Senior Client Financial Analyst

Role Overview

• Support overall financial management for client portfolio
• Prepare and lead monthly status meetings with project managers
• Review & reconcile new projects, change orders, and financial trackers
• Set up new clients and review intercompany revenue/cost transactions
• Prepare monthly project revenue forecast and client invoicing
• Review and investigate hours and expenses for client projects
• Assist with ad hoc projects and the annual budget preparation

Requirements

• Bachelor’s degree with a minimum concentration accounting, finance or business
• 3+ years of relevant accounting/finance experience
• Intermediate to advanced Microsoft Excel skills

Benefits

• Health insurance
• Retirement savings benefits
• Life insurance
• Disability benefits
• Parental leave
• Paid time off for sick leave and vacation
• Discretionary annual bonus