Senior Client Financial Analyst

Job description

Accountabilities: Support monthly project accounting activities, including financial tracking, reconciliations, forecasting, and participation in project status meetings. Review and reconcile new projects, change orders, budget adjustments, carve-outs, and project financial updates to ensure accuracy and compliance. Manage project financial trackers, milestone reporting, intercompany transactions, and revenue allocation activities. Set up new clients and projects within accounting systems, including employee rate mapping and contract-related financial configurations. Assist with revenue recognition processes while ensuring compliance with contractual obligations and financial reporting standards. Prepare monthly revenue forecasts, budget comparisons, and financial analyses to support operational and strategic decision-making. Monitor project costs, billable hours, subcontractor expenses, and overall financial performance against forecasts and contracted amounts. Prepare and review client invoicing, accruals, and collections activities while supporting follow-up on outstanding balances. Review expense coding, invoices, credit card transactions, and financial documentation to ensure proper approvals and accounting accuracy. Support annual audits, budgeting initiatives, month-end close activities, and implementation of new financial policies and procedures. Mentor junior finance staff by sharing best practices, supporting professional development, and promoting operational excellence. Requirements: Bachelor’s degree in Accounting, Finance, Business, or a related field. 3+ years of relevant accounting, finance, project accounting, or client financial management experience. Strong proficiency in Microsoft Excel with the ability to analyze and manage large datasets effectively. Experience with project accounting, month-end close processes, revenue recognition, and financial forecasting is highly desirable. Client-facing or professional services industry experience is considered a strong advantage. Excellent analytical, problem-solving, and critical thinking skills with strong attention to detail. Ability to process and interpret both qualitative and quantitative financial information accurately. Strong organizational and time management abilities with the capability to manage multiple priorities and deadlines simultaneously. Excellent written and verbal communication skills with the ability to collaborate across all organizational levels. Strong interpersonal and relationship-building skills with a client-service-oriented mindset. High level of integrity and professionalism when handling confidential and sensitive financial information. Self-motivated attitude with a strong willingness to learn, grow, and support cross-functional teams. Benefits: Competitive salary range between $83,200 and $124,800 annually, based on experience and qualifications. Eligibility for discretionary annual bonus opportunities. Comprehensive health insurance coverage. Retirement savings and 401(k) benefits. Life insurance and disability coverage. Paid parental leave programs. Generous paid time off including vacation and sick leave. Fully remote work flexibility. Opportunities for professional development, mentorship, and career growth. Collaborative and inclusive work environment focused on continuous improvement and employee support. Exposure to diverse client portfolios and high-impact financial operations projects. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Client Financial Analyst in United States. This role offers an exciting opportunity for a finance professional to support complex client portfolios within a fast-paced, collaborative, and detail-oriented environment. You will play a key role in project accounting, financial forecasting, revenue recognition, and client financial operations while partnering closely with project managers, finance teams, and client-facing stakeholders. The position combines analytical problem-solving with operational execution, giving you exposure to budgeting, month-end close activities, contract management, and financial reporting across multiple projects. Ideal candidates are highly organized, proactive, and comfortable managing large volumes of financial data while maintaining strong client service standards. This role also provides opportunities to mentor junior team members, contribute to process improvements, and influence operational efficiency within a growing organization. It is well suited for professionals who thrive in dynamic environments and are motivated by continuous learning and cross-functional collaboration.