Client Finance Associate

Role Overview: The Client Finance Associate is responsible for managing day-to-day operations in the billing and collections department and keeping track of monthly customer invoices and payments. This role is tasked with providing accurate and timely data entry records for the organization. 

Essential Responsibilities:

• Working with the Client Services teams to create invoices and format data files.
• Working with the Director of Client Finance to coordinate revenue and accrual accounts.
• Attending meetings within and outside the organization to discuss and train on accounts.
• Examine accounting records, including financial statements and other financial reports to assess accuracy, completeness and conformance to standards defined within the department.
• Assist as needed with invoicing operations to help make decisions on process improvement.
• Reconciling monthly records.
• Assist as needed with month-end and year-end financial and operating reports.
• Develop and implement proper record keeping of financial records, making use of current technology.
• Review outstanding receivables and follow up with clients/Director of Client Services team members for large and/or long overdue items.
• Clean up historically unapplied credit memos and payments.
• Communicate and report on accounts related to accounts receivable.
• Will report directly to the Director of Client Finance.

• Qualifications:

  Bachelor’s degree (accounting/finance) preferred.
  5+ years of experience in accounting, billing, collections, or finance-related field.

  Skills & Experience:

• Previous experience with data entry, accounting, billing, and collections.
• Excellent organizational, written and verbal communication skills; ability to prioritize and manage multiple projects and meet monthly deadlines.
• Excellent skills with data analysis, problem solving and excel. Excel skills include writing formulas, creating and using pivot tables, the ability to create and manage power queries is a plus.
• Monitoring monthly reconciliation reports, attention to detail, thoroughness, organization, analyzing information.
• Experience with Microsoft Office Suite and Microsoft Excel is required.
• Experience in the automotive advertising industry is preferred.
• Experience with Oracle NetSuite and Salesforce software is a plus.