Client Finance Analyst
Unlock Health breaks down the walls that healthcare providers have lived with for decades. We connect the dots across managed care and marketing so that providers can realize their missions and patients can get the right care. We've brought together the top healthcare marketing organizations to make this vision a reality, with a team of experts in managed care, technology, and ROI design.
The Role
We are seeking a highly organized and detail-oriented Client Finance Analyst to join our dynamic team. The ideal candidate will possess a strong background in finance, with preference given to agency experience. You will play a crucial role in managing the financial health of client accounts, ensuring accurate billing, revenue recognition, and accounts receivable management. This position requires someone with strong communication skills who is proactive, analytical, and collaborative, with the ability to thrive in a fast-paced environment.
What You'll Do
Ensure accurate and timely billing for client projects, with adherence to contractual terms and project timelines
Coordinate with the Unlock media team to review insertion orders, ensure timely billing for all media activity, and reconcile media orders monthly to maintain billing accuracy and completenessManage accounts receivable for clients, ensuring timely follow up on outstanding invoices and minimizing aged balances & bad debt exposureWork closely with clients to resolve billing discrepancies or payment issues, ensuring smooth cash flow and maintaining strong client relationshipsAct as a key point of contact for clients regarding billing inquiries, payment terms, and other financial related questionsContract and Revenue Management :Assist in the review of client statements of work and / or change orders prior to execution
Open billable projects based on client authorizationCollaborate closely with client account teams to maintain detailed revenue forecast, ensuring monthly changes are communicated timelySupport in revenue recognition process in accordance with accounting standards (ASC 606), ensuring revenue is recognized accurately across clientsProvide financial support to client account teams including proactive communication around over / under servicing of project budgetsProduce and distribute monthly financial health reporting detailing revenue and billing to client account teams; including variance to forecastAd hoc Support :Provide financial information or analysis to various departments and / or clients as required, including pricing analysis, staffing plans, invoice queries, audit requests, and client specific contractual reporting requirements
Participate in Ad Hoc projects as directedIdeal Qualifications
Minimum 1 year of related financial and / or accounting experience, preferably with an advertising or marketing service industryExperience in media billing digital and / or traditional is strongly preferredWorking understanding of professional services Statement of Work contract structuresBasic finance / accounting knowledge (Balance sheet, P&L, AR, etc.), while this is not an accounting position, basic accounting knowledge is critical to successExpertise in Microsoft Excel including ability to perform lookups, create pivot tables, and create reporting from large data sets.Curiosity to ask probing questions based on intuition.Excellent attention to detail, with the ability to manage multiple projects and deadlinesProficiency in financial software and tools (NetSuite, Workfront, Salesforce, MS Office)Strong communication skills, with the ability to work cross functionally and interact with multiple facets of people & clientsAbility to problem solve and manage problems effectively