precisionaq
Client Finance Analyst
At a Glance
- Location
- United States
- Work Regime
- remote
- Experience
- Up to 2 years
- Posted
- 2026-02-17T16:50:33-05:00
Key Requirements
Required Skills
Domain Knowledge
- Accounting
- Finance
- Insurance
Benefits & Perks
onary annual bonus, health insurance, retirement savings benefits, life insu
Requirements
Minimum Required:
Bachelor’s degree with a minimum concentration accounting, finance or business
0-2 years of relevant accounting/finance experience
Other Required:
Intermediate to advanced Microsoft Excel skills
Preferred:
Responsibilities
Assist with the overall monthly project accounting efforts including taking notes from the monthly status meetings with project managers and making project updates across financial trackers.
Setup new projects awarded in time & expense systems and files including verifying signatures, agreeing to Salesforce and escalating discrepancies.
Assist with updating project files for change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks.
Book intercompany revenue/cost transactions & update shared financial trackers.
Assist with the preparation and investigation of hours and expenses for client projects incurred including review of assigned billing roles/rates.
Prepare client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create and maintain waterfall of invoicing per contracts.