Client Finance Analyst I

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $50k - $62k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 1%

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PRECISIONvalue

501 - 1000 employees

💼 Consulting

🏥 Healthcare

⚕️ Healthcare Insurance

Consulting • Healthcare • Healthcare Insurance

PRECISIONvalue is a company that specializes in market access and commercialization strategies for life sciences and pharmaceutical industries. They leverage a team of experts, including former payer decision makers, to provide insights across various market channels. Their services include demonstrating the value of life-science innovations, strategic market access, training solutions, and developing key insights for commercialization success. PRECISIONvalue also offers on-demand webinars, white papers, and forums to share exclusive insights with their clients. They focus on ensuring that life-changing medicines are accessible to patients by combining scientific data and empathetic communication strategies to maximize commercial success.

📋 Description

• Assist with overall monthly project accounting, including taking notes from monthly status meetings and updating financial trackers • Set up new projects in time and expense systems and files, verifying signatures, reconciling to Salesforce, and escalating discrepancies • Update project files for change orders, budget adjustments, carve-outs, and project milestones/tasks • Book intercompany revenue/cost transactions and update shared financial trackers • Assist with preparing and investigating hours and expenses for client projects, including reviewing billing roles/rates • Prepare client invoicing based on contracts and follow up on past-due invoices • Create and maintain invoicing waterfalls per contracts when applicable • Assist in preparing monthly client accruals • Track project costs against contracted amounts and direct costs shared across projects/clients • Set up and track new employees and, when applicable, subcontractor hours, bill rates, and expenses against forecast and budget • Update routine monthly general ledger account reconciliations and collaborate with the SG&A team • Assist with ad hoc projects, including annual budget preparation • Assist in pulling supporting documents for the annual audit

🎯 Requirements

• Bachelor’s degree with a minimum concentration in accounting, finance or business • 0-2 years of relevant accounting/finance experience • Intermediate to advanced Microsoft Excel skills • Agency or Professional Services experience a plus • Month end close experience • Revenue Recognition experience • Project Accounting experience • Client Services/Client Facing experience • Excellent client service and communication skills • Strong critical thinking, analytical, interpretative, and problem-solving skills • Ability to process and analyze large volumes of qualitative and quantitative information • Ability to multitask with great attention to detail and high accountability • Strong interpersonal and relationship-building skills • Ethics and integrity when dealing with confidential and sensitive information • Self-starting attitude and desire to learn and grow rapidly

🏖️ Benefits

• Discretionary annual bonus • Health insurance • Retirement savings benefits • Life insurance • Disability benefits • Parental leave • Paid time off for sick leave and vacation • Fully remote role

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