Financial Analyst
Daniel J. Edelman, Inc.
Edelman is a voice synonymous with trust, reimagining a future where the currency of communication is action. Our culture thrives on three promises: boldness is possibility, empathy is progress, and curiosity is momentum.
We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging.
Edelman is hiring a Client Financial Analyst to join the New York office. This is a great opportunity for a Financial Analyst with experience in the client services industry, who can handle a fast-paced environment with many interruptions and miscellaneous tasks. You should also be a fantastic and professional communicator to liaise with our Account Teams concerning their budgets and forecasts. This position is a part of a larger Finance team within our New York office and plays a fundamental role in the success of the overall Edelman business.
The ideal candidate will have some experience in finance or accounting, be constantly curious and interested in learning, and be comfortable with verbal and written communication. To be successful in this role you must be detail oriented, cool under pressure, and passionate about the function of finance and its impact on our business. Responsibilities:Administer billing process, including fee reconciliation and client invoicing Ensure timely submission of invoices and supporting documentation to clientCalculate and track monthly revenue based on active contracts and corresponding scope of workFacilitate the negotiation of client contracts with the account staff and legal departmentAnalyze trends and cultivate mitigation strategies to assure financial prosperity for accounts managed Support client reporting, audit requests, and data collection Process purchase orders and run financial queries upon requestApprove time and expense write-offs and follow up on unbilled WIP; Advise manager of expenditures Distribute outstanding receivables report to management and work with staff to secure paymentReport commentary to corporate to ensure healthy cash flow Coordinate internal financial allocations cross office (domestic and global) Review missing time reports weekly and follow up on delinquencies Prepare and review staff utilization reports and flag issues for managementEnsure department compliance with company financial policies (e.g. revenue recognition, job requisitions, time entry, travel and expense, billing, accounts payable, and new business) Train account staff on internal finance systems, procedures, and financial project management Communicate with clients regarding budgets, billing, and accounts receivable issuesWorks with account team to ensure financial deliverables and reporting are accomplished by deadlinesAd hoc requests and projectsBasic Qualifications:At least 1 year of relevant experience in finance, accounting, and/or related fieldsA bachelor’s degree or equivalent work experienceProficiency in Microsoft ExcelStrong interpersonal communication skillsWell organized with attention to detailEnthusiasm to learn Experience in agency setting a strong plus$42,000 - $70,000 a year#LI-RT9
An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH’s total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits.
Edelman offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.
Edelman is committed to diversity, equity and inclusion and proud to be an equal opportunity employer. We welcome and encourage racially and ethnically diverse people, members of the LGBTQ community, veterans, parents, individuals with disabilities and members of any and all protected classes to apply.
We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging.
Edelman is hiring a Client Financial Analyst to join the New York office. This is a great opportunity for a Financial Analyst with experience in the client services industry, who can handle a fast-paced environment with many interruptions and miscellaneous tasks. You should also be a fantastic and professional communicator to liaise with our Account Teams concerning their budgets and forecasts. This position is a part of a larger Finance team within our New York office and plays a fundamental role in the success of the overall Edelman business.
The ideal candidate will have some experience in finance or accounting, be constantly curious and interested in learning, and be comfortable with verbal and written communication. To be successful in this role you must be detail oriented, cool under pressure, and passionate about the function of finance and its impact on our business. Responsibilities:Administer billing process, including fee reconciliation and client invoicing Ensure timely submission of invoices and supporting documentation to clientCalculate and track monthly revenue based on active contracts and corresponding scope of workFacilitate the negotiation of client contracts with the account staff and legal departmentAnalyze trends and cultivate mitigation strategies to assure financial prosperity for accounts managed Support client reporting, audit requests, and data collection Process purchase orders and run financial queries upon requestApprove time and expense write-offs and follow up on unbilled WIP; Advise manager of expenditures Distribute outstanding receivables report to management and work with staff to secure paymentReport commentary to corporate to ensure healthy cash flow Coordinate internal financial allocations cross office (domestic and global) Review missing time reports weekly and follow up on delinquencies Prepare and review staff utilization reports and flag issues for managementEnsure department compliance with company financial policies (e.g. revenue recognition, job requisitions, time entry, travel and expense, billing, accounts payable, and new business) Train account staff on internal finance systems, procedures, and financial project management Communicate with clients regarding budgets, billing, and accounts receivable issuesWorks with account team to ensure financial deliverables and reporting are accomplished by deadlinesAd hoc requests and projectsBasic Qualifications:At least 1 year of relevant experience in finance, accounting, and/or related fieldsA bachelor’s degree or equivalent work experienceProficiency in Microsoft ExcelStrong interpersonal communication skillsWell organized with attention to detailEnthusiasm to learn Experience in agency setting a strong plus$42,000 - $70,000 a year#LI-RT9
An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH’s total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits.
Edelman offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.
Edelman is committed to diversity, equity and inclusion and proud to be an equal opportunity employer. We welcome and encourage racially and ethnically diverse people, members of the LGBTQ community, veterans, parents, individuals with disabilities and members of any and all protected classes to apply.
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