Edelman is a voice synonymous with trust, reimagining a future where the currency of communication is action. Our culture thrives on three promises: boldness is possibility, empathy is progress, and curiosity is momentum.
At Edelman, we understand diversity, equity, inclusion and belonging (DEIB) transform our colleagues, our company, our clients, and our communities. We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging.Reporting summary / Scope
- Reporting to AVP - Commercial Finance & work with Business Managers & Project Managers
Basic Qualifications
- Post Graduation degree in Finance/Accounts
- 5+ years of FIN or ACC experience.
- Advanced proficiency in Microsoft Excel
Skills –
- Excellent written, oral and interpersonal communication skills
- Client service oriented and fosters positive working relationships
- Well organized with strong time management skills and attention to detail, follows through on multiple projects and juggle conflicting priorities in a fast paced environment
- Strong financial analysis and management skills; good business acumen
- Work in a matrix structure
- Able to articulate complex financial concepts in layman’s terms
- Ability to take initiative and a self-starter
- Professional services industry experience is preferred
Work Responsibilities –
Revenue Recognition and Analysis
- Review and approve Department’s service orders (with oversight)
- Calculate and track monthly revenues based on active contracts and client billings
- Weekly/ Monthly revenue pipeline tracking for own department.
- Fee Reconciliation
- Ensure compliance with local GAAP and company business processes
- Review monthly fee and expense details – pull backup as needed and ensure proper coding of expenses
Pricing/ Contracts
- Setting up contract request as per contract to facilitate billing.
- Partner with Project Manager to prepare client budgets in line with statements of work
- Proficiency in project profitability drivers
Reporting & Analysis
- Assist account teams with monthly project budget to actual tracking and other required client reporting
- Maintain catalog of required client reporting and ensure timely completion
Billing/Cash Flow Management
- Facilitate monthly billing – liaison between account staff and billing department and review billing reports.
- Review/approve write-off’s
- Assist project managers & business managers with Out-of-pocket expense billing
- Review outstanding receivables and work with staff to secure payment
- Ensure timely submission of invoices and supporting documentation
Project & Resource Management
- Review project request forms for compliance and upload into PeopleSoft
- Review staff utilization, realization, and capacity and proactively communicate meaningful observations to management.
- Prepare and/or review staff utilization reports and flag issues for management
- Run financial queries upon staff request
- Provide time and expense details to PM’s as incurred on project(s)
- Review missing time reports weekly and follow up with delinquencies
General Management
- Ensure department compliance with company financial policies
- Serve as an integral part of the financial management team
- Participate in development and implementation of various initiatives, policies and procedures relating to the overall area of client finance.
Team interactions
- Communicate seamlessly across locations within finance as well as business team
- Contribute to performance appraisal process for peers and team members
- Design and engage in team building activities
- Take responsibility for personal growth and development using available resources
Leadership
- Demonstrate behaviors consistent with company’s values, Code of Ethics and Business Conduct
- Set and pursue challenging goals for yourself
- Lead by example, demonstrate proven strong work ethic
We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your experience doesn’t perfectly align with every qualification, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
