Financial Analyst @ Revere, a Daniel J Edelman Holdings Company | Jobright.ai
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Revere, a Daniel J Edelman Holdings Company · 4 days ago

Financial Analyst

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Responsibilities

Administer billing process, including fee reconciliation and client invoicing
Ensure timely submission of invoices and supporting documents to client
Calculate and track monthly revenue based on active contracts and corresponding scope of work
Facilitate the negotiation of client contracts with the account staff and legal department
Analyze trends
Review and approve client budgets
Support client reporting, audit requests, and data collection
Process purchase orders and run financial queries upon request
Approve time and expense write-offs and follow up on unbilled WIP
Review missing time reports weekly and follow up on delinquencies
Prepare and review staff utilization reports and flag issues for management
Ensure department compliance with company financial policies (revenue recognition, job requisitions, time entry, travel and expense, billing, accounts payable, and new business)
Train account staff on internal finance systems, procedures, and financial project management

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

FinanceAccountingClient ServicesPeopleSoftBilling Management

Required

At least 1+ years of Finance or Accounting experience in Client Services Industry and/or related fields
A bachelor’s degree in Finance or Accounting or equivalent work experience

Preferred

Experience with PeopleSoft desired
Extensive billing management experience

Company

Revere, a Daniel J Edelman Holdings Company

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Revere's mission is to ensure that founder entrepreneurs, business leaders and their fast scaling business reach their world-changing potential.

Funding

Current Stage
Early Stage

Leadership Team

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Jay Porter
CEO
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Company data provided by crunchbase
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