Client Financial Analyst at Morgan Street Holdings | GB | Rezi

Client Financial Analyst at Morgan Street Holdings

Client Financial Analyst

Morgan Street Holdings · GB

6 days ago

Client Financial Analyst

Morgan Street Holdings · GB

6 days ago
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About the Role

The Client Finance Analyst will sit within our International Agency Finance team, providing financial support for a group of clients including revenue pricing, annual budgeting, quarterly forecasting, monthly close, data consolidation, profitability reporting & analysis, client-specific reporting & billing oversight, and trade working capital management. tms is committed to building an enviable finance function where everyone plays a part in building a successful agency.

Responsibilities

  • Support the development of annual client financial plans in collaboration with client teams and Finance Managers.
  • Ensure proper revenue and client expense recognition in accordance with revenue recognition guidelines and monthly close schedule.
  • Analyze and explain any revenue variances against KPIs.
  • Liaise with account teams across new revenue streams to ensure accurate financial planning.
  • Assist with the preparation of monthly presentations to client leadership.
  • Prepare and analyze monthly client reporting packs and provide meaningful commentary to the teams to aid decision-making.
  • Manage and own WIP and project.
  • Prepare ad hoc client analysis as directed by supervisor.
  • Support the client teams with project reconciliations and closure.
  • Meet agency and client-specific reporting requirements, ensuring timely and accurate completion.
  • Prepare and analyze pricing estimates for new projects, ensuring accuracy, adherence to contractual terms and an appropriate level of profitability.
  • Ensure rate cards and pricing matrices are maintained and up-to-date.
  • Maintain pricing records to enable consistency and informed pricing decisions for future projects.
  • Support supervisors in securing appropriate client approvals and documentation to enable set up and invoicing.
  • Track audit requests via Connect – providing the team with weekly updates and chasing outstanding items.
  • Pull cash receipts, remittances, and proof of delivery from the systems and generally assist the team to close audit queries in a timely manner.
  • Consolidate and maintain audit records for ease of use.
  • Analyze all TWC components to achieve established targets.
  • Own the billing process – to ensure invoicing is accurate, timely, and issued in accordance with client contractual billing guidelines.
  • Ensure all client invoices have accurate information, including the correct tax codes and rates.
  • Update account teams on TWC issues, driving for follow-up as needed.
  • Resolve/escalate TWC issues as required.
  • Complete ad-hoc projects as assigned.
  • Support the finance manager in delivering finance training to the business.

Requirements

  • 2+ years of relevant work experience, services industry background a plus.
  • Proficient with Microsoft Office, high-level Excel functionality expected.
  • Excellent analytical skills and the ability to translate data findings into actionable solutions.
  • Strong communication skills and ability to work with a wide range of stakeholders to drive performance-oriented decision making.
  • Accurate and focused on attention to detail.
  • Excellent organization and problem-solving skills.
  • Must be a self-starter.
  • Ability to work independently as well as in a team environment.

Skills

  • Microsoft Office
  • Excel
  • NetSuite (a plus)
  • Power BI (a plus)

Work Type

  • Hybrid

Experience Level

  • 2+ years

About the Company

  • tms unites technology, marketing, and sourcing to drive transformational change for the world’s leading brands.
  • With 1,200+ employees across 26 countries, tms offers an impressive range of solutions – from inspiration and innovation to category management and delivery.
  • Operating as a creative agency, a strategic consultancy, a sourcing business, and a technology provider, tms engages with over 110 million customers every single day for its clients, including McDonald’s, T-Mobile, O2, Starbucks, and adidas.
  • tms is a place where you can achieve great things, and be recognized as the best.
  • Authenticity and diversity are critical elements of tms's business.
  • tms fosters a culture of inclusion and belonging and aspires to be ever-evolving.
  • tms is a place where brilliant people are better together.
  • tms believes that from day one its job is to prepare, develop, train, and invest in employees so that while with the company, they will become ready to take on the next challenge better prepared than they thought possible.
  • tms helps its people achieve their goals.

Equal Opportunity

  • Authenticity and diversity are critical elements of our business. They can only be realized when we create access and equity for all. We foster a culture of inclusion and belonging and aspire to be ever-evolving.