The Client Finance Associate should have a strong financial background working on job costing and working closely with project managers managing client work. The person in this role reports to the Client Finance Manager.

The Client Finance Team ensures the full-cycle financial health of all clients. Responsibilities include job set-up and maintenance, process billing, attend Burn Report Meetings, AR follow up, and assist with month end close. The Client Finance Associate will support the Team, complete ad hoc requests as they come up, and assist with meeting preparation and follow ups.

Job Set-up and Maintenance

• Open new jobs in WorkBook based on information submitted in Job Request Forms
• Add jobs to finance trackers as they are opened
• Add price quotes and open vendor POs in WorkBook as needed

Burn Report Meetings

• Along with the Client Finance Manager, attend biweekly Burn Report Meetings with Project and Account Managers- assist with any meeting prep or takeaways.
• Prepare accrual documents for clients as needed based on what is reviewed in burn meetings

Client Billing

• Ensure all cost and time transfer requests, identified during the meeting, are completed prior to billing
• Ensure billing is approved and completed in a timely manner and within client billing deadlines
• Ensure all necessary billing back-up required by the client is compiled
• Ensure delivery and receipt of client billing documentation

AR Management:

• Regularly review AR Aging and assist in collections
• Be a resource for the team in applying client cash receipts correctly

Month End Close

• Deferral/Accrual analysis
• Close jobs/ adjust end dates as needed
• Assist in completing month-end reporting

Qualifications should include:

• At least two years of working experience in finance or accounting in an hours-based service industry (e.g., advertising/marketing agency, architecture firm, law office, etc.)
• Proficient in MS Excel and MS Word
• Detail-oriented and highly organized
• Ability to multi-task effectively
• Ability to take direction and work effectively with Finance leadership
• Excellent oral and written communication skills
• Ability to work effectively in a team environment

About Benchworks, a division of BW Health Group

At Benchworks, our team is built with purpose. We are seeking candidates who are motivated, passionate, and confident to work in an entrepreneurial environment. Our goal is to provide a space where you can collaborate with a wide variety of individuals while being offered opportunities to do great things for patients, their loved ones, and their healthcare professionals.

About BW Health Group

BW Health Group is a family of interconnected companies dedicated to supporting and building partnerships with life sciences companies. BW Health Group is led by industry brand executives and strategists whose goal is to help clients and their brands navigate an ever-evolving healthcare system.

It is the policy of BW Health Group to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information or any other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to, recruiting, employment, placement, promotion, transfer, demotion, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, the use of all facilities, and participation in all company-sponsored employee activities.

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Join BW Health Group – Benchworks – BW Consulting.