The Client Finance Analyst will manage client billing, revenue recognition, and accounts receivable, ensuring accurate financial reporting and maintaining client relationships.
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
- Billing Cycle Management
- 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 completeness
- Manage accounts receivable for clients, ensuring timely follow up on outstanding invoices and minimizing aged balances & bad debt exposure
- Work closely with clients to resolve billing discrepancies or payment issues, ensuring smooth cash flow and maintaining strong client relationships
- Act as a key point of contact for clients regarding billing inquiries, payment terms, and other financial related questions
- Contract 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 authorization
- Collaborate closely with client account teams to maintain detailed revenue forecast, ensuring monthly changes are communicated timely
- Support in revenue recognition process in accordance with accounting standards (ASC 606), ensuring revenue is recognized accurately across clients
- Provide financial support to client account teams including proactive communication around over/under servicing of project budgets
- Produce and distribute monthly financial health reporting detailing revenue and billing to client account teams; including variance to forecast
- Ad 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 directed
Ideal Qualifications
- Minimum 1 year of related financial and/or accounting experience, preferably with an advertising or marketing service industry
- Experience in media billing digital and/or traditional is strongly preferred
- Working understanding of professional services Statement of Work contract structures
- Basic finance/accounting knowledge (Balance sheet, P&L, AR, etc.), while this is not an accounting position, basic accounting knowledge is critical to success
- Expertise 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 deadlines
- Proficiency 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 & clients
- Ability to problem solve and manage problems effectively
Top Skills
Excel
MS Office
NetSuite
Salesforce
Workfront
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