At a Glance
- Tasks: Support financial planning, reporting, and analysis for major clients in a dynamic environment.
- Company: Join a leading creative agency that values authenticity and diversity.
- Benefits: Hybrid work model, professional development, and a culture of inclusion.
- Other info: Opportunity to work with top brands and develop your career in finance.
- Why this job: Make an impact on global brands while growing your finance skills.
- Qualifications: 2+ years experience, strong analytical skills, and proficiency in Excel.
The predicted salary is between 37800 - 46200 £ per year.
- Reporting Location: London - 16 Hatfields
- Workplace Type: Hybrid
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 Mc Donald’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.
Finally, we guarantee that you will leave changed. Because we help our people achieve their goals.
So come here to experience. To experiment. To make mistakes. To challenge your own limits.
- WHAT YOU WILL BRING TO THE ORGANIZATION
- Financial
- o Supporting the development of annual client financial plans in collaboration with client teams and Finance Managers.
- o Ensuring proper revenue and client expense recognition in accordance with revenue recognition guidelines and monthly close schedule.
- o Analysing and explaining any revenue variances against KPIs.
- o Liaising with account teams across new revenue streams to ensure accurate financial planning
- o Assisting with the preparation of monthly presentations to client leadership
- o Prepare and analyse monthly client reporting packs and provide meaningful commentary to the teams to aid decision‑making.
- o WIP and project management and ownership.
- o Preparing ad‑hoc client analysis as directed by supervisor.
- o Support the client teams with project reconciliations and closure.
- o Meeting agency and client‑specific reporting requirements, ensuring timely and accurate completion.
- o Preparing and analysing pricing estimates for new projects, ensuring accuracy, adherence to contractual terms and an appropriate level of profitability.
- o Ensuring rate cards and pricing matrices are maintained and up‑to‑date
- o Maintaining pricing records to enable consistency and informed pricing decisions for future projects
- o Meeting agency and client‑specific reporting requirements, ensuring timely and accurate completion.
- o Supporting supervisors in securing appropriate client approvals and documentation to enable set up and invoicing
- o Tracking audit requests via Connect – providing the team with weekly updates and chasing outstanding items
- o Pulling cash receipts, remittances, and proof of delivery from the systems and generally assisting the team to close audit queries in a timely manner
- o Consolidating and maintaining audit records for ease of use
- o Analysing all TWC components to achieve established targets.
- o Ownership of the billing process – to ensure invoicing is accurate, timely, and issued in accordance with client contractual billing guidelines.
- o Ensuring all client invoices have accurate information, including the correct tax codes and rates.
- o Updating account teams on TWC issues, driving for follow‑up as needed.
- o Resolving/escalating TWC issues as required.
- o Ad‑hoc projects as assigned.
- o 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 Net Suite a plus
- • Familiarity with Power BI a plus
- #J-18808-Ljbffr
Client Financial Analyst employer: Morgan Street Holdings
At tms, we pride ourselves on being an exceptional employer, offering a vibrant work culture that champions authenticity and diversity. Located in the heart of London, our hybrid workplace fosters collaboration and innovation, providing employees with ample opportunities for professional growth and development while working with iconic brands like McDonald's. Join us to be part of a dynamic team where your ideas are valued, and you can truly make an impact in the fast-paced world of marketing.
StudySmarter Expert Advice🤫
We think this is how you could land Client Financial Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Morgan Street Holdings. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Financial Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Morgan Street Holdings.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Morgan Street Holdings's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Morgan Street Holdings
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Morgan Street Holdings.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Morgan Street Holdings will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Morgan Street Holdings employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
