Code and Theory Logo

Code and Theory

Senior Analyst, Client Finance (US)

Sorry, this job was removed at 06:08 p.m. (EST) on Friday, Jun 12, 2026
Be an Early Applicant
In-Office
New York, NY, USA
In-Office
New York, NY, USA

Similar Jobs

46 Minutes Ago
Hybrid
New York, NY, USA
95K-120K Annually
Senior level
95K-120K Annually
Senior level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Serve as a technical functional analyst for risk-related programs, gathering and influencing requirements, coordinating vendors and development teams, managing project plans, timelines, budgets, and test plans, and integrating cloud and AI solutions into GRC and risk-management systems. Produce leadership-level documentation and status reporting while collaborating with Architecture, Risk IT, and business partners to deliver technical solutions that improve risk capabilities.
Top Skills: AIAzure DevopsCloudPower BIPowerPointPythonSQL
2 Hours Ago
Hybrid
70K-95K Annually
Senior level
70K-95K Annually
Senior level
Information Technology • Insurance • Software
Serve as a trusted advisor leading complex enterprise SaaS implementations for MGA/insurance clients. Gather requirements, configure applications, execute data conversions, manage full project lifecycle, deliver training and UAT, liaise with product/engineering, mentor consultants, and ensure projects meet scope, budget, timeline, and quality targets.
Top Skills: AgileBackend Development SystemsMS OfficePmbokPolicy Administration SystemsRatersSaaSVertafore
2 Hours Ago
Remote or Hybrid
New York, NY, USA
Expert/Leader
Expert/Leader
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Lead the global obligations management function: design and maintain a centralized obligations register, map legal and partner mandates to controls, manage RFI knowledge base and audit register, ensure traceability and remediation, partner with regional legal/compliance/audit teams, and scale the team and GRC tooling to replace manual trackers.

The Senior Analyst, Client Finance is responsible for owning end-to-end revenue tracking and ensuring the integrity of client financials. This role plays a critical part in the month-end close by ensuring revenue is complete, accurate, and supported.

You will partner closely with Client Finance leadership, Production, and Operations to proactively identify risks, resolve gaps, and maintain clean financial data across all active work.

This is a highly hands-on role requiring strong ownership, attention to detail, and the ability to operate independently in a fast-paced environment.

WHAT YOU'LL DO

  • Own end-to-end revenue tracking across assigned clients or business units, ensuring accuracy, completeness, and timeliness
  • Reconcile client POs and contracts to revenue, ensuring alignment and proper documentation
  • Review active jobs to identify missing revenue, unbilled work, and aging or stale WIP
  • Partner with billing and operations teams to ensure timely and accurate invoicing
  • Support month-end and quarter-end close by delivering accurate, audit-ready financial data
  • Maintain and improve revenue tracking tools to ensure data consistency and integrity
  • Prepare quarterly reporting packages and financial control documentation
  • Partner with leadership to review and validate client revenue forecasts
  • Proactively identify revenue risks, documentation gaps, and process breakdowns
  • Ensure adherence to internal financial controls and revenue recognition requirements
  • Drive consistency and discipline across revenue tracking processes

WHAT YOU'LL NEED

  • Experience in finance, client finance, or revenue operations
  • Experience with revenue tracking, WIP management, billing, or financial reporting
  • Strong attention to detail and organizational skills
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Strong cross-functional collaboration and communication skills
  • Proficiency in Excel (required); experience with ERP systems (e.g., Maconomy) a plus
  • Experience working in a SOX-controlled environment and understanding of internal controls is a plus

ABOUT US

Born in 2001, Code and Theory is a digital-first creative agency that sits at the center of creativity and technology. We pride ourselves on not only solving consumer and business problems, but also helping to establish new capabilities for our clients. With a global client roster of Fortune 100s and start-ups alike, we crave the hardest problems to solve. We have teams distributed across North America, South America, Europe, and Asia. The Code and Theory global network of agencies is growing and includes Kettle, Instrument, Left Field Labs, Create Group, Current, and TrueLogic.

Striving never to be pigeonholed, we work across every major category: from tech to CPG, financial services to travel & hospitality, government and education to media and publishing. We value the collaboration with our client partners, including but not limited to Adidas, Amazon, Con Edison, Diageo, EY, J.P. Morgan Chase, Lenovo, Marriott, Mars, Microsoft, Thomson Reuters, and TikTok.

The Code and Theory network is comprised of nearly 2,000 people with 50% engineers and 50% creative talent. We’re always on the lookout for smart, driven, and forward-thinking people to join our team.

The base compensation range for this role is $65,000 – $80,000 and spans multiple levels. We're open to hiring at the level that best matches the right candidate's experience. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, budget, and location.

Code and Theory New York, New York, USA Office

1 World Trade Center, 285 Fulton Street, 62nd Floor, New York, NY, United States, 10007

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account