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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial management, including forecasting, budgeting, and financial reporting, while effectively collaborating with stakeholders across multiple regions. Proficient in analyzing financial performance and driving actionable insights to enhance profitability and compliance.
Highest-signal resume keywords
Financial Performance ManagementForecasting and BudgetingRevenue RecognitionProject Profitability AnalysisStakeholder Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Planning and AnalysisMonth-End CloseBilling and Accounts ReceivableFinancial ControlsContract ComplianceScope ManagementAnalytical SkillsRisk IdentificationPricing ReviewStaffing Models
Soft Skills
Strong CommunicationDetail-OrientedOrganizational SkillsStakeholder CoordinationMulti-Priority Management
Tools & Technologies
WorkdayExcelPower BISmartsheetClientLensAriba
Industry Keywords
Client FinanceCommercial FinanceProfessional ServicesAgency ExperienceFinancial Management
About the role
Key responsibilities & impact- Serve as the day-to-day finance lead for the account across the U.S., Canada, and Latin America
- Partner with account leadership and project teams on financial and commercial matters
- Coordinate forecast and close activity with finance leads in EMEA and APAC and provide a consistent global view of financial performance
- Provide financial insight to account leaders, identifying risks, opportunities, and actions related to revenue, margin, staffing, scope, billing, and cash
- Participate in leadership, forecasting, staffing, scoping, and business performance discussions and escalate material issues
- Own forecasting, budgeting, and monthly financial reporting for the U.S., Canada, and Latin America
- Lead month-end close, including revenue, costs, accruals, intercompany activity, and project financials
- Analyze actual performance versus forecast and budget and drive follow-up actions
- Monitor project and portfolio profitability, staffing mix, utilization, burn rates, fee and OOP performance, contribution margin, profit margin, and other financial indicators
- Review scopes of work, change orders, pricing, rate cards, staffing plans, fee structures, and commercial assumptions
- Support quarterly scoping and ongoing scope management
- Monitor contract compliance, purchase order coverage, and Proof of Execution requirements
- Identify scope creep, under-recovery, pricing gaps, staffing inefficiencies, and other financial exposure
- Support larger commercial negotiations, pricing decisions, and material contract or scope changes
- Oversee billing, accounts receivable, work in progress, unbilled revenue, purchase orders, and open financial transactions
- Partner with Financial Shared Services to ensure accurate, supported, timely invoices aligned with contractual and client requirements
- Review revenue recognition, aged AR and WIP, project close status, and other financial controls
- Ensure compliance with Edelman financial policies, processes, and client contractual requirements
- Provide day-to-day guidance, prioritization, onboarding, and training to finance resources
- Improve processes, standardize reporting, strengthen controls, and build scalable tools and routines
- Maintain effective use of Workday, Excel, Smartsheet, Power BI, ClientLens, Ariba, and other relevant systems
Requirements
What you’ll need- 5-8 years of progressive experience in client finance, commercial finance, FP&A, accounting, or a related financial management role
- Demonstrated ability to manage the financial performance of a large, complex client, business unit, or portfolio; agency or professional-services experience is preferred
- Strong understanding of forecasting, budgeting, revenue recognition, month-end close, project profitability, billing, AR/WIP, and financial controls
- Commercial experience reviewing scopes, pricing, staffing models, purchase orders, and contractual financial requirements
- Strong analytical skills with the ability to identify financial risks and opportunities and translate analysis into practical recommendations
- Advanced Excel skills and comfort working across financial and reporting systems; experience with Workday, Power BI, Smartsheet, ClientLens, Ariba, or similar tools is valuable
- Strong communication and stakeholder-management skills, with the ability to partner effectively with senior account leaders and coordinate across markets and time zones
- Highly organized, detail-oriented, and comfortable managing multiple priorities while maintaining ownership of both the detail and the broader financial picture
Benefits
Comp & perks- Annual bonuses may be included in total compensation
- Paid Time Off policy
- Region-specific benefits
- Medical and dental insurance
- Vision insurance
- 401K
- Life insurance
- Disability insurance
- Travel assistance
- Wellness programing