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
Support the Client Finance team with billing activities, financial reporting, and related operational tasks.
- Maintain and update trackers, ensuring financial information is accurate and accessible to internal account teams.
- Manage requests and coordinate information with internal account teams, taking ownership of follow-ups.
- Assist with Speaker Bureau activities and annex reconciliation, as needed.
- Support reporting, training, and other Client Finance coordination activities.
- Work with historical and current financial information during the transition from Vantage to D365.