Account Finance & Operations Coordinator

Job Description

EP is seeking a financially-minded individual with strong business acumen.  This coordinator will collaborate with several disciplines across our client brand portfolio as a trusted advisor to drive financial success and operational efficiency for the agency and our clients.  

Responsibilities

• Assist with creation of scopes, staffing plans, pricing, and contract creation; ensuring adherence to contract billing policies and workflow procedures; providing summaries of monthly billing and reconciliations.
• Work closely with the client teams to review job detail, billings, new job request/closings, OOP & WIP tracking, job transfers, write offs, and project change notices, staying abreast of changes and modifications to client budgets.
• Prepare, review and distribute monthly and ad-hoc financial and burn reports to various departments and clients as needed, such as labor reports, scope and hour burn, weekly utilization analysis, client budget trackers, estimate to completion (ETC).

• Explain and translate financial reports to team members.
• Assist with forecasting, analyzing, and reporting revenue.
• Develop and maintain relationships with agency personnel related to financial processes and deliverables.
• Assist with on-boarding of new hires including time & expense entry, and PO processing.

• Liaise with Account, Media, Business Affairs, and Billing (Shared Services) teams to comply with client contract terms including billing and payment terms and ensure invoicing is accurate and timely.

• • Manage and report on estimate vs actual for all jobs, taking appropriate action when WIP is at risk.
  • Ensure production jobs and media campaigns are reconciled and closed on a timely basis. 
  • Manage open Jobs and Purchase Order reports on a monthly basis to ensure timely closure.
  • AR Management, work with Finance team and assist with collection process as needed.
  • WIP Management, including unbilled WIP for accruals, weekly WIP reports, unbilled time and costs.
  • Process new client and vendor set up requests.
  • Responsible for the day-to-day support of all budgetary and financial issues relating to assigned clients.
  • Assist with preparation of all internal and external audits and Sarbanes Oxley (SOX) initiatives.
  • Work closely with sister agencies, managing intercompany revenue cross charges.
  • Manage intercompany payables and receivables.

• Position will support agency accounts led out of Greenville, SC offices and is a hybrid role in-office three days a week. The start date is on or around January 6, 2025. 

Experience/Knowledge Required

• Bachelor's degree 
• Advanced knowledge of Microsoft Excel for analysis (such as Pivot tables, VLOOKUP, SUMIF)
• Initiative and ability to manage multiple projects and deadlines
• Strong communication and interpersonal skills 
• Approachable and solution-oriented
• Understanding of accounting concepts