Senior Finance Analyst at Daniel J. Edelman Holdings in New York, New York

Job Description:

The Senior Financial Analyst position is an excellent opportunity for an ambitious individual who is looking to grow with a dynamic team at one of the top global communications firms. At Edelman you will be able to take responsibility for your personal growth and development using available resources such as Edelman Learning Institute, on-the-job training, and mentoring opportunities.

Day to day you will act as a liaison between the agency and the Client on financial matters. You will be involved in development of project budgets, account forecasts, and will be responsible for client billing, and financial reporting of projects and accounts.

Responsibilities:

• Upload client budgets in financial system


• Partner with Project Manager to prepare client budgets in line with statements of work


• Proficiency in project profitability drivers


• Assist account teams with monthly project budget to actual tracking and other required client reporting


• Coordinate data collection for client audits


• Maintain repository if critical client information


• Review scopes and staffing plans; escalate issues to client finance lead as appropriate


• Review monthly fee and expense details - pull backup as needed and ensure proper coding of expenses


• Assist with development of management reports


• Review and approve sourcing department's service orders (with oversight)


• Calculate and project monthly revenues based on active contracts and client billings


• Update revenue forecasts, staff plans and relevant client trackers with actuals


• Fee reconciliation


• Facilitate monthly billing - liaison between account staff and billing department and review billing reports


• Review/approve write-offs in MTR


• Assist project managers with MTR review


• Ensure processing of service orders timely


• Review project request forms for compliance and upload into system


• Process purchase orders upon request


• Run financial queries upon staff request


• Provide time and expense details to PM's as incurred on project(s)


• Review missing time reports weekly and follow up with delinquencies


• Support the department by maintaining files, contracts and other relevant documentation


• Ad hoc requests and projects


• Contribute to performance appraisal process for peers and managers


• Engage in team building activities


• Take responsibility for personal growth and development using available resources such as ELI, on-the-job training, and mentoring


• Provide ongoing, constructive feedback to junior staff consistently

Basic Qualifications:

• The ideal candidate will possess a Bachelor's Degree in Finance or Accounting with a minimum of three years of Financial or Accounting experience.

Preferred Qualifications:

• The ideal candidate will possess excellent written, oral, and interpersonal communication skills, be client service orientated and foster positive working relationships.


• Should be well organized with strong time management skills and attention to detail and follow through on multiple projects in a fast-paced environment.


• Should also possess strong financial analysis skills and be able to articulate financial concepts in layman's terms.


• Advanced proficiency in Microsoft Excel.

$59,000 - $92,000 a year

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.

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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).

For more information please visit: www.edelman.com

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Employees must be fully vaccinated against COVID-19 (i.e., at least 2 weeks after last dose) and, if hired, present proof of vaccination before start date. Candidates may request an accommodation due to disability, sincerely held religious belief or exception required under applicable law.

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.