Client Finance Manager @ Daniel J Edelman Holdings

Salary Range: 62000 to 111000 (Currency: USD) (Pay period: per-year-salary)

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.

*Open to the right candidate outside NY but EST time zone preferred.

Edelman is seeking a smart and professional Finance Manager with solid financial, analytical, and planning skills to support our Global Finance Team. The Finance Manager role is responsible for the financial management of large complex clients, partnering with management on staffing, forecasting, and pricing of the business.

Responsibilities:

Serve as the Finance Manager on large more complex projects or clients (with oversight)
Review and approve client budgets.
Partner with account teams in pricing client proposals, responding to Requests for Proposals/Information, and developing budgets (with oversight)
Facilitate negotiation of client and vendor contracts between clients/vendors, account staff/senior management, and legal department, including full review of all business terms (with oversight)
Ensure that projects are set up in accordance with contract terms; create 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
Maintain a catalog of required client reporting and ensure timely completion
Support developing annual revenue budgets for clients managed and maintain accurate monthly/quarterly forecasts
Review monthly fees for accuracy and compliance with Edelman Revenue Recognition policy
Provide commentary on variances of actual revenue to budget and forecast
Prepare management reports, identify and communicate areas of concern, and suggest improvements to account staff and management (e.g., client profitability, utilization, over/under service, missing time, revenue risk, and staffing plans)
Facilitate monthly billing process to ensure accuracy and timeliness.
Review time and expense write-offs as well as unbilled WIP
Accountable for timely payment collection; Serve as liaison between client and Accounts Receivable.
Contribute to performance appraisal process for peers and managers
Help mentor and train finance personnel by setting achievable goals and tasks, delegating opportunities, and provide resources for staff to meet their goals (as relevant).
Train business staff on internal finance systems, procedures, and financial project management.
Ad hoc requests and projects

Basic Requirements:

At least 5+ years of relevant experience in Finance or Accounting
A bachelor’s degree or equivalent work experience

Preferred Qualifications:

Advanced knowledge of financial systems (e.g. PeopleSoft, SAP, or any other ERP system) and strong Microsoft Excel skills
Professional services industry experience
Well-organized with strong time management skills and attention to detail, follows through on multiple projects and juggles conflicting priorities in a fast-paced environment
Strong financial analysis and management skills; good business acumen
Ability to articulate financial concepts in layman’s terms
Self-starter who takes initiative
Excellent written, oral, and interpersonal communication skills
Client service-oriented and fosters positive working relationships
Demonstrates behaviors consistent with Edelman’s values, Code of Ethics and Business Conduct
Sets and pursues challenging personal goals and for staff
Leads by example, demonstrates proven strong work ethic
Committed to continuous learning and building your technical and leadership skills through training
Helps motivate and coach teams to produce quality work and meet client objectives
Share best practices, good ideas, and mistakes freely to establish trust, transparency, and teamwork

What you’ll get in return

We value our employees’ health and well-being and recognize that life’s not all about work. Our hybrid work model gives you the flexibility to create a schedule that works with your personal and professional goals.

Benefits include:

Generous paid time off – All employees starting at this level receive:
15 paid holidays
15 vacation days
10 sick days
12 hours of paid time off to participate in civic action
8 hours of paid time off to volunteer
4pm-close on Fridays
Medical / Dental / Vision Insurance
Health Savings Account (including employer contribution)
Basic and Supplemental Life Insurance
Short-Term and Long-Term Disability
Paid Parental Leave
Paid Caregiver Leave
401k with company match
Bonus opportunities
Tuition Assistance
Tutoring Assistance
Service awards and sabbaticals
Adoption Assistance (including pets)
Community Investment Grant Program
Mentor program
Wellness programs
A broad range of career development, networking, team-building, and cultural activities

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Edelman is committed to diversity, equity and inclusion and proud to be an equal opportunity employer. We welcome and encourage racially and ethnically diverse people, members of the LGBTQ community, veterans, parents, individuals with disabilities and members of any and all protected classes to apply.

Client Finance Manager

Daniel J Edelman Holdings

Compensation Overview

Responsibilities:

Basic Requirements:

Preferred Qualifications:

What you’ll get in return

6 month growth

1 year growth

2 year growth