Analyst- Finance Support

Finance Support Analyst

objectives. This role focuses on supporting post-sales processes, including client onboarding, purchase

order (PO) management, client research, and issue resolution. This role supports our leads/managers in

ensuring a best-in-class experience for the client. This position involves tracking Purchase Orders (POs),

alignment of those POs with invoicing, reconciling funding, troubleshooting issues with media invoicing,

and resolving issues for clients that are preventing timely payment of invoices. The ideal candidate will

be a self-starter with a ‘can do’ attitude, who once familiar with the tasks and processes can work

without supervision, has a strong attention to detail, a curiosity to investigate anomalies, and tenacity to

solve problems, a desire to produce accurate work, and an ability to meet deadlines. The ability to

quickly learn new things, be a team player, and have a positive attitude toward learning are required

traits of someone in this role.

Customer Service:

• Be an advocate for clients and focus on improving the client experience. Work
• collaboratively to ensure that client inquiries are actioned timely.
• Triage internal/ external queries and complaints (via our ticketing system), escalating issues

to the appropriate department or manager.

• Follow-up as needed on aged tickets to ensure timely resolution and response to customer.
• Resolve complaints/tickets assigned to you, documenting actions and approvals as needed in the ticket.

Authorized Spend tracking/ PO Management

• Request and track POs from clients, including accessing Client Portals (e.g. Ariba, Copa,
• Tungsten) to retrieve POs and run reports as needed.
• Follow-up on outstanding Purchase Orders with customer until obtained.
• Update PO trackers by client; inclusive of entering monthly invoices, assessing remaining PO
• balances, and proactively obtaining updated POs when funding is drawn down.
• Generate additional client-specific reporting as required (e.g. invoice registers)

Monthly Invoicing and Collection Support

• Work with your manager and the billing team to queue up assigned invoice templates, confirming accuracy of client details, PO number, brand breakouts, etc. Ensure needed updates brought to our attention throughout the month or via client feedback are included in the next month’s template.
• Support account receivable collection activities (e.g. email customer invoices, prepare and send customer statements)
• Work with internal portal team to resolve invoice kick-outs/load errors.

New client onboarding

• Support onboarding activities by completing supplier forms and attaching relevant bank letters, W9, etc. per individual client requirements. Work with client vendor Masterfile teams to complete set-up activities.

• Bachelor’s Degree; Accounting, Finance, or Marketing preferred
• Previous experience in finance, customer service, and/or account management role
• Proficient in MS Office, particularly excel and word
• Customer service mindset, with a drive to provide white-glove service
• Excellent analytical and problem-solving skills
• Excellent organizational skills and multitasking abilities
• Strong verbal and written communication skills
• Ability to work well under pressure and meet deadlines
• Attention to detail and accuracy in work
• Experience with SAP and Salesforce preferred
• Experience in the media or advertising industry a plus