Client Finance Analyst at Unlockhealth

Unlockhealth

Chicago, Illinois, United States; Nashville, Tennessee, United States; Remote·16h ago

Mid LevelFull-timeGit

Salary Range

$76,500 - $103,500 /year

Estimated

This salary is estimated based on similar roles. The actual salary may vary.

About the Role

We are seeking a highly organized and detail-oriented Client Finance Analyst to join our dynamic team. The ideal candidate will possess a strong background in finance, with preference given to billing, revenue, and agency experience. You will play a crucial role in managing the financial health of client accounts, ensuring accurate billing, revenue recognition, and accounts receivable management.

Key Responsibilities

→Manage billing cycle, ensuring accurate and timely billing for client projects
→Coordinate with the media team to review insertion orders and reconcile media orders monthly
→Manage accounts receivable, ensuring timely follow up on outstanding invoices
→Work closely with clients to resolve billing discrepancies or payment issues
→Assist in the review of client statements of work and/or change orders
→Open billable projects based on client authorization
→Collaborate with client account teams to maintain detailed revenue forecast
→Support revenue recognition process in accordance with accounting standards
→Provide financial support to client account teams
→Produce and distribute monthly financial health reporting
→Provide financial information or analysis to various departments and clients
→Participate in Ad Hoc projects as directed

Requirements

✓Minimum 1 year of related financial and/or accounting experience
✓Experience in media billing (digital and/or traditional) is strongly preferred
✓Working understanding of professional services Statement of Work contract structures
✓Basic finance/accounting knowledge (Balance sheet, P&L, AR, etc.)
✓Expertise in Microsoft Excel including lookups, pivot tables, and reporting
✓Curiosity to ask probing questions based on intuition
✓Excellent attention to detail, with the ability to manage multiple projects and deadlines
✓Proficiency in financial software and tools (NetSuite, Workfront, Salesforce, MS Office)
✓Strong communication skills, with the ability to work cross-functionally
✓Ability to problem solve and manage problems effectively