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Financial Analyst at Daniel J. Edelman Holdings in San Francisco, California

Posted in General Business 30+ days ago.

Type: Full-Time

Job Description:

Edelman is hiring a Financial Analyst to join the San Francisco or Sacramento 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 Bay Area offices and plays a fundamental role in the success of the San Francisco office and 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.


    • Administer billing process, including fee reconciliation and client invoicing

    • Ensure timely submission of invoices and supporting documentation to client

    • Calculate and track monthly revenue based on active contracts and corresponding scope of work

    • Facilitate the negotiation of client contracts with the account staff and legal department

    • Analyze 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 request

    • Approve 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 payment

    • Report 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 management

    • Ensure 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 issues

    • Works with account team to ensure financial deliverables and reporting are accomplished by deadlines

    • Ad hoc requests and projects


    • Bachelor's degree in finance, accounting or related field

    • 1+ years of finance or accounting experience

    • Proficiency in Microsoft Excel

    • Strong interpersonal communication skills

    • Well organized with attention to detail

    • Enthusiasm to learn

    • Experience in agency setting a strong plus

Edelman is a global communications firm that partners with businesses and organizations to evolve, promote and protect their brands and reputations. Our 6,000 people in more than 60 offices deliver communications strategies that give our clients the confidence to lead and act with certainty, earning the trust of their stakeholders. Our honors include the Cannes Lions Grand Prix for PR; Advertising Age's 2019 A-List; the Holmes Report's 2018 Global Digital Agency of the Year; and, five times, Glassdoor's Best Places to Work. Since our founding in 1952, we have remained an independent, family-run business. Edelman owns specialty companies Edelman Data & Intelligence (DxI) and United Entertainment Group (entertainment, sports, lifestyle).

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Edelman is an equal opportunity employer of all protected classes, including veterans and individuals with disabilities.