Senior Financial Analyst - Chicago Corporate
Daniel J Edelman Holdings, United States

• Administer billing process, including fee reconciliation and client invoicing
• Ensure timely submission of invoices and supporting documentation to client
• Manage and oversee the completion of quarterly and monthly forecasts
• Calculate and track monthly revenues based on active contracts and client billings
• Assist in drafting and reviewing contracts and corresponding scope of work
• Partner with senior account teams in pricing client proposals and budget development
• Review and approve client budgets and upload properly into financial system
• Support client reporting, audit requests, and data collection
• Process purchase orders and run financial queries upon request
• Review expense write-offs and unbilled WIP, and communicate with account staff on billing and accounts receivable issues
• Follow up on outstanding receivables and work with staff to secure payment
• Assist in collecting commentary on uncollected and past due invoices
• Coordinate financial allocations cross office (domestic and global)
• Ensure department compliance with company financial policies (e.g. revenue recognition, job requisitions, time entry, travel and expense, credit, billing, accounts payable, new business)
• Train account staff on internal finance systems, procedures and financial project management
• Serve as a strategic business partner to internal teams for Adhoc projects

• Bachelor’s degree in Finance or Accounting
• 3+ years of Finance or Accounting experience, preferably in an agency setting
• Strong Microsoft Excel skills
• Excellent written, oral and interpersonal communication skills
• Client service oriented and fosters positive working relationships
• Well organized with strong time management skills and attention to detail, follows through on multiple projects in a fast-paced environment
• Able to articulate financial concepts in layman’s terms

Job Rewards and Benefits