Client Finance Analyst

As a Client Finance Analyst at Unlock Health, your primary responsibilities include managing the billing cycle for client projects, ensuring accurate invoicing, and handling accounts receivable. You will also work on contract and revenue management, assisting in reviewing client contracts and collaborating with project teams to provide financial support. Your role is crucial for maintaining strong client relationships and facilitating smooth cash flow.

To become a Client Finance Analyst at Unlock Health, candidates should have at least 3 years of financial or accounting experience, preferably in the advertising or marketing services industry. A working understanding of professional services Statement of Work contracts and basic accounting knowledge is essential. Proficiency in Microsoft Excel and familiarity with financial software such as NetSuite and Salesforce are also important qualifications.

Client Finance Analysts at Unlock Health thrive in a fast-paced and dynamic environment. The role requires strong communication skills and the ability to work collaboratively across multiple departments. The position benefits those who are proactive and analytical, with opportunities to engage creatively with client teams and contribute to projects that reshape healthcare marketing.

The Client Finance Analyst serves as a key point of contact for clients regarding billing inquiries and payment terms. By resolving billing discrepancies and providing insights into project budgets and financial health reports, you help ensure client satisfaction and trust. This role is all about maintaining strong relationships while providing detailed and accurate financial management that supports client goals.

As a Client Finance Analyst at Unlock Health, you can expect to receive a competitive salary along with health, dental, and vision benefits tailored to your lifestyle. The company also provides life and disability insurance, flexible paid time off, a generous 401(K) match program, and options for hybrid or remote work. Additionally, there are programs for employee assistance and parental leave, ensuring a supportive workplace culture.

When answering this question, detail your experience with managing billing processes, including how you ensure accuracy and timeliness. Share specific methods you used to track billing schedules or resolve discrepancies to demonstrate your thoroughness and attention to detail.

You should explain your multi-step approach to identifying the issue, communicating with the client, and collaborating with your team to resolve it. Highlight your problem-solving skills and emphasize the importance of maintaining client relationships throughout the process.

Discuss the specific software you've used (like NetSuite or Salesforce) and give examples of how you've leveraged these tools for financial analysis or reporting. Mention any specific functionalities you excel in, particularly those that would be relevant to the Client Finance Analyst role.

Consider sharing your time management strategies, such as organizing tasks by urgency and importance. You might describe a specific tool or method you use to keep track of deadlines and ensure nothing falls through the cracks.

A great answer involves a scenario where you simplified complex financial concepts or the billing process for a client. Highlight how your communication skills helped clarify their questions, ensuring they understood the financial implications of their projects.

Talk about your familiarity with revenue recognition standards, especially ASC 606, and how you’ve contributed to this process in previous roles. Providing a concrete example of your work in this area will enhance your response.

Emphasize your attention to detail and the practices you implement to ensure accuracy, such as double-checking your work, utilizing checklists, and possibly peer reviews. Mention how you respond to discrepancies or errors as part of your accountability.

Provide a specific instance where your analysis directly impacted the team's decisions. Highlight the data you analyzed and the recommendations you made that were taken seriously and implemented, demonstrating your influence.

Discuss the importance of clarity, precision, and the ability to translate complex financial jargon into easily understandable terms for clients and team members. Highlight your experiences where effective communication led to better team dynamics or client satisfaction.

In your response, align your personal interests and professional values with those of Unlock Health. Discuss what excites you about their mission in healthcare marketing, and how you perceive your financial role as a way to contribute to that vision meaningfully.