CFA JOB DESCRIPTION & REQUIREMENTS
The Company is a leading one-to-one marketing and communications consultancy. We deliver award winning creative, strategic planning, media planning and buying, database marketing, interactive marketing and e-commerce marketing solutions for top blue-chip clients across all industry sectors.
We are currently seeking a Client Financial Analyst for our Finance Department. This position will provide financial support to client account teams and monitor budgets on a project basis. This position will report into the Sr Client Financial Analyst. Job responsibilities include assisting in the creation of job estimates, budgets and client staffing plans; ensuring adherence to contract billing policies; providing summaries of monthly billing and reconciliations; and assisting with financial analysis and reporting as required. The successful candidate will have strong analytical skills, financial analysis and/or accounting experience in an advertising or service industry environment strong Microsoft Excel and Word proficiency, a positive outlook and imagination and excellent oral and written communication skills. General accounting and/or financial analysis experience required as well as a Bachelor's Degree in Accounting or Finance.
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The most important hard skills to me are:
- Finance/Accounting knowledge (Balance Sheet, A/R, P&Ls, etc.) While this isn't an accounting position, understanding accounting principles is crucial. Either work experience in an accounting role or educational background
- Excel whiz - My ideal candidate would be able to whip up spreadsheets in their sleep. creating and using complicated spreadsheets are part of everyday work, needs to be very computer adept and a fast learner of new applications
- Advertising industry experience - if not industry experience, then need to have relevant work experience. Ideally I would love to find someone who has worked in a similar role at another agency.
The most important soft skills to me are:
- integrity & honesty
- outgoing
- professional
- self confident, a leader
- common sense/practical intelligence
- ability to express themselves clearly
- likable/approachable
- self motivated, self starter
- strong work ethic
-The CFA role is to proactively manage the client finances which includes in large part managing/guiding account teams. For a finance role it requires a lot of people skills/ interaction. If they can't interact and manage teams they will not succeed even if they have all the accounting/finance stuff down.
HERE IS A MORE SPECIFIC JOB DESCRIPTION/ REQUIRMENTS:
Provide financial support to client account teams and monitor client budgets on a project basis
Provide financial information to various departments and clients as required
Provide client financial analysis in the review of monthly results
Forecast and perform annual budget preparation
Assist in the creation of job estimates, budgets, and client staffing plans
Assume role of primary financial contact for account team and resource manager on assigned client business
Generate professional financial reports for review with clients as directed by account team
Provide complete journal entries, time entry transfers and provide invoicing instructions
Provide summary of monthly billings and reconciliation
Secure client P.O. or necessary work/payment authorizations and ensures adherence to contract billing policies and workflow procedures and monitors accounts receivable status and follow-up on aged balances with client
Lead and participate in financial meetings
Opens and manages jobs in coordination with account team.
Coordinates with Evolve team and Account to make sure all staffing plans are in Evolve
Required:
Bachelors in Accounting or Finance required
2-5 years related experience
accounting background preferred
advertising/professional service experience preferred
strong analytical skills
superior communication and interpersonal skills
strong excel skills
