Financial Analyst

Company Description

Hart Agency is transforming experiential marketing by combining real-world execution with that unifies operations and enhances scalability. We connect brands, agencies, and talent through a structured network focused on delivering consistent and efficient multi-market program execution. With expertise in staffing, logistics, reporting, and performance tracking, we bring greater visibility and control to marketing initiatives. Our data-driven approach enables brands to build scalable and impactful campaigns that drive growth and expansion across national markets.

Hart Agency is seeking a detail-oriented and analytical Billing & Financial Operations Analyst to support the company’s financial operations, with a primary focus on billing, invoice preparation, and financial schedule management. This role will work closely with the finance team and operational departments to ensure that client invoices are accurate, supported with proper documentation, and delivered in a timely manner. The position requires strong Excel proficiency, attention to detail, and the ability to organize supporting financial information such as receipts, activation reports, and manager summaries. The ideal candidate is highly organized, comfortable working with financial data, and eager to contribute to improving processes and financial controls.

Key Responsibilities – Customer Billing & Invoicing

• Prepare and issue client invoices in accordance with company billing schedules and client agreements.
• Compile and organize supporting documentation for invoices including receipts, event manager reports, state liquor authority reports, activation summaries, and purchase documentation.
• Review billing information to ensure accuracy and completeness before sending to clients.
• Track invoice status and maintain organized records of billing documentation.
• Support the resolution of client billing inquiries.

Financial Data & Excel Analysis

• Maintain financial schedules and billing trackers using Microsoft Excel.
• Perform data entry, reconciliations, and cross-checking of billing data.
• Assist with updating financial schedules and operational tracking reports.
• Organize data in structured Excel workbooks to support finance and operational teams.
• Assist with preparing supporting schedules for internal reporting and analysis.

Operational & Process Support

• Maintain organized digital records of financial documentation within SharePoint or internal file systems.
• Assist with collecting and organizing receipts and documentation for billable and non-billable expenses.
• Support internal financial processes including documentation management and record keeping.
• Identify opportunities to improve workflow efficiency and data organization.
• Collaboration
• Work closely with the finance team, operations team, and field staff to ensure billing information is complete and accurate.
• Support cross-functional teams by providing financial documentation when required.
• Assist in maintaining clear communication between departments regarding billing requirements.

Qualifications – Experience

• 1–3 years of experience in billing, accounting, finance operations, or administrative finance support preferred.
• Experience working with invoice preparation and supporting financial documentation is a plus.

Technical Skills

• Strong proficiency in Microsoft Excel (including formulas, lookups, and data organization).
• Experience organizing financial information across multiple spreadsheets.
• Familiarity with accounting or invoicing systems is a plus.
• Experience working with SharePoint, Google Drive, or document management systems preferred.

Core Competencies

• Strong attention to detail
• Excellent organizational skills
• Ability to manage multiple tasks and deadlines
• Strong analytical thinking
• Clear written and verbal communication skills
• A proactive and solutions-oriented mindset
• Ability to work independently and within a team

Reports To:

Controller / Finance Lead