Accounts Officer

We are seeking a highly motivated and detail-oriented Account Budget Specialist to join our Finance Services team. The ideal candidate will have 4-5 years of experience managing, forecasting, and reporting on client or internal project budgets, demonstrating strong analytical skills and excellent communication abilities. This role is crucial for ensuring financial health, transparency, and profitability across our key client accounts.

Key Responsibilities

1. Budget Management & Forecasting

Develop and maintain detailed budget models and trackers for multiple client accounts or internal projects.

Collaborate with Account Managers and Project Leads to establish initial budgets based on scope of work (SOW) and contractual agreements.

Conduct regular variance analysis (budget vs. actuals) and provide actionable insights to stakeholders regarding potential over/under-spending.

Proactively identify and forecast future budgetary needs, risks, and opportunities, especially related to scope changes or resource allocation.

Manage the budgeting process for new business pitches and SOW renewals.

2. Financial Reporting & Analysis

Prepare and distribute timely and accurate financial reports (monthly, quarterly, and ad-hoc) to both internal leadership and external clients.

Track and report on key financial metrics, including profitability, burn rates, utilization, and revenue recognition.

Ensure compliance with company financial policies and client-specific contractual billing requirements.

Assist in the quarterly and annual budgeting/planning cycles for the entire department/portfolio.

3. Stakeholder Collaboration & Communication

Serve as the primary finance liaison for assigned Account/Project teams, offering guidance and support on all budgetary matters.

Clearly communicate complex financial information to non-financial team members (e.g., Creative, Strategy, Sales).

Participate in client meetings as needed to present and discuss budget performance and reconciliation.

Minimum Qualifications

Experience: Minimum of 3-4 years of progressive experience in a budget, financial planning & analysis (FP&A), account finance, or similar analytical role.

Education: Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.

Technical Skills: Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUPs, financial modeling) is mandatory. Experience with financial software (e.g., SAP, Oracle, NetSuite) or specialized client management tools is a plus.

Analytical Skills: Proven ability to analyze large datasets, identify trends, and develop accurate financial forecasts.

Communication: Excellent written and verbal communication skills, with the ability to explain financial concepts clearly to diverse audiences.