The Client Finance Analyst supports day-to-day financial and operational activities under supervision and guidance. The role involves collaborating with internal teams and providing support on assigned accounts and ad hoc projects. Responsibilities include ensuring compliance with established procedures and requirements related to billing, financial reporting, reconciliations, and other operational deliverables.
RESPONSIBILITIES
- Manage and review requests related to project openings, closures, and status updates.
- Maintain accurate project status information and ensure timely updates based on requests from internal teams.
- Communicate project reference numbers to team members to support accurate and timely timesheet submissions.
- Coordinate with internal teams to ensure project estimates are accurately prepared, updated, and approved.
- Support monthly billing activities, ensuring invoices are processed within established deadlines.
- Review invoices for accuracy, including amounts, billing details, and compliance with applicable requirements.
- Monitor monthly work-in-progress reports and provide relevant updates and commentary.
- Ensure timely billing and tracking of project-related expenses.
- Prepare, update, and analyze trackers to monitor estimates, actuals, variances, and billing information.
- Coordinate meetings to review project financial performance and progress.
- Identify and report budget variances, project risks, and deviations from established financial benchmarks.
- Document project updates, financial status, and key discussion points during review meetings.
- Share meeting summaries and follow up on agreed actions to ensure timely execution.
- Perform administrative and data entry activities related to project financial management and reporting.
- Support ad hoc requests and coordinate with relevant stakeholders to address account-related needs.
- Collaborate with other finance team members to identify and resolve operational challenges.
- Review project-related transfer requests to ensure accuracy and appropriate approvals.