Supports financial management for client projects, including project accounting, financial tracking, invoicing, accruals, reconciliations, month-end close, budget support, and audit preparation. Sets up projects, reviews hours and expenses, tracks costs against contracts, records intercompany transactions, and follows up on past-due invoices. Requires strong Excel skills, analytical ability, organization, communication, and a bachelor's degree in accounting, finance, or business.
***The Client Finance Analyst I role is a fully remote role.***
The Client Finance Analyst I will assist in the overall financial management for our client portfolio, reporting, general day-to-day activities, and related month end close duties.
Essential functions of the job include but are not limited to:
- 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.
- Assist in the preparation of monthly client accruals
- Track project costs compared to contracted amounts as well as other direct costs shared across projects/clients.
- Assist in set up & tracking of new employees and when applicable subcontractor hours/bill rates/expenses monthly compared to forecast and budget.
- Update basic and routine monthly general ledger account reconciliations. Collaborate with SG&A team where applicable.
- Assist with ad hoc projects as applicable, including the annual budget preparation.
- Assist in pulling supporting documents for the annual audit
Qualifications:
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:
- Agency or Professional Services experience a plus
- Month end close experience
- Revenue Recognition experience
- Project Accounting experience
- Client Services/Client Facing experience
Skills:
- Excellent client service including mutual respect and approach to communications as well as timeliness of responses
- Deadline-oriented with good time management and organizational skills
- Proven critical thinking, analytical, interpretative, and problem-solving skills
- Ability to process and analyze large volumes of qualitative and quantitative information
- Ability to multitask with great attention to detail, and high level of accountability
- Display passion and purpose for what we do
- Communication (oral and written) with ability to speak with all levels of the organization
- Strong interpersonal and relationship building skills, and an ability to build credibility with external and internal stakeholders
- Possesses ethics and integrity when dealing with confidential and sensitive information.
- Willingness to extend yourself and assist other team members
- Self-starting attitude with a strong desire to learn and grow rapidly
#LI-Remote
Precision is required by law in some states or cities to include a reasonable estimate of the compensation range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Precision, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. This role is also eligible for a discretionary annual bonus, health insurance, retirement savings benefits, life insurance and disability benefits, parental leave, and paid time off for sick leave and vacation, among other benefits.
Reasonable estimate of the current range
$50,000—$62,000 USD
Any data provided as a part of this application will be stored in accordance with our Privacy Policy. For CA applicants, please also refer to our CA Privacy Notice.
Precision Medicine Group is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact Precision Medicine Group at [email protected].
Recruitment Fraud Warning: Please be aware that fraudulent individuals and websites may impersonate Precision Medicine Group or its affiliates and attempt to obtain personal, financial, or banking information through fake job postings or employment offers. Precision Medicine Group will never request payment, banking details, or other sensitive financial information as part of the recruitment process. If you believe you have been targeted by a recruitment scam, we encourage you to report the incident to your local law enforcement authorities, consumer protection agency, or relevant cybercrime reporting organization in your country. Please also notify us at [email protected] so we can investigate and take appropriate action.
Similar Jobs
Healthtech • Pharmaceutical
Supports financial management for client projects, including project accounting, financial tracking, invoicing, accruals, reconciliations, intercompany transactions, budget monitoring, month-end close, audit support, and client collections. The role also assists with project setup, expense and hours review, contract-based billing, employee and subcontractor tracking, and annual budgeting. This is a fully remote entry-level finance position requiring strong Excel skills, analytical ability, organization, communication, and attention to detail.
Top Skills:
ExcelSalesforce
Artificial Intelligence • Cloud • Information Technology • Sales • Security • Software • Cybersecurity
Own FP&A modeling, reporting, forecasting, and analysis for Rapid7’s Sales and Marketing organizations. Partner with senior stakeholders on headcount planning, sales capacity, marketing ROI, resource allocation, and strategic growth decisions while improving scalable financial processes and leveraging AI-enabled tools.
Top Skills:
Adaptive PlanningAi ToolsClaudeGoogle WorkspaceExcelPower BISalesforceTableau
Artificial Intelligence • Big Data • Cloud • Information Technology • Software • Big Data Analytics • Automation
Provides data analytics consulting for enterprise clients using Dynatrace observability, digital experience monitoring, and business analytics data. Manages client relationships, performs ad hoc analysis, creates reports and dashboards, presents findings to technical and executive audiences, configures tools, trains users, and influences product improvements. The role translates complex performance and engagement data into strategies that improve digital experiences and business outcomes.
Top Skills:
Adobe AnalyticsAdvanced ExcelAi ToolsAppdynamicsBlue TriangleBusiness AnalyticsCatchpointCloudContent Delivery NetworksCSSDatadogDigital Experience MonitoringDynatraceFullstoryGlassboxGoogle AnalyticsGraphQLHTMLJavaScriptMqlNetworkingNew RelicQuantum MetricRReal User MonitoringSession ReplaySparqlSplSpssSQLTableau
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
