Client Finance Analyst

February 5

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Unlock Health

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Unlock Health is a full-service agency dedicated to driving sustainable growth for healthcare organizations. By integrating marketing, technology, and revenue strategy, Unlock Health helps connect consumers with care, enhancing lives and supporting healthcare organizations in their growth goals. The company specializes in managed care consulting, media and advertising strategy and planning, digital marketing, and brand consulting. Unlock Health is recognized for its creative and data-driven approach, offering advanced analytics and a technology platform to guide healthcare marketing initiatives and optimize payor strategies. The agency has built partnerships with leading health systems, behavioral health providers, and specialty care organizations, earning accolades such as the Modern Healthcare Best in Business award for Marketing and Public Relations.

marketing • healthcare marketing • managed care consulting • payor relations • healthcare advertising

51 - 200 employees

⚕️ Healthcare Insurance

☁️ SaaS

📋 Description

• Unlock Health breaks down the walls that healthcare providers have lived with for decades. We connect the dots across managed care and marketing so that providers can realize their missions and patients can get the right care. • We are seeking a highly organized and detail-oriented Client Finance Analyst to join our dynamic team. • The ideal candidate will possess a strong background in finance, with a preference for applicants with agency experience. • Ensure accurate and timely billing for client projects, with adherence to contractual terms and project timelines. • Manage accounts receivable for clients, ensuring timely follow up on outstanding invoices and minimizing aged balances & bad debt exposure. • Collaborate closely with client account teams to maintain detailed revenue forecast, ensuring monthly changes are communicated timely.

🎯 Requirements

• 3+ years of related financial and/or accounting experience, preferably with an advertising or marketing service industry • Experience billing digital and/or traditional media is a plus • Working understanding of professional services Statement of Work contract structures • Basic finance/accounting knowledge (Balance sheet, P&L, AR, etc.) • While this is not an accounting position, basic accounting knowledge is critical to success in this role • Expertise in Microsoft Excel, including ability to perform lookups, create pivot tables, and create reporting from large data sets • Excellent attention to detail, with the ability to manage multiple projects and deadlines • Proficiency in financial software and tools (NetSuite, Workfront, Salesforce, MS Office) • Strong communication skills, with the ability to work cross-functionally and interact with multiple facets of people & clients • Ability to problem solve and manage problems effectively

🏖️ Benefits

• Competitive Salary • Health, Dental and Vision benefit packages to fit all types of lifestyles • Life, Short- and Long-Term Disability Insurance paid 100% by the company • FSA / HSA Options • 401(K) with a generous company match program • Flexible Paid Time Off (aka- unlimited) • Paid Parental Leave • Hybrid and Remote work schedules available • Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice) • Employee Referral Program