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Job title : Client Business Analyst (Finance)
Function : Finance
Professional experience : Experienced
Parent Brand : Leo Burnett Group
Brand : Leo Burnett
Agency : Leo Burnett USA
Country : United States
Location : Chicago
job description:
Job description

The Client Business Analyst is responsible for the Agency’s estimate and job creation process. This individual is the key Finance contact for project information and is responsible for ensuring that the proper billing rates and for monitoring project costs. The Client Business Analyst tracks other related costs (taxes and other deliverables to be billed and closed.

Responsibilities include:

Project Initiation

• Working with internal teams on client onboarding

• Receive new requests and enter new project numbers for each job

• Create and send invoices to Clients for approval

Project Progress and Maintenance

• Working with Purchasing Analysts and Billing Specialists to confirm job status

• Create and maintain project reports

• Provide progress reports to Account and Production teams

• Liaise with Account and Production teams throughout projects

Estimate Creation / Revisions

• Receive and review requests for estimates and work with Account and Production

• Create estimates in Enterprise Resource Planning (ERP) system

• Liaise with Account and Production teams on signed estimates

Additional job functions

• Maintain strong understand of client contracts

• Act as key point of contact on financial issues for assigned client portfolio

• Update and maintain client specific documentation

• Escalate issues as necessary to Client Business Manager

• Ensure proper filing and completion of all documentation

Desired Background and Experience

• Bachelor’s Degree in Finance, Accounting or related field preferred

• Proficiency in MS Office Suite, particularly MS Excel

• At least 2 years of experience in Agency Production and/or Client Finance

• Experience with complex billing

• Strong communication skills

• Knowledge of client contractual obligations is required

• Attention to detail

• Ability to work well with cross-functional teams
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