Senior Client Finance Analyst in New York at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Client Finance Analyst based in United States.

This is a high-impact finance role supporting the financial management of a diverse client portfolio within a fast-paced professional services environment.
You will take ownership of project accounting activities, financial tracking, forecasting, billing, and revenue-related processes across multiple client engagements.
The role combines detailed financial analysis with cross-functional collaboration, partnering closely with project leaders and finance teams to maintain accurate financial outcomes.
You will play an important role in reviewing contracts, budgets, revenue, costs, billing, and intercompany transactions while identifying and resolving discrepancies.
Your analysis will help stakeholders understand project performance, manage financial risks, and make informed decisions throughout the project lifecycle.
You will also contribute to month-end close, annual budgeting, audits, process improvements, and the development of junior finance professionals.
This opportunity is well suited to an analytical, client-focused finance professional who values accuracy, accountability, continuous learning, and strong stakeholder relationships.

• Support monthly project accounting activities, including leading selected project status meetings and maintaining accurate financial trackers and updates.
• Review and reconcile new projects by verifying required approvals, revenue classifications, contractual details, Salesforce information, milestones, tasks, and applicable intercompany amounts.
• Review change orders, budget adjustments, carve-outs, and project milestone updates, following up with project leaders to resolve discrepancies.
• Set up new clients within accounting systems and files, including employee billing rates, mappings, and contractual rebates or discounts.
• Review intercompany revenue and cost transactions, maintain shared financial trackers, and support intercompany contract execution and cost allocation activities.
• Assist with revenue recognition and ensure project revenue is recorded in accordance with applicable client contracts, including new awards and out-of-period revenue adjustments.
• Prepare monthly project revenue forecasts and analyze performance against budgets and plans.
• Investigate project hours and expenses, reviewing them against forecasts, assigned roles, billing rates, budgets, and information supplied by project leaders.
• Prepare and review client invoices based on contractual requirements, follow up on past-due balances, and maintain invoicing waterfalls where required.
• Review and submit monthly client accruals and consolidate accrual information across relevant entities.
• Review business development opportunities in Salesforce and ensure information remains consistent across financial schedules and internal tracking systems.
• Analyze project costs against contracted amounts and review direct costs shared across projects or clients.
• Set up and track new employees and, where applicable, subcontractor hours, expenses, billing rates, forecasts, and budgets.
• Review expense reports, invoices, and credit card transactions to ensure accurate coding, appropriate approvals, and correct allocation to billable projects.
• Identify, allocate, and review intercompany transactions while supporting accurate financial reporting.
• Assist with annual budget preparation, including applicable profit-and-loss budget line items and ad hoc financial projects.
• Prepare and reconcile supporting documentation for annual audits and assist with monthly close activities and related reporting materials.
• Contribute to the development and implementation of policies, procedures, and workflow improvements that increase the efficiency and effectiveness of the finance function.
• Provide guidance to junior team members on client finance best practices and support their professional and career development.

• Bachelor’s degree with a concentration in Accounting, Finance, Business, or a related discipline.
• At least 3 years of relevant accounting or finance experience.
• Intermediate to advanced Microsoft Excel skills, including the ability to analyze, organize, reconcile, and report on financial data.
• Experience with project accounting, month-end close, revenue recognition, or client-facing financial operations is preferred.
• Experience within an agency, professional services, consulting, or comparable client-service environment is a plus.
• Strong analytical, interpretive, critical-thinking, and problem-solving capabilities, with the ability to process large volumes of qualitative and quantitative information.
• Strong understanding of financial controls, project budgets, revenue, costs, billing, forecasting, and reconciliations.
• Excellent organizational and time-management skills, with the ability to manage multiple priorities and consistently meet deadlines.
• Exceptional attention to detail and a high level of personal accountability when handling financial information.
• Strong client-service mindset, including professional communication, responsiveness, mutual respect, and relationship building.
• Excellent written and verbal communication skills, with the ability to communicate effectively with stakeholders at all levels of an organization.
• Ability to establish credibility and maintain productive relationships with both internal and external stakeholders.
• High degree of integrity and discretion when working with confidential or sensitive financial information.
• Self-motivated, proactive approach with a willingness to support colleagues and take ownership beyond core responsibilities when needed.
• Demonstrated curiosity and a strong desire to learn, develop, and grow within a dynamic financial environment.

• Estimated salary range of $83,000–$105,000 USD, with actual compensation influenced by skills, experience, training, certifications, location, and business needs.
• Eligibility for a discretionary annual bonus.
• Health insurance coverage.
• Retirement savings benefits.
• Life insurance and disability benefits.
• Paid parental leave.
• Paid sick leave and vacation time.
• Remote work environment.
• Opportunities to develop expertise across project accounting, client finance, revenue recognition, forecasting, and financial operations.
• Opportunities to mentor junior professionals and contribute to process and policy improvements.