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About the Role
The Client Finance Associate partners with Account Management and Finance to keep client financials accurate, current, and aligned with project activity.
Responsibilities
- Maintain client financial documentation, including scopes of work, estimates, purchase orders, invoices, and financial trackers.
- Ensure estimates and financial-system records align with approved client documentation and billing requirements.
- Prepare and schedule client invoices for Account Management approval according to client specifications.
- Review project profitability, transaction detail, and significant variances with Account Management.
- Prepare month-end revenue accruals and deferrals, client financial summaries, and reconciliations.
- Manage missing purchase orders and accounts receivable follow-up, documenting communications and status updates.
- Support monthly revenue forecasting and budgeting by client.
Requirements
- Client estimates, purchase orders, invoices, and financial records are accurate, aligned, and current.
- Billing, month-end revenue activity, and reconciliations are completed accurately and on schedule.
- Project profitability and financial variances are clearly communicated and resolved with Account Management.
- Outstanding receivables and missing documentation are followed through proactively and consistently.
Skills
- Strong working knowledge of general accounting principles and client or project financial processes.
- Proficiency in Microsoft Excel, Word, and PowerPoint.
- Ability to learn financial systems quickly.
- Excellent organization, communication, judgment, and attention to detail.
- Ability to manage multiple deadlines.
Education Level
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
About the Company
- CBX is a brand agency built around the belief that meaningful connections drive strong brands.
- We bring strategy, creativity, and industry expertise together to deliver thoughtful solutions for our clients, while fostering a collaborative environment with room to grow and a few laughs along the way.