Senior Financial Coordinator

5 days ago

Ottawa, Ontario, Canada Klick Health Full time

About Klick Health: A Life Sciences Leader

Klick Health is an ecosystem of brilliant minds working to realize the full potential of their people and clients in life sciences since 1997. We're a Top 10 Great Workplace, Most Inspiring Culture, Best Workplace for Innovators, and Fastest Growing company.

We know that career paths are seldom simple and straightforward. That's an asset at Klick Health. If you feel like you'd be a good fit for this role, we encourage you to apply and take the first steps to starting your career journey with us.

The Business Manager Role

The Senior Financial Coordinator will assist client success teams (CST) in maintaining client and media financial reports and invoicing. This role has a direct impact on the day-to-day work the project management/delivery team needs to run a successful project/program while providing important data points to leadership for forecasts and decision making.

Key Responsibilities:
  • Maintaining processes and templates to ensure financial information regarding a project/program are accurate and easily reportable
  • Documenting and maintaining client financial reporting requirements, processes, and procedures
  • Maintaining accurate and detailed reporting on Media allocations and spend across platforms
  • Maintaining internal and external financial continuity across several platforms
  • Completing monthly client invoicing
  • Compiling financial information and data to assist project management leadership team in decision making
  • Managing and coordinating client-facing monthly reporting, budgeting, and re-forecasting processes
  • Coordinating with project management, business teams, and finance teams to maintain a cohesive and unified approach to client finances
  • Identifying and/or creating tools to relieve administrative challenges in the project management, media, operations, and finance teams ability to provide a higher level of service to the increasing amount of clients, efficiency, and output

Requirements:

  • 4-6 years of experience in a similar role
  • Advanced Excel / Google spreadsheet capabilities
  • Able to generate query-based reports from a variety of sources
  • Superior attention to detail and organizational skills
  • Works well in a fast-paced environment, taking advantage of all onboarding and growth opportunities
  • Excellent mathematical skills
  • Inquisitive and honest while challenging the status quo
  • Solid communication skills in English, both written and verbal
  • Ability to take on any challenge with a positive and ambitious attitude
  • Comfort with and enthusiasm for integrating AI into your work

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