Morgan Street Holdings
Client Financial Analyst
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ABOUT US
tms unites technology, marketing, and sourcing to drive transformational change for the world’s leading brands. With 1,200+ employees across 26 countries, we offer an impressive range of solutions – from inspiration and innovation to category management and delivery.
Operating as a creative agency, a strategic consultancy, a sourcing business, and a technology provider, we engage with over 110 million customers every single day for our clients, including McDonald’s, T-Mobile, O2, Starbucks, and adidas.
Most importantly, we're a place where you can achieve great things, and be recognized as the best.
WHAT MATTERS THE MOST
Breakthrough, business-driving ideas come from extraordinary people with the freedom to be their most authentic selves at work. Authenticity and diversity are critical elements of our business. They can only be realized when we create access and equity for all. We foster a culture of inclusion and belonging and aspire to be ever-evolving.
tms is a place where brilliant people are better together. If you want your ideas to be heard and to contribute to a culture of inclusion and authenticity, bring us your voice! Visit us at tmsw.com.
At tms we believe that from day one our job is to prepare you, develop you, train you and invest in you so that while with us you will become ready to take on the next challenge better prepared than you thought possible.
So whether you’re here for a meeting, a project, or a career – be prepared to Leave Changed.
WHY WE THINK YOU WILL LOVE THIS ROLE
The Client Finance Analyst will sit within our International Agency Finance team.
Here at TMS we are committed to building and sustaining an enviable finance function. We believe that everyone here has a part to play in building our business into a successful agency, and having a committed and hard-working finance team is vitally important in that.
The Client Finance Analyst is responsible for providing financial support for a group of clients including revenue pricing, annual budgeting, quarterly forecasting, monthly close, data consolidation, profitability reporting & analysis, client-specific reporting & billing oversight as well as trade working capital management.
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WHAT YOU WILL BRING TO THE ORGANIZATION
Financial
- Supporting the development of annual client financial plans in collaboration with client teams and Finance Managers.
- Ensuring proper revenue and client expense recognition in accordance with revenue recognition guidelines and monthly close schedule.
- Analysing and explaining any revenue variances against KPIs.
- Liaising with account teams across new revenue streams to ensure accurate financial planning
- Assisting with the preparation of monthly presentations to client leadership
Client Reporting
- Prepare and analyse monthly client reporting packs and provide meaningful commentary to the teams to aid decision-making.
- WIP and project management and ownership.
- Preparing ad hoc client analysis as directed by supervisor.
- Support the client teams with project reconciliations and closure.
- Meeting agency and client-specific reporting requirements, ensuring timely and accurate completion.
Client Pricing
- Preparing and analysing pricing estimates for new projects, ensuring accuracy, adherence to contractual terms and an appropriate level of profitability.
- Ensuring rate cards and pricing matrices are maintained and up-to-date
- Maintaining pricing records to enable consistency and informed pricing decisions for future projects
- Meeting agency and client-specific reporting requirements, ensuring timely and accurate completion.
- Supporting supervisors in securing appropriate client approvals and documentation to enable set up and invoicing
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Audit support
- Tracking audit requests via Connect – providing the team with weekly updates and chasing outstanding items
- Pulling cash receipts, remittances, and proof of delivery from the systems and generally assisting the team to close audit queries in a timely manner
- Consolidating and maintaining audit records for ease of use
Trade Working Capital Management
- Analysing all TWC components to achieve established targets.
- Ownership of the billing process – to ensure invoicing is accurate, timely, and issued in accordance with client contractual billing guidelines.
- Ensuring all client invoices have accurate information, including the correct tax codes and rates.
- Updating account teams on TWC issues, driving for follow-up as needed.
- Resolving/escalating TWC issues as required.
Other
- Ad-hoc projects as assigned.
- Support the finance manager in delivering finance training to the business.
SKILLS AND EXPERIENCE WE WOULD LIKE YOU TO HAVE
- 2+ years of relevant work experience, services industry background a plus
- Proficient with Microsoft Office, high-level Excel functionality expected
- Excellent analytical skills and the ability to translate data findings into actionable solutions
- Strong communication skills and ability to work with a wide range of stakeholders to drive performance-oriented decision making
- Accurate and focused on attention to detail
- Excellent organization and problem-solving skills
- Must be a self-starter
- Ability to work independently as well as in a team environment
- Familiarity with NetSuite a plus
- Familiarity with Power BI a plus
If you have any questions about the job, we are open to discussing this role further, so please feel free to get in touch. #LI-Hybrid
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