About this role.
This entry-level Client Finance Analyst role supports financial management for a portfolio of client projects in a remote, professional-services environment. Core work includes project setup, project accounting, invoicing, revenue and cost tracking, accruals, reconciliations, and month-end close support. The analyst will partner with project managers, SG&A, and clients to maintain accurate financial records, resolve discrepancies, and follow up on receivables. The position requires a bachelor’s degree in accounting, finance, or business, strong Excel skills, analytical judgment, and careful handling of confidential information.
Role DNA
A quick view of the complexity, pace, ownership and collaboration implied by the job description.
Job Complexity
3/5Pace & Pressure
4/5Autonomy Level
3/5Communication Load
4/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
Skills and capabilities most closely associated with this opportunity.
Sample interview questions
I would review the executed agreement for required signatures, scope, billing terms, rates, milestones, and change-order provisions. I would then validate that the information agrees with Salesforce, the time-and-expense system, and project financial trackers, documenting and escalating any discrepancies before transactions are processed.
I would compare actual labor hours, billing rates, expenses, and direct costs against the approved budget and contract terms. I would identify whether the variance is caused by timing, inaccurate coding, rate issues, unapproved scope changes, or missing change orders, then discuss findings with the project manager and update the forecast or escalate as needed.
I would confirm the applicable contract terms, approved hours, rates, reimbursable expenses, milestones, and any billing caps or waterfall requirements. Before issuing the invoice, I would reconcile support to project records, confirm required client formatting, obtain approvals, and retain clear documentation for auditability.
I would create a deadline-based task list, identify dependencies such as time-entry approvals and project manager inputs, and complete high-risk reconciliations and accruals first. I would communicate early about missing information, track progress daily, and preserve sufficient time for review and error correction.
For a recurring project-cost review, I would use structured data tables, lookup formulas, pivot tables, and conditional formatting to compare actuals with budgets and contracted values. This would make variances easier to identify, reduce manual errors, and provide a consistent monthly reporting view for project managers.
***The Client Finance Analyst I role is a fully remote role.***
The Client Finance Analyst I will assist in the overall financial management for our client portfolio, reporting, general day-to-day activities, and related month end close duties.
Essential functions of the job include but are not limited to:
- Assist with the overall monthly project accounting efforts including taking notes from the monthly status meetings with project managers and making project updates across financial trackers.
- Setup new projects awarded in time & expense systems and files including verifying signatures, agreeing to Salesforce and escalating discrepancies.
- Assist with updating project files for change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks.
- Book intercompany revenue/cost transactions & update shared financial trackers.
- Assist with the preparation and investigation of hours and expenses for client projects incurred including review of assigned billing roles/rates.
- Prepare client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create and maintain waterfall of invoicing per contracts.
- Assist in the preparation of monthly client accruals
- Track project costs compared to contracted amounts as well as other direct costs shared across projects/clients.
- Assist in set up & tracking of new employees and when applicable subcontractor hours/bill rates/expenses monthly compared to forecast and budget.
- Update basic and routine monthly general ledger account reconciliations. Collaborate with SG&A team where applicable.
- Assist with ad hoc projects as applicable, including the annual budget preparation.
- Assist in pulling supporting documents for the annual audit
Qualifications:
Minimum Required:
- Bachelor’s degree with a minimum concentration accounting, finance or business
- 0-2 years of relevant accounting/finance experience
Other Required:
- Intermediate to advanced Microsoft Excel skills
Preferred:
- Agency or Professional Services experience a plus
- Month end close experience
- Revenue Recognition experience
- Project Accounting experience
- Client Services/Client Facing experience
Skills:
- Excellent client service including mutual respect and approach to communications as well as timeliness of responses
- Deadline-oriented with good time management and organizational skills
- Proven critical thinking, analytical, interpretative, and problem-solving skills
- Ability to process and analyze large volumes of qualitative and quantitative information
- Ability to multitask with great attention to detail, and high level of accountability
- Display passion and purpose for what we do
- Communication (oral and written) with ability to speak with all levels of the organization
- Strong interpersonal and relationship building skills, and an ability to build credibility with external and internal stakeholders
- Possesses ethics and integrity when dealing with confidential and sensitive information.
- Willingness to extend yourself and assist other team members
- Self-starting attitude with a strong desire to learn and grow rapidly
#LI-Remote
Precision is required by law in some states or cities to include a reasonable estimate of the compensation range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Precision, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. This role is also eligible for a discretionary annual bonus, health insurance, retirement savings benefits, life insurance and disability benefits, parental leave, and paid time off for sick leave and vacation, among other benefits.
Reasonable estimate of the current range
$50,000—$62,000 USD
Any data provided as a part of this application will be stored in accordance with our Privacy Policy. For CA applicants, please also refer to our CA Privacy Notice.
Precision Medicine Group is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact Precision Medicine Group at myHR@precisionmedicinegrp.com.
Recruitment Fraud Warning: Please be aware that fraudulent individuals and websites may impersonate Precision Medicine Group or its affiliates and attempt to obtain personal, financial, or banking information through fake job postings or employment offers. Precision Medicine Group will never request payment, banking details, or other sensitive financial information as part of the recruitment process. If you believe you have been targeted by a recruitment scam, we encourage you to report the incident to your local law enforcement authorities, consumer protection agency, or relevant cybercrime reporting organization in your country. Please also notify us at myHR@precisionmedicinegrp.com so we can investigate and take appropriate action.
Upload your resume now
- To unlock remote work opportunities and be discovered by global employers.
This job listing has been manually reviewed by the Jobicy Trust & Safety Team for compliance with our posting guidelines, including verification of the company's legitimacy, accuracy of job details, clarity of remote work policy, and absence of misleading or fraudulent content.
