Experience Required
- MBO degree in Economy & Administration and 1+ years of experience in an Accounting or Commercial Finance role.
- Proficiency in Microsoft Excel.
- Strong organization and time management skills and experience in following through multiple projects and juggling conflicting priorities in a fast-paced environment.
- Must have strong financial analysis and management skills and and knowledge of financial models.
- Strong communication skills, with the ability to articulate financial concepts and data to a variety of audiences.
- Professional services industry experience preferred but not required.
Behaviour
- Comfortable engaging with all levels of the agency and client organization, building strong partnerships.
- Works at pace and can challenge stakeholders across the organization.
- Excited by new ideas, bringing thoughtful suggestions to the table, daring to speak up.
- Eager to learn and grow, and to help champion others do the same.
- Motivated by bringing calm to chaos.
- Helping to navigate complex and fluid engagements in a measured and positive manner.
- Curious about what we do for our clients and how that changes over time.
Managing Client Financials
- Review and approve client budgets and scopes
- Assist account teams with monthly project budget to actual tracking and other required client reporting.
- Facilitate client billing and work with client leads to minimize risk exposure surrounding AR and clients credit requirements.
- Coordinate Data Collection for Clients audits.
- Review time and expense write-offs and unbilled WIP.
- Develop and nurture strong, collaborative relationships with client teams to deeply understand their business needs
Financial Management and Planning
- Review monthly client fee phasing and expense detail with Client Leads or relevant Senior Finance.
- Analyse client finance reports and identify and communicate areas of concern and suggested improvements to account staff and management (e.g., client profitability, realisation, utilization, over/under service, missing time, revenue risk and staffing plans).
- Assisting with the preparation, maintaining and managing of staffing and revenue plans with the Client Leads.
- Responsible for accuracy of client financials including client billing, pricing, receivables, WIP and monthly projections.
Revenue Recognition
- Review monthly fees for accuracy and compliance with Edelman Revenue Recognition policy.
Billing/Cash Flow Management
- Facilitate monthly billing – liaison between account staff and billing department and review billing reports.
- Review time and expense write-offs and unbilled WIP
- Ensure processing of service orders timely
- Work with local leadership to minimize risk exposure surrounding accounts receivables and credit requirements of clients
- Responsible for timely and valuable AR collection status commentary and liaison with Accounts Receivable
General Management
- Ensure department compliance with company financial policies (e.g., revenue recognition, job requisitions, time entry, travel and expense, credit, billing, capex, accounts payable, new business)
- Ad hoc requests and projects
People Development
- Contribute to performance appraisal process for peers and managers
- Engage in team building activities
- Provide ongoing constructive feedback and consistently hold staff accountable for performance, compliance and ethical business conduct
Leadership
- Demonstrate behaviors consistent with Edelman’s values, Code of Ethics and Business Conduct
- Lead by example, demonstrate proven strong work ethic
- Commit to continuous learning and building your technical and leadership skills through training
- Share best practices, good ideas, and mistakes freely to establish trust, transparency and teamwork