You will be the point of contact for our internal teams and will be expected to advise on all day-to-day client account lead client billing issues. Great at multitasking with the ability to complete multiple projects at a time. Keen emotional intelligence and client relationship skills, experience working with high-touch clients. Understanding of accounting concepts (debits/credits, revenue recognition, reserves). The ability to work independently in a fast-paced, dynamic, team-oriented environment and clearly present ideas both verbally and in writing.

CORE RESPONSIBILITIES

Responsible for preparation of monthly client invoices, client back-up, and budget trackers, completing all tasks by monthly deadlines:

• Maintain current and accurate client billing - Review all WIP’s to make billable and non-billable moves; review prebill balances, process write-offs, review rate cards, payment terms
• Update and maintain budget trackers for all Clients and resolve issues proactively documenting budget overages, etc.
• Deliver all WIP’s drafts, invoices, and budget trackers to Client Managers for review proactively each month. (Set up a billing schedule with each client team to set monthly expectations and deadlines.)
• Pull all ‘back-up’ to be included with final invoices
• Complete e-invoicing (enter monthly invoices into client portals), and track submissions of all invoices sent via finance and client teams

Participate and assist in resolving Accounts Receivable billing issues

• Responsible for update and maintenance of all job codes throughout the life cycle
• Client reporting and Ad-Hoc reporting as requested/required
• Manage client budgets; review SOWs, POs, and MSAs to support client teams as the “go to” resource for a centralized understanding of each budget
• Lead the financial management of the account as well as directing the internal client teams to follow agency SOP

• Prepare accurate Client reporting directly for clients, Intercompany, and/or Client teams
• Identify areas for process improvements and provide potential solutions
• Manage $15M+ of client revenue
• Participate in Internal Finance and Client-level meetings as needed

CORE SKILLS

• Strong interpersonal and communications skills, with the ability to work across all departments and levels

• Attention to detail and a high degree of accuracy
• Excellent skills in Excel (v-lookups, pivot tables, sorting-filtering, basic calculations), Word, PowerPoint, Teams and working knowledge of Adobe Illustrator
• Ability to organize and lead client team meetings.
• Fulfill all commitments of your role.
• Admit mistakes and misjudgments. Figure out how to avoid them in the future.
• Take responsibility for tough decisions and actions to get things done.
• Be a problem-solver.

Effective organization and time management skills

Experience using financial systems, Maconomy is a plus

Execute accurate reporting that enables sound analysis and financial recommendations

Diversity and Inclusion:

• Create an inclusive and welcoming environment.
• Demonstrate flexibility in a changing work environment.
• Bridge differences between and among yourself and others.
• Seek out and use ideas, opinions, and insights from diverse sources and individuals.
• Use self-awareness to deflect biases.
• Consistently demonstrate integrity and credibility while building trust through inclusive behavior.

Accountability:

Agency Responsibilities:

• Help recruit top talent by knowing our capabilities, locations and talking about the company in a positive way.
• Contribute to the agency in a meaningful way through participation in culture initiatives, staff meetings, manager meetings and by being supportive of and kind to colleagues.
• Adhere to GCI Health’s confidentiality and disclosure agreements and code of ethics/conduct.
• Participate in agency Learning and Development opportunities as appropriate and as agreed upon with your manager.
• Do Something Different in your approach, involvement, and agency contributions!

• The job description is a summary of typical job functions and is not an exhaustive list of possible duties. The jobholder’s responsibilities and duties may differ from those outlined above. Other duties, as assigned, may be part of the job.

We know we learn best when Inclusion, Diversity, Equity and Accessibility (I.D.E.A) are embedded into everything we do for our people, agency, clients and communities we serve. We wholly believe that creative truly inclusive and innovative solutions by growing talent that mirrors the marketplace is critical to our success. To that end, we strongly encourage applications from talent across all dimensions of race/ethnicity, LGBTQ, differently abled and veteran status to come and grow with us.

In New York City, the base salary for this position at the time of the posting is $40,000-$75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications.