Sr. Client Financial Analyst

📋 Description

• Serve as the primary finance partner for assigned client accounts, supporting client leads in
• Develop financial models to track client revenue, expenses and margins, ensuring alignment with
• Review Client Statements of Work (SOWs) and pricing proposals to provide financial guidance and
• Monitor revenue recognition and ensure compliance with accounting standards and internal policies.
• Prepare and maintain monthly, quarterly and annual revenue forecasts at the client level

🎯 Requirements

• 4 - 6 years of experience in Finance or Accounting, ideally within a professional services or
• Bachelor’s degree in Finance, Accounting, Economics, or related field preferred, and/or equivalent
• Proficient in Google Workspace and MS Office with an emphasis on Excel
• Netsuite ERP & SPP background a plus
• Familiarity using financial reporting systems
• Strong understanding of revenue forecasting, client profitability and financial modeling

🎁 Benefits

• Medical
• Dental
• Vision
• Life Insurance
• 401K
• Lifestyle Spending Account