Client Finance Analyst

Location: Nashville, TN or Remote

Department: Finance

Years’ Experience: 2-4 years

Reports to: Vice President, Finance or Above

The Analyst, Client Finance is an essential role in driving the continued growth and profitability of ReviveHealth, a full-service healthcare marketing firm operating as a wholly owned subsidiary within IPG. S/he will be an engaged, inquisitive, collaborative partner to our finance and client service teams, with a passion for our agency’s success and discipline about the fundamentals that make our success possible.

This role is responsible for all things client finance – from monthly overall financial management to collection follow-up, to time entry, to managing synchs between our time entry and billing systems, client invoicing, client accruals and reconciliations, etc. S/he will be focused on bringing the same level of excellence to serving the agency’s internal clients (our colleagues) as our client service teams bring to servicing our external clients. A right fit for this role is someone who thrives in a collaborative environment, is comfortable working within ERP systems like SAP, and is not afraid to roll up his/her sleeves to get stuff done.

At Revive, our work is rooted in understanding people of all races, ethnicities, gender expressions, sexual identities, abilities, and life experiences. To do so, we foster a culture that generates inclusive work that contributes to health equity for all. That is why we lean into the honest conversations that teach us to recognize that the work of diversity, equity and inclusion is never done and that it must guide everything we do. We commit to this essential work because it is our moral bond, our business imperative, and the foundation of brilliant, resonant work for our clients.

Includes, but not limited to the following:

• Manage client specific reporting needs and monitor all costs.
• Work with CX/PM teams in order to perfect detailed client facing financial trackers (burns) that are informative and easy to view 
• Partners with Director, Business Management in overseeing all financial aspects related to Workstream group of clients.
• Inform Director, Business Management of when a likelihood of either an under-run or over-run of project financials seem evident
• Manage client PO’s, AR, WIP, Match Pay and client budgets and ensure that the Agency’s client teams are informed of how they are tracking vs their budgets
• Monitor time transfers from Project Management System (Mavenlink) to SAP according to established frequency to ensure all time is properly coded and accounted for between the systems.
• Confirm accurate invoice production each month in accordance with the terms of the client’s agreement and internal timeline.
• Review and reconcile costs between ML and SAP for final drafting of invoices
• Review and confirm DRAFT invoices along with PM/CX reviews
• Collaborate with shared service center (billing department) to ensure that all fee and production billing are sent to clients on schedule.
• Set up projects in SAP and Project Management system as needed, including budgets, billing plan, etc. as detailed in the SOW.
• Implement time moves/adjustments in Mavenlink and SAP.
• Maintain rate schedules in Mavenlink and ensure rate cards in Mavenlink and SAP align.
• Conduct collection efforts for past due accounts to keep invoices over 90 days aged to 5% or less by end of each month according to collections process, escalating as needed.
• Support month-end close procedures for revenue recognition and billable expense accruals as needed.
• Assist with monthly EPO accruals in collaboration with Payables.
• Work on ad hoc reporting requirements as requested by Account and Finance teams.

• Monthly billing out by 10th business day and retainer billing out by 2nd business day each month
• Off-cycle billing out within 3 business days of notification
• Support minimized budget overages and write-off/unplanned investment
• Clean project and annual scope financial management; minimizing client concerns

• No WIP over 60 days at the close of each month across all clients!
• Clean support documentation for revenue recognition
• Establish good partnership with internal and external clients.
• All key metric goals are met every quarter!

• 2-4 years accounting experience; emphasis on client billing and budget management a plus
• Experience in a professional service and/or PR agency setting organization is a plus
• Experience in MS Office Products
• Experience with Mac computers
• Service-minded approach to the role
• Organized and detail-oriented
• Self-starter with ability to play effectively on a team
• Demonstrated ability to delegate effectively and manage the work of others
• Comfortable working in an open office environment
• Discernment to protect confidential information
• Commitment to prioritize tasks to meet deadlines
• Orientation toward leveraging technology to communicate effectively

Respect.

Own it.

Grow, always.

Revive is proud to be an Equal Opportunity/Affirmative Action employer. Revive recruits qualified applicants without regard to race, color, religion, gender, age, ethnic or national origin, protected veteran status, physical or mental disability, sexual orientation, gender identity, marital status, or citizenship status