Client Financial Associate

Compensation

: $124,885.00 - $178,020.00 /year *

Employment Type

: Full-Time

Industry

: Financial Services - Banking/Investment/Finance



The Associate FinancialAnalyst is the primary day-to-day contact for the financial and operationalmatters detailed below. The Associate Financial Analyst acts as therepresentative of agency finance and interacts regularly production and accountteams as well as agencies' shared service center and clients where appropriate.The Associate Financial Analyst is responsible for proactive job costmanagement and for the successful completion of the tasks below for theirassigned clients. The AssociateFinancial Analyst must understand and comply with Client Contracts as theyrelate to compensation, billing, compliance, financial reporting and otherdeliverables.ESSENTIAL FUNCTIONS* Day-to-Day Financial Management of Accounts* Financial Reporting* Ad hoc Reporting and Miscellaneous Client Specific Duties as Required* Adhere to FCB Health and IPG policies (SP&Ps) and proceduresSpecific Dutieso Job maintenance (opening, closing and lockingjobs as appropriate)o Proactively manage all billable andnon-billable jobs (including media)o Monitor, open, and close jobso Work with agency teams in order to collectand enter estimateso Follow up on estimate approval status andnecessary revisionso Manage and report on estimate vs actual forall jobs, taking appropriate action when WIP is at risko Monitor OOP expenses and prepare necessaryjob-to-job expense transferso Monitor open purchase orders and ensurevendor invoices are received timelyo Monitor cleared and uncleared media andnotify teams as appropriateo Continually manage WIP exposureo Monitor labor hours against correct jobs andprepare transfers as appropriateo Effectively communicate job numbers to teamsas appropriateo Communicate areas of concern and follow upuntil resolvedo Schedule and lead monthly billing/job statusmeetingso Coordinate monthly billings with sharedservice center ensure billing iscompleted timely and within client billing deadlines, check invoices foraccuracy and ensure the integrity of client billing contract requirementso Monitor AR Collection - pursue timelycollection with continuous client follow up and escalate collections issues asnecessaryo Prepare and analyze monthly AccountsReceivable (AR) and Work in Process (WIP) reportso Prepare monthly Unbillable Reports andnecessary journal entriesREQUIREMENTS & QUALIFICATIONSEDUCATION* Bachelor's Degree required, Finance Degree preferredEXPERIENCE* 0 to 2 years Accounting/Finance experience* Highly proficient in Excel (vLookup, pivot tables, etc,); database proficiency preferred* Superior verbal and written communication skills* Ability to multi-task and prioritize* Superior problem solving skills* Ability to understand scope of projects assignedPosted by StartWire. Apply now!
Associated topics: annuities, broker dealer, buy, capital, derivatives, equity, fund, ira, investor, trader * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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