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    Financial Analyst - Dallas, United States - Freeman

    Freeman
    Freeman Dallas, United States

    1 week ago

    Default job background
    Description
    Bachelor's Degree or equivalent combination of education and experience
    A minimum of 3 years of experience in the Financial Analyst Space
    Strong background in budget management
    Responsibilities

    The Finance Analyst, Client Services is a unique new role created at Freeman and will be responsible for driving coordination between Project Leads, Growth Leads, Event Production Directors /VPs, and various Accounting/Finance partners to support all financial needs


    This role is responsible for leading portfolio-level strategic financial analysis and preparing reports including monthly recognition and variance commentary, time utilization, KPls, system integration audits on individually managed project budgets.

    Reporting into the Agency Central Services team the Finance Analyst, Client Services works together with Professional Services, Growth, Accounting, and FP&A and business operations on a daily basis
    Analyze and interpret financial data to comprehend business conditions, outcomes, and accounting implications effectively
    Collaborate with project leaders to fulfill financial requisites; deliver strategic portfolio analysis and reports
    Develop and manage monthly accounting reports utilizing Excel, Procim, Salesforce, Workfront, and SAP
    Generate spreadsheets, charts, and graphs to highlight financial trends and conduct comprehensive analysis
    Proficiently utilize budgeting and accounting systems (mainly Procim and SAP) to facilitate budgeting and reporting procedures
    Manage Project Budgeting within a shared environment, ensuring precise control of profit margins, third-party expenses, resource optimization, employee time tracking, and accurate project budget allocation for accounts lacking assigned Project Owners (approx
    Aid in preparing concise monthly financial summaries
    Facilitate reconciliation between client budgets/SOWs and internal systems to ensure project alignment
    Take ownership of financial components within assigned projects/accounts
    Lead client financial analysis initiatives and consultations
    Provide support for special projects and produce ad hoc management reports as required
    Qualifications

    Bachelor's Degree or equivalent combination of education and experience
    A minimum of 3 years of experience in the Financial Analyst Space
    Strong background in budget management
    Procim, Netsuite & Airtable exp
    Responsibilities

    The Finance Analyst, Client Services is a unique new role created at Freeman and will be responsible for driving coordination between Project Leads, Growth Leads, Event Production Directors /VPs, and various Accounting/Finance partners to support all financial needs


    This role is responsible for leading portfolio-level strategic financial analysis and preparing reports including monthly recognition and variance commentary, time utilization, KPls, system integration audits on individually managed project budgets.

    Reporting into the Agency Central Services team the Finance Analyst, Client Services works together with Professional Services, Growth, Accounting, and FP&A and business operations on a daily basis
    Analyze and interpret financial data to comprehend business conditions, outcomes, and accounting implications effectively
    Collaborate with project leaders to fulfill financial requisites; deliver strategic portfolio analysis and reports
    Develop and manage monthly accounting reports utilizing Excel, Procim, Salesforce, Workfront, and SAP
    Generate spreadsheets, charts, and graphs to highlight financial trends and conduct comprehensive analysis
    Proficiently utilize budgeting and accounting systems (mainly Procim and SAP) to facilitate budgeting and reporting procedures
    Manage Project Budgeting within a shared environment, ensuring precise control of profit margins, third-party expenses, resource optimization, employee time tracking, and accurate project budget allocation for accounts lacking assigned Project Owners (approx
    Aid in preparing concise monthly financial summaries
    Facilitate reconciliation between client budgets/SOWs and internal systems to ensure project alignment
    Take ownership of financial components within assigned projects/accounts
    Lead client financial analysis initiatives and consultations
    Provide support for special projects and produce ad hoc management reports as required
    About Us

    Freeman is a global leader in events, on a mission to redefine live for a new era.

    With a data-driven approach and the industry's largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action.

    The integrated full-service solutions leverage a 96-year legacy in event management as well as new technologies to deliver moments that..

    matter.

    Summary


    The Project Finance team at Freeman plays the role of a Finance & Accounting advocate on projects involving Account Direction, Event Production, Design, Strategy, Digital and Sponsorship practice areas, as well as on some corporate portfolios.

    The Finance Analyst, Client Services is a unique new role created at Freeman and will be responsible for driving coordination between Project Leads, Growth Leads, Event Production Directors /VPs, and various Accounting/Finance partners to support all financial needs.


    This role is responsible for leading portfolio-level strategic financial analysis and preparing reports including monthly recognition and variance commentary, time utilization, KPls, system integration audits on individually managed project budgets.

    Reporting into the Agency Central Services team the Finance Analyst, Client Services works together with Professional Services, Growth, Accounting, and FP&A and business operations on a daily basis.

    This position will support our Agency Central Services team. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week.

    The ideal candidate will be based out of any of the following locations:


    • Dallas, TX
    • Orlando, FL
    • Nashville, TN
    • Chicago, IL
    • Washington, DC
    Essential Duties & Responsibilities


    • Analyze and interpret financial data to comprehend business conditions, outcomes, and accounting implications effectively.
    • Collaborate with project leaders to fulfill financial requisites; deliver strategic portfolio analysis and reports.
    • Develop and manage monthly accounting reports utilizing Excel, Procim, Salesforce, Workfront, and SAP.
    • Generate spreadsheets, charts, and graphs to highlight financial trends and conduct comprehensive analysis.
    • Proficiently utilize budgeting and accounting systems (mainly Procim and SAP) to facilitate budgeting and reporting procedures.
    • Manage Project Budgeting within a shared environment, ensuring precise control of profit margins, third-party expenses, resource optimization, employee time tracking, and accurate project budget allocation for accounts lacking assigned Project Owners (approx. 65% focus).
    • Aid in preparing concise monthly financial summaries.
    • Facilitate reconciliation between client budgets/SOWs and internal systems to ensure project alignment.
    • Take ownership of financial components within assigned projects/accounts.
    • Lead client financial analysis initiatives and consultations.
    • Provide support for special projects and produce ad hoc management reports as required.
    Education & Experience


    • Bachelor's Degree or equivalent combination of education and experience.
    • A minimum of 3 years of experience in the Financial Analyst Space.
    • Strong background in budget management.
    • Procim, Netsuite & Airtable exp.
    Diversity Commitment


    At Freeman, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.

    #LI-Hybrid

    Company information
    Freeman is a global leader in events, on a mission to redefine live for a new era.

    With a data-driven approach and the industry's largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action.

    The integrated full-service solutions leverage a 96-year legacy in event management as well as new technologies to deliver moments that matter.

    Digital Marketing, Marketing & Advertising, Business Services, Management Consulting, Event Planning & Services, Events, Event Management, Corporate Events, Brand Activation, Event Services
    Privately Held

    Company Specialties:
    Audio Visual Solutions, Experiential Design, Exhibit Fabrication and Management, Exhibitor Services, Digital Services, Creative, Corporate Events, Meeting Planning, Event Specialists, Professional Services, Event Solutions, Event Marketing, Meetings and Events, and Creative Agency

    #J-18808-Ljbffr
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