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Client Finance Analyst

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Dentsu Aegis Network Ltd.
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
*
* Job Description:

**** About You
** We are looking for candidates with a minimum of 3 – 5 years’ experience in a similar role. This could be agency, brand or rights holder side. You are excited by the prospect of working on award winning sponsorship accounts, passionate about being part of a high performing team and being integral to an achieving agency. You are also confident, motivated, have excellent attention to detail and looking forward to working in the industry.
** Preferred Qualifications*
* · Bachelor’s degree in finance, Accounting, Business, or related field
· Experience supporting revenue recognition and month-end close processes
· Familiarity with time & expense systems and project management tools in an agency environment
** Key Competencies*
* · Highly detail-oriented with strong follow-through
· Strong analytical and problem-solving skills
· Process-driven with a focus on accuracy and consistency
· Clear communicator who can translate financial requirements into practical guidance
· Comfortable managing multiple jobs and deadlines simultaneously
· Demonstrates curiosity, initiative, and a commitment to continuous learning
· Internally focused, collaborative, and service-oriented
** Preferred Skills & Experience*
* · 3–5 years of finance experience in project accounting, or operational finance within a marketing, advertising, creative, or professional services agency
· Exposure to job costing, project reconciliation, and agency billing
· Understanding of agency revenue models, including retainers, project-based work, and passthrough costs
· Advanced Excel skills and experience with ERP systems
· Proven ability to work cross-functionally with stakeholders outside of a finance team
** Key Responsibilities
**** Job & Project Financial Management*
* · Own financial setup and ongoing management of jobs and projects across a portfolio of client accounts
· Ensure accurate job creation, scope alignment, cost tracking, and budget maintenance throughout the project lifecycle
· Partner with Client Engagement Managers to identify, communicate, and resolve budget variances or scope changes
** Financial Reconciliation & Controls*
* · Partner with delivery teams to perform regular job-level reconciliations between project plans, time entry, costs, and financial systems
· Ensure WIP, unbilled revenue, and deferred revenue are accurately tracked and reconciled
· Support month-end close activities related to client billing and revenue accuracy
· Maintain strong financial controls and documentation to support audits and internal reviews
** Revenue Forecasting & Client Profitability*
* · Support account teams with revenue forecasting by validating job data, YTD revenue and projections for the remainder of the year
· Monitor actuals vs. forecasted revenue and flag risks or discrepancies to finance leadership and engagement teams
· Assist in revenue actualization by ensuring jobs are updated, revenue is recognized appropriately, and financial data reflects project reality across the correct departments
· Monitor and analyze client and scope profitability by leveraging time tracking and revenue data
· Partner with Client Engagement Managers and Delivery Teams to ensure accurate and timely timesheet entry
· Translate time-based data into clear insights on effective utilization, burn rates, and margin performance
· Identify profitability risks driven by scope creep, under utilization, or misaligned staffing and escalate proactively
** Client Billing & Passthrough Costs*
* · Manage and execute specialized client billing requirements
· Coordinate billing for both agency fees and client passthrough costs
· Ensure passthrough costs are properly coded, reconciled, and billed in accordance with client contracts
· Partner with billing, AP, and delivery teams to resolve billing discrepancies efficiently
** Cross-Functional Partnership*
* · Act as the primary finance point of contact for internal delivery and client engagement teams on client-level financial matters
· Provide clear, timely guidance to non-finance stakeholders on job tracking, financial processes, and best practices
· Support training and enablement of delivery teams on accurate time…
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