Client Finance Analyst

Job Details

Job Title :

Client Finance Analyst

Career Level : Job Code :

Job Code : 140385

140385

Job Profile : Job Family Group :

Job Family Group : Finance - Client

Finance - Client

Reporting To Level : Job Family :

Job Family : Finance - Client

Finance - Client

Span of Control :

Individual Contributor

FLSA Status : Non-Exempt

Non-Exempt

Work Arrangement : Hybrid

Hybrid

Travel Requirements :

JOB SUMMARY

Comments

The Client Finance Analyst is the day-to-day contact for the financial and operational matters detailed below with supervision and guidance.

The Client Finance Analyst interacts regularly with Account Management and Integrated Production teams as well as agencies' shared service center.

The Client Finance Analyst is responsible for assigned clients in addition to ad hoc projects. The Client Finance Analyst must understand and comply with client contracts as they relate to compensation, billing, compliance, financial reporting, reconciliation, and other deliverables.

ESSENTIAL FUNCTIONS

Comments

Job Management

Own the job status of each project and coordinate with agency teams so that estimates are timely and entered correctly.

Billing

Coordinate monthly billings with shared service center to ensure billing is completed by the deadline.

Financial Reporting

Prepare, update, and analyze trackers weekly to ensure all client and billing information is pulled correctly.

Administrative

Perform administrative duties, coordinate with agency teams on ad hoc requests.

JOB DUTIES / RESPONSIBILITIES

Comments

• For Specialty functions, see additional information (if applicable) in the box below.
• Manage, open and review requests for all billable and client non-billable jobs opening, closing, and locking as appropriate
• Own the job status of each project and ensure that when Account Management and Integrated Production request a change in status that Omaha executes swiftly and reports are updated
• Communicate job numbers to team members so timesheets are accurate and timely
• Coordinate with agency teams including Account Management and Integrated Production, as well as Client Finance Managers so estimates are entered correctly and timely, as well as updated and approved in the system
• Coordinate monthly billings with shared service center to ensure billing is completed by the deadline of each assigned client
• Check invoice for accuracy including but not limited to amount, billing address, and contact information, as well as the integrity of client billing contract requirements
• Monitor and add commentary monthly on the WIP report
• Ensure that out-of-pocket expenses are being billed timely
• Prepare, update, and analyze trackers weekly so all estimates, actuals, variances, and billing information are pulled accurately
• Schedule meetings to review trackers according to cadence for each team
• Analyze and call out to Client Finance Manager and / or internal teams if projects are running hot and / or not tracking to benchmark
• Take diligent notes on job statuses and overall financial health of the projects for assigned clients during tracker meetings
• Send recap email to align on updates discussed in meeting and ensure any required updates are executed in advance of the next report run / review
• Perform administrative duties involving data entry such as rate card entry, opening jobs, closing jobs, overall job status of projects, running unapproved time reports, and estimate creation / status
• Assist with adhoc requests come up for assigned accounts and review with Client Finance Manager for submission to client and / or Account Management teams
• Collaborate with other Client Finance Analysts within the group to raise any issues or similar road bumps if any should occur
• Review all transfer requests for accuracy and ensure appropriate approvals are in place before transferring to Omaha Shared Services team
• Work with Accounts Receivable team to ensure timely client payments and align to payment terms within Master Service Agreement

EDUCATION

DEGREE / DIPLOMA

AREA OF STUDY

REQUIRED / PREFERRED

Bachelor’s degree

Accounting and / or Finance

Preferred

LICENSES & CERTIFICATIONS

N / A

EXPERIENCE

MINIMUM EXPERIENCE

AREA OF EXPERTISE

REQUIRED / PREFERRED

0+ years

Working Experience

Required

KNOWLEDGE, SKILLS, & ABILITIES

Comments

COMPETENCIES

Comments

• Goal-oriented mindset
• Detail oriented
• Acute attention to detail, with an emphasis on consistency and continuity
• Attentive and shows interest in the subject
• Expresses ideas clearly and accurately
• Team-oriented mindset

ADDITIONAL INFORMATION FOR SPECIALTY FUNCTIONS

Comments

OTHER INFORMATION

Comments : Salary : $50,000$57,500

STATEMENT OF UNDERSTANDING

This Job Description is not a contract of employment but serves as a reference for your mutual understanding of the terms and conditions associated with the position.

Your role may vary from this description, and you may be asked to perform other duties or have additional responsibilities outside of what’s outlined above.

If you think that there are elements of this job description that are inaccurate, please speak with your manager and / or HR Partner.

There are three types of Employee Work Arrangements that classify where a person conducts work : In-Office, Hybrid, and Fully Remote.

The amount of time an employee spends working virtually versus in person is dictated by their work arrangement classification, the demands of the role, the needs of the agency and their team, and a person’s performance.

This job description is not intended to include modifications consistent with providing a Reasonable Accommodation.