GENERAL FUNCTION:
The Client Finance – Senior Analyst is the day-to-day contact for the financial and operational matters detailed below. The Client Finance – Senior Analyst acts as the representative of agency finance and interacts regularly with Account Management and Integrated Production teams as well as agencies’ shared service center. The Client Finance – Senior Analyst is responsible for proactive job cost management and for the successful completion of the tasks below for their assigned clients. The Client Finance – Senior Analyst must understand and comply with client contracts as they relate to compensation, billing, compliance, financial reporting, reconciliation, and other deliverables. This individual will be introduced to higher level functions such as participating in client calls and revenue reports. The Client Finance – Senior Analyst will start to work more independently and be an active participant in internal meetings.
DUTIES/RESPONSIBILITIES:
ESSENTIAL FUNCTIONS:
Job Management
• 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/Integrated Production request a change in status that Omaha executes swiftly and reports are updated accordingly. Communicate job numbers to team members as needed to ensure accurate and prompt timesheet entry.
• Coordinate with agency teams including Account Management, Integrated Production, as well as Client Business Managers to ensure estimates are entered correctly and timely as well as updated as appropriate and approved in the system.
• Begin to work with intercompany partners to ensure that their estimates are entered onto the job as appropriate and approved in the system in order to facilitate appropriate tracking and billing for these partner agencies.
Billing
• Coordinate monthly billings with shared service center to ensure billing is completed by the deadline of each respective assigned client. Check invoice for accuracy including but not limited to amount, billing address and contact information as well as ensure the integrity of client billing contract requirements. All invoice drafts are to be reviewed by Client Business Manager to ensure accuracy each month.
• Monitor and add commentary on a monthly basis on the WIP report. Ensure that Out of Pocket expenses are being billed timely.
Financial Reporting
• Prepare, update and analyze trackers weekly to ensure all estimates, actuals, variances and billing information is pulling in accurately. Bring any areas of concern to the Client Business Manager’s attention prior to sharing with Account and Integrated Production teams. Schedule meetings to review according to cadence aligned to for each team and be an active participant in these meetings.
• Lead the tracker meetings with Account/Integrated Production and present financial information in a clear and concise manner showing an understanding of the reports.
• During tracker meetings, take diligent notes on job statuses and overall financial health of the projects for assigned clients. Depending on process, responsible for sending recap email to ensure alignment on updates discussed in meeting. Ensure any required updates are executed in advance of the next report run/review.
• Analyze and call out to Client Business Manager and/or Internal Teams if projects are running hot and/or not tracking to benchmark.
• Work with the Client Business Manager to determine appropriate solutions to financial situations that may arise. Begin to become a problem solver and solution oriented team member bringing not only issues but proposed solutions to the attention of the Business Managers and above.
Administrative
• 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.
• Be a helping hand when adhoc requests come up for assigned accounts and review with Client Business Manager prior to submission to client.
• Collaborate with other Client Finance Analysts within the group to raise any issues or similar road bumps if any should occur.
• Is well versed in the Vantage system and begins to understand different reports available to problem solve issues that might occur.
• Work with Accounts Receivable team to ensure client payments are timely and align to payment terms within Master Service Agreement.
• Follow-up on client purchase orders and client project budget approvals, regularly alerting Business Manager when necessary paperwork has not been received in order to perform job duties.
MINIMUM QUALIFICATIONS:
• 1-3 years of experience
• Accounting and/or Finance Degree Preferred
• Microsoft Excel:
o Proficient in advanced functions and formulas to perform VLOOKUP, pivot tables, creating charts, graphs and overall data capture
• Microsoft PowerPoint:
o Possess basic knowledge of PowerPoint
• SAP/Business Software:
o Knowledge of SAP and/or business systems preferred
o Knowledge of Vantage
• Ability to work within a team
• Strong communication skills
• Ability to work across departments
• Meets multiple daily deadlines
• Prioritizes and organizes tasks
• Handles distractions well
• Great focus and attention to detail
LICENSES & CERTIFICATIONS:
COMPETENCIES:
• Creates clear goals, identifies and finds the resources (e.g. time, people, materials) needed to achieve them, and schedules tasks so that work is completed on time
• Acute attention to detail, with an emphasis on consistency and continuity.
• Is attentive and shows interest in the subject;
• Expresses ideas clearly and accurately
Salary
$58,500 to $67,300 annually
The salary range for this position is noted within this job posting. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee’s/applicant’s background, pertinent experience, and qualifications.
For U.S. Job Seekers
It is the policy of IPG Health and any of its affiliates to provide equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, ethnic origin, gender, gender identity, age, marital status, veteran status, sexual orientation, disability, or any other basis prohibited by applicable federal, state, or local law. EOE/AA/M/D/V/F.
