Client Finance Analyst I

PRECISIONvalue

. Assist with overall monthly project accounting, including taking notes from monthly 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 expertise in project accounting, financial tracking, and client invoicing, with strong analytical and problem-solving capabilities. Proficient in Microsoft Excel and experienced in managing project costs and client services.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project AccountingFinancial TrackingClient InvoicingBudget PreparationGeneral Ledger ReconciliationChange Order ManagementCost TrackingBilling Role ReviewAccrual PreparationData Analysis

Soft Skills

Excellent Client ServiceStrong Communication SkillsCritical ThinkingAnalytical SkillsAttention to Detail

Tools & Technologies

SalesforceTime and Expense SystemsFinancial TrackersInvoicing Waterfalls

Industry Keywords

AccountingFinanceProfessional ServicesAgency ExperienceEthics and Integrity

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree with a minimum concentration in 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
Strong 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
Strong interpersonal and relationship-building skills
Ethics and integrity when dealing with confidential and sensitive information
Self-starting attitude and desire 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
Fully remote role