Client Finance Analyst
Overview
A BIT ABOUT US
The Marketing Store is a consumer engagement agency that believes in the power of experience to build brands. Experience is any valuable interaction between a brand and consumer, and it’s the currency of 21st century marketing; consumers are placing greater value on it, technology provides brands with greater opportunity to deliver, and it’s the key to unlocking huge growth.
Our core skill is therefore transforming brands, products and services into experiences. To leave lasting impressions and influence future purchasing decisions.
We do this through our expertise in the sharing of experience and the science of experience. Yet none of this can be achieved without our investment in people and culture. We’re committed to breaking down silos to create more efficient and better-connected working processes. That’s why we are a people-first agency, built to serve consumer-first brands.
WHAT ARE OUR PEOPLE LIKE?
Our agency is home to creative problem solvers. Those who overcome any obstacle to successfully put consumer-first ideas, products and technologies into market.
People who wear their talent lightly. Willing to be part of a close community that pushes them to be better.
Because our goal is to bring people and brands closer together. Closer insights, closer connections and closer collaboration breed better, more effective work. It’s this dedication to getting closer that drives us to go further.
WHO WE WORK WITH
We apply insightful, strategic, brand-building processes to the creation industry-leading, award-winning promotions, digital experiences, retail activations, CRM and loyalty programs, premiums and brand events.
Our clients include McDonald’s, Nissan, Infiniti, T-Mobile and more!
WHY WE THINK YOU WILL LOVE THIS ROLE
Finding the perfect balance between delivering against our client’s expectations and managing Agency success metrics with excellence, this role is the commercial gate keeper of our client engagements.
Responsibilities
WHAT YOU WILL BRING TO THE AGENCY
As a Client Finance Analyst, you will provide financial support for a group of clients including revenue pricing, annual budgeting, quarterly forecasting, monthly close, profitability reporting & analysis, client-specific reporting & billing oversight as well as trade working capital management.
RESPONSIBILITIES
The Client Finance Analyst will work closely with business partner leads to manage the financial health of our client roster.
Digging deeper on the details:
Client Compensation/Pricing
- Prepare and analyze pricing estimates for agency retainers and projects ensuring accuracy, adherence to contractual terms and appropriate level of profitability.
- Meet agency and client-specific reporting requirements ensuring timely and accurate completion
- Support supervisors in securing appropriate client approvals and documentation
Plan/Forecast/Close Process
- Support development of annual client financial plans in collaboration with client teams and supervisor
- Prepare and input monthly/quarterly revenue and expense forecasts
- Prepare monthly journal entries to ensure proper revenue and client expense recognition in accordance with guidelines and monthly close schedule
- Analyze and explain any revenue and expense variances against annual plan/forecast/prior year
Client Profitability
- Prepare and analyze monthly P&L
- Monitor and analyze client direct expenses
- Maintain ongoing client staffing matrix and reports on a monthly/quarterly basis
- Prepare ad hoc client analysis
- Provide meaningful commentary on performance metrics and discuss/address with appropriate agency partners
- Monitor and action missing time for client portfolio
Trade Working Capital Management
- Analyze all TWC components to achieve established targets
- Collaborate with billing analyst to ensure invoicing is accurate, timely, and issued in accordance with client contractual billing guidelines
- Update account teams on TWC issues driving for follow-up as needed
- Resolve and raise TWC issues as required
Desired Skills & Experience
SKILLS AND EXPERIENCE WE WOULD LIKE YOU TO HAVE
- Bachelor's degree in Finance, Business, Accounting
- 1+ years of relevant work experience service industry background a plus
- Proficient with Microsoft Office, high level Excel functionality expected
- Experience with budgeting/forecasting, financial modeling highly valued
- Excellent analytical skills and the ability to translate data findings into measurable solutions
- Strong communication and interpersonal skills, able to work with a wide range of internal partners to drive commercially-minded decision making
- Excellent organization and problem-solving skills
- A self-starter, comfortable working both independently as well as in a team culture
- Familiarity with NetSuite a plus
Benefits
The Marketing Store provides comprehensive benefits offerings to all full-time employees starting on day one. Our benefits include options for medical and dental insurance, 401(k) plan with Company matching provision, profit sharing, flexible spending accounts, tuition reimbursement, life insurance, health and wellness benefits (including discounts on products & services), employee assistance program, and disability insurance.
Thank you for your interest in The Marketing Store.
Please note that we will only contact candidates who are selected for an interview.
The Marketing Store is an equal opportunity employer.
We do not accept unsolicited calls, resumes or candidate referrals from recruiters and agencies.