Client Finance Analyst

ABOUT BERLINROSEN

BerlinRosen is a fast-growing, full-service communications firm with more than 300 communications and campaign strategists in New York, Washington, D.C. and Los Angeles. Since its founding in 2005, BerlinRosen has powerfully expanded its presence in issue advocacy, workers’ rights, corporate, social impact/ESG, nonprofit, entertainment, media, racial justice, healthcare, hospitality, real estate, architecture, design, urbanism, land use, lifestyle and technology communications. We have received more than 50 awards and recognitions, including being the only agency to be named #1 on Observer’s PR Power List for three consecutive years, PRNews’ Large PR Agency of the Year (2023; 2021), PR News’ Digital Firm of the Year (2023) and 5/5 Stars on Forbes’ latest Best PR Agencies in America list. 

Beginning in 2022, we’ve established partnerships with Onward, Derris, M18, Glen Echo Group and Inkhouse, further integrating our agency and communications network while expanding our reach in DEI consulting and the consumer, lifestyle, real estate, hospitality and technology sectors. 

From leading technological innovators, to institutions that help our cities thrive, to nonprofits and leaders at the forefront of the most pressing progressive causes of our time; we take a message-first, results-focused approach to communications challenges, delivering high impact media, digital strategy and advertising to our clients. 

People of color, people with disabilities and women are strongly encouraged to apply. BerlinRosen is committed to building and maintaining a diverse staff, and recognizes that its continued success depends on hiring and retaining high-quality creative professionals with a variety of backgrounds and experiences. Opportunities for advancement exist, and we are committed to helping all staff develop and grow.

ABOUT THE CLIENT FINANCE TEAM

The Client Finance team works with practice management and other key agency stakeholders to drive profitability and monitor key performance indicators. Our team of experienced finance professionals, change agents, Excel masters and complex problem-solvers collaborate cross-functionally to assess financial strategies, systems and processes in an effort to drive the full-cycle financial health of all our clients.  

ABOUT THIS ROLE

BerlinRosen is seeking a Client Finance Analyst. This is an excellent opportunity for a solution-oriented and analytically minded individual who will approach work with a sense of possibility, sees challenges as opportunities and has a relentless passion and curiosity for process improvement. 

Job responsibilities include assisting with financial analysis and reporting, month-end close processes and providing summaries of monthly billing and reconciliations.

Role location: This role is available on a hybrid basis in New York, N.Y. across multiple BerlinRosen Holding company offices. The Client Finance team is in-office 2-4 days per week. Proof of vaccination is required to work in any of BerlinRosen’s offices.

ACCOUNTABILITIES AND QUALIFICATIONS

As a Client Finance Analyst on the Client Finance team, you will:

• Provide day-to-day financial support to practices and assist with business management at the project and practice level
• Maintain various financial trackers and reports (month-end reporting, budget trackers, financial statements, A/R, staff utilization, burn reports, WIP management, over-service reporting, etc.)
• Participate in the coordination of the annual budget and re-forecasts
• Proactively document, follow up on and in a timely fashion close out any revenue, budgeting, billing, invoicing, or payment issues that pertain to client(s)
• Own the AR function with billing supervisor - pursue timely collection with continuous internal & client follow up while escalating collections issues as necessary
• Partner with practices to ensure monthly financial schedule is followed
• Prepare month-end revenue recognition schedules, journal entries and intercompany transfers
• Support monthly and annual budgeting process
• Open and manage jobs in coordination with account teams
• Monitor jobs, estimates, POs and rate cards to ensure accuracy as well as project activity
• Serve as a reliable and forward-thinking business analytics resource and provide oversight to assigned practices
• Lead and partake in financial meetings with internal teams
• Participate in any and all audit initiatives and ad hoc projects as needed

Essential skills:

• 2+ years of experience in client finance 
• Experience with financial systems, NetSuite or Oracle products a plus
• Strong time management skills including the ability to prioritize multiple deadlines
• Proficiency in Microsoft Office with strong Excel skills (lookups, pivots, dashboards, advanced formulas, etc.) 
• Demonstrated proficiency and understanding of GAAP, accruals and revenue accounting
• Excellent verbal and written communication skills
• Ability to effectively work and communicate with finance and non-finance stakeholders
• Able to effectively manage workload, prioritize and streamline tasks to ensure accuracy and take “ownership-mentality” in work/clients/practices

Preferred skills:

• Agency experience (advertising, PR, communications, media or legal)
  

Note: Interested in this role but it’s not quite the right match? Applicants who meet some but not all or exceed the above criteria are still encouraged to apply! We are eager to speak with candidates with diverse backgrounds and can assess role leveling on an individual basis.  

WORKING AT BERLINROSEN

Compensation philosophy: BerlinRosen offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels.  

The salary range for this role is commensurate with experience and is as follows: 

• Starting minimum: $65,000
• Role cap: $85,000

Benefits: BerlinRosen will make sure that you have what you need to excel in your role, encourage self-care and drive professional development, including…

• 100% coverage of Health, Dental, and Vision insurance monthly premiums
• Company-sponsored Health Reimbursement Arrangement (HRA) 
• Pre-tax Flexible Spending Account (FSA)
• Mental health assistance with company-sponsored memberships to Talkspace and Calm
• 401K with a 4% employer match and no vesting period
• Generous paid time off (PTO) 
  • All incoming staff receive 36 days total of PTO, inclusive of general PTO, wellness days, collective PTO the week between Christmas and New Year’s Day holidays and 11 paid bank holidays
• Pre-tax commuter benefits via WageWorks
• Full mobile phone reimbursement for data and minutes
• Employer-funded life insurance
• Discounted annual bikeshare membership
• Corporate discounts through Tickets at Work
• Continuous skills training tailored to your role

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