Senior Client Financial Analyst

What We Are Looking For

The Sr. 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 service lines 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.

Essential Duties

• Financial budget accountability to client and department on management of assigned programs on our largest, most complex budgets
• 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 customer success 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 exceptional 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
• Mentor and train team members
• Showcase leadership qualities
• Other duties may be assigned to meet business needs

Competencies

• Adaptability/Flexibility
• Detail Orientation/Quality Focus
• Interpersonal Communication
• Ethics, Integrity, Values
• Time Management
• Analytical Skills
• Solutions oriented and creative problem solver

Qualifications

• 3-5 years’ minimum related experience
• Preferred Bachelor’s degree in either Accounting or Finance
• Strong financial management
• Advanced 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.

Other 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

• Ability to work with mathematical concepts such as probability and statistical inference.  Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.  Ability to create, monitor, and understand budgets, debits, credits etc.

Physical Requirements

Individuals will be required to sit for the majority of the day and will be required to stand as needed. May require walking primarily on a level surface for periodic periods throughout the day. Reaching above shoulder heights, below the waist or lifting as required to file documents or store materials throughout the work day. Proper lifting techniques required.  Individuals will be required to travel via airplane, train, taxi, car and/or other means of transportation as needed.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The performance of this position may occasionally require exposure to areas where those areas require the use of personal protective equipment. For the most part ambient room temperatures, lighting and traditional office equipment as found in a typical office environment.

Supervisor Responsibility

This position has no supervisory responsibilities

Travel Requirements

10% - 20%

Other Duties and Acknowledgement

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee/ candidate a general sense of the responsibilities and expectations of the position. Duties, responsibilities, and activities may change at any time with or without notice. This does not create an employment contract, implied or otherwise, other than an "at will" relationship. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Like everyone else across the US and around the world – Opus/MAS/Tencue has and continues to monitor the on-going spread of COVID-19 – with the health and safety of both our teams and clients as a number one priority. Opus/MAS/Tencue implemented a policy that requires all employees (with limited exceptions) to be fully vaccinated and provide proof of vaccination prior to employment.

Opus Agency does not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business need. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

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