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Senior Client Finance Analyst

Posted on 6/27/2024

Daniel J Edelman Holdings

Daniel J Edelman Holdings

51-200 employees

Develops marketing strategies for Microsoft

Compensation Overview

$59k - $92kAnnually

+ Bonus


Chicago, IL, USA

Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
  • At least 3+ years of relevant experience in Finance or Accounting
  • A bachelor’s degree or equivalent work experience
  • Support finance lead on large more complex projects or clients
  • Assist account teams in pricing client proposals, responding to Requests for Proposals/Information, and developing budgets
  • Review scopes and staffing plans; escalate issues to client finance lead as appropriate
  • Confirm projects are set up in accordance with contract terms; help develop summary sheets (contract cheat sheets) for the business
  • Ensure written client agreement is obtained for all work and is appropriately archived and classified
  • Assist Account and Project Management teams with monthly project budget to actual tracking and other required client reporting
  • Coordinate data collection for client audits
  • Communicate with clients regarding budgets, billing, and accounts receivable issues (as appropriate)
  • Maintain repository if critical client information
  • Review monthly expense details; Pull back up as needed and ensure proper coding of expenses
  • Update monthly revenue forecasts, staff plans and relevant client trackers with actuals
  • Process purchase orders in financial system and ensure vendor payment in a timely fashion
  • Reconcile monthly fees for accuracy and compliance with Edelman Revenue Recognition policy
  • Prepare client management reports, identify trends, and communicate to finance lead (and business as relevant)
  • Drive monthly billing process to ensure accuracy and timeliness
  • Review time and expense write-offs as well as unbilled WIP
  • Monitor payment collection; Serve as liaison between client and Accounts Receivable
  • Contribute to performance appraisal process for peers and managers
  • Mentor, train, and provide ongoing, constructive feedback to junior staff (as relevant)
  • Ad hoc requests and projects
Daniel J Edelman Holdings

Daniel J Edelman Holdings


Working at Daniel J. Edelman Holdings offers a unique opportunity to be at the forefront of developing comprehensive marketing and communications strategies. This company’s focus on media relations, social media, data analytics, and influencer collaborations in partnership with a major industry player like Microsoft illustrates a strong alignment with technology and strategic growth. The environment encourages collaboration and innovation, allowing employees to hone their skills in a cutting-edge and dynamic sector.

Company Stage


Total Funding



Seattle, Washington



Growth & Insights

6 month growth


1 year growth


2 year growth