-starting attitude and willingness to learn.

Benefits

  • Fully remote work arrangement.
  • Estimated salary range of $50,000–$62,000 USD.
  • Eligibility for a discretionary annual bonus.
  • Health, life, and disability insurance.
  • Retirement savings benefits.
  • Parental leave and paid sick and vacation time.

Interested in this position?

Apply directly on the company website

Apply Now

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