Precision for Medicine (Precision Medicine Group) is hiring a Senior Client Financial Analyst

Job Description Position Summary: The Senior Client Finance Analyst will support the overall financial management for our client portfolio, reporting, general day-to-day activities, and related month end close duties. Essential functions of the job include but are not limited to: • Take on a larger role supporting the overall monthly project accounting efforts including preparing and leading some of the monthly status meetings with project managers and managing project updates across financial trackers. • Review & reconcile new projects including verifying signatures, identifying revenue type, agreeing to Salesforce, tracking of milestones/tasks, and intercompany amounts as applicable. Follow up with project leads on discrepancies as required. • Review & reconcile change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks. • Set up new clients in accounting systems and files including adding and mapping employees to new billable rates, and review of MSA's for rebates and discounts. • Review intercompany revenue/cost transactions & updating shared financial trackers. Assist with Interco contract execution. Review cost allocations compared to overall project budget & facilitate project scope changes with other finance teams & project leads. • Assist with revenue recognition for project revenues & ensure compliance with client contracts including new contract awards updates and pickup of out of period revenue. • Prepare monthly project revenue forecast and comparisons to budget/plan. • Review and investigate as required hours and expenses for client projects incurred to track against forecast, assigned roles/rates based on information provided by project leads. • Prepare & review approved client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create & maintain waterfall of invoicing per contracts. • Review and submit monthly client accruals and submissions to clients. Consolidate accruals with other Precision entities as applicable. • Review client business development opportunities in Salesforce and ensure accuracy across internal schedules and financial trackers. • Review project costs compared to contracted amounts as well as other direct costs shared across projects/clients. • Responsible for set up and tracking of new employees and when applicable subcontractor hours/expenses/bill rates monthly compared to forecast and budget. Forecast future subcontractor costs with inputs from project leads as applicable. • Review the coding expense reports, invoices and/or credit card bookings to ensure proper approval to billable projects. • Identify, allocate & review intercompany transactions. • Assist with ad hoc projects as applicable, including the annual budget preparation. Assist with P&L budget line items as applicable. • Review & reconcile supporting documents for the annual audit. • Assist in the development and implementation of new policies and procedures to enhance the workflow of the department. • Advise junior staff on best practices in approach to client finances. Mentor junior staff as applicable through career development. • Assist when and where possible with monthly close activities and help prepare necessary materials. Qualifications: Minimum Required: • Bachelor’s degree with a minimum concentration accounting, finance or business • 3+ years of relevant accounting/finance experience Other Required: • Intermediate to advanced Microsoft Excel skills Preferred: • Agency or Professional Services experience a plus • Month end close experience • Revenue Recognition experience • Project Accounting experience • Client Services/Client Facing experience Skills: • Excellent client service including mutual respect and approach to communications as well as timeliness of responses • Deadline-oriented with good time management and organizational skills • Proven 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 level of accountability • Display passion and purpose for what we do • Communication (oral and written) with ability to speak with all levels of the organization • Strong interpersonal and relationship building skills, and an ability to build credibility with external and internal stakeholders • Possesses ethics and integrity when dealing with confidential and sensitive information. • Willingness to extend yourself and assist other team members • Self-starting attitude with a strong desire to learn and grow rapidly