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Client Financial Analyst

The Opus Group
United StatesRemotefull_timeVerifiedPosted 21 Oct 2024
💰 $75,000/yr($63,000/yr$75,000/yr)

About the role

Job Title: Client Financial Analyst Group/ Team: Client Services Delivery Operations / Pricing and Financial OperationsReports To: Sr. Director, Finance Business OperationsLocation: Beaverton, OREmployment Type: Full-Time, ExemptTravel Requirements:  10-20%WHO WE AREOpus Agency partners with world-shaping brands like Amazon, Google, Microsoft, and Salesforce to catalyze movements through shared experiences. Crafted through our end-to-end capabilities and propelled from the epicenter of events, content, and community, these experiences are renowned for accelerating momentum—and success—for everyone involved.  Built across four decades, we scale excellence at the forefront of focused strategy, fearless creativity, emerging technology, and agile delivery. Today, as the flagship of The Opus Group, our team members are outperforming from hubs throughout the United States, in the heart of London, and around the world. If you embody our cultural pillars—if you can bring versatility, embody optimism, elevate integrity, catalyze curiosity, and own excellence—then join us in fueling the future of brand movements. WHAT WE ARE LOOKING FORThe Client Financial Analyst is responsible for managing and implementing strategic financial processes and procedures for client programs, driving financial infrastructure organization, and closely interfacing with agency teams for the success of each client program and event.  This role also owns and drives client event budgets while working with various stakeholders, internal and external, who are involved with the program.YOU SHOULD HAVE
  • 2 years minimum related experience
  • Preferred Bachelor’s degree in either Accounting or Finance
  • Strong financial management
  • Proficient in excel
  • Excellent written and verbal communication skills
  • Demonstrates effective negotiation techniques
  • Strong analysis and judgment skills
  • Accept changes with short notice and tolerate frequent interruptions.
  • Demonstrated experience working independently and as part of a team.
  • Prioritize, manage multiple projects, and effectively perform within tight time constraints. 
  • Successfully perform in high stress, fast-paced environment. 
  • Excellent judgment and decisiveness, high integrity, enthusiasm, diplomacy, and tact. 
ESSENTIAL RESPONSIBILITIES
  • Financial budget accountability to client and department on management of assigned programs
  • Create budgets for new programs and clients
  • Analyze data, financial data and non-financial data, and succinctly present results to colleagues and clients
  • Interface with project leads and account executives to launch new clients
  • Create, establish, and help implement financial best practices, streamlined efficiencies and program enhancements
  • Drive growth of existing clients through solid delivery and performance
  • Increased efficiencies gained through experience and expertise
  • Coordination, preparation, and compilation of data / information for clients
  • Maintain and expand industry knowledge, financial and event management, by attending educational workshops or classes; reviewing related publications; establishing networks
  • Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers
  • Conceptualize and help implement strategic enhancements of client programs
  • Other duties may be assigned to meet business needs
SUPERVISORY RESPONSIBILITIESThis position has no supervisory responsibilitiesOther Skills and Abilities    LANGUAGE SKILLS  
  • Ability to read, analyze, and interpret technical procedures and contracts. Ability to write reports, business correspondence, and procedure manuals.  Ability to effectively present information and respond to questions from group of managers, clients, and customers.  Ability to understand and interpret budgets and financial reports.   Ability to explain basic financial matters to others.
  MATHEMATICAL SKILLS  

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Company

The Opus Group

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