Client Finance Analyst

Precision Medicine Group

. Assist with monthly project accounting, including taking notes from status meetings and updating financial trackers .

Posted 9/21/2026full-timeRemote • United StatesJuniorMid-Level💰 $50,000 - $62,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong capabilities in project accounting, financial tracking, and client invoicing, with a focus on accuracy and attention to detail. Proficient in Microsoft Excel and experienced in managing project costs and revenue recognition.

Highest-signal resume keywords

Project Accounting ExperienceRevenue Recognition ExperienceIntermediate to Advanced Microsoft Excel SkillsClient Services/Client Facing ExperienceMonth End Close Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project AccountingFinancial TrackingClient InvoicingBudget PreparationGeneral Ledger ReconciliationData AnalysisCost TrackingBilling Role ReviewChange Order ManagementAccruals Preparation

Soft Skills

Excellent Client ServiceCommunication SkillsTime ManagementCritical ThinkingProblem-Solving SkillsAttention to DetailInterpersonal SkillsOrganizational Skills

Tools & Technologies

SalesforceTime and Expense SystemsFinancial Trackers

Industry Keywords

AccountingFinanceProfessional ServicesAgency ExperienceEthics and Integrity

About the role

Key responsibilities & impact

Assist with monthly project accounting, including taking notes from status meetings and updating financial trackers
Set up new projects in time and expense systems and files, verify signatures, reconcile with Salesforce, and escalate discrepancies
Update project files for change orders, budget adjustments, carve-outs, milestones, and tasks
Book intercompany revenue and cost transactions and update shared financial trackers
Assist with preparing and investigating project hours and expenses, including reviewing billing roles and rates
Prepare client invoices based on contracts and follow up on past-due invoices
Create and maintain invoicing waterfalls when applicable
Assist with monthly client accruals
Track project costs against contracted amounts and shared direct costs
Set up and track employee and subcontractor hours, bill rates, and expenses against forecasts and budgets
Update routine monthly general ledger reconciliations and collaborate with the SG&A team
Assist with ad hoc projects, including annual budget preparation
Assist in preparing supporting documents for the annual audit

Requirements

What you’ll need

Bachelor’s degree with a minimum concentration accounting, finance or business
0-2 years of relevant accounting/finance experience
Intermediate to advanced Microsoft Excel skills
Agency or Professional Services experience a plus
Month end close experience
Revenue Recognition experience
Project Accounting experience
Client Services/Client Facing experience
Excellent client service and communication skills
Deadline-oriented with good time management and organizational skills
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 accountability
Ability to communicate orally and in writing with all levels of the organization
Strong interpersonal and relationship-building skills
Ethics and integrity when handling confidential and sensitive information
Self-starting attitude and willingness to learn and grow rapidly

Benefits

Comp & perks

Discretionary annual bonus
Health insurance
Retirement savings benefits
Life insurance
Disability benefits
Parental leave
Paid time off for sick leave and vacation