Finance Associate, Client Accounting

About the Role

Finance Associate (Sales & Order Management / Client Accounting) supporting the contract-to-project setup process within the Client Accounting team. This role focuses on reviewing client contracts, supporting project and billing setup activities, maintaining accurate records, and collaborating with cross-functional teams to ensure engagements are set up correctly for delivery, invoicing, and revenue recognition processes. The Finance Associate plays a key role in operationalizing contract data, maintaining process compliance, supporting SAP project setup activities, and ensuring adherence to established SOPs and governance standards.

Key Responsibilities

• Support the intake, review, and validation of client contracts and related documents (e.g., MSA, SOW, PO) to ensure completeness and readiness for project setup.
• Perform operational checks on contract terms and identify gaps, inconsistencies, or ambiguities, escalating issues to Finance, Legal, or senior team members when required.
• Assist in SAP customer project/WBS and billing setup activities, ensuring contract requirements are accurately translated into project and billing structures.
• Support the creation and maintenance of billing plans, billing items, contract types, work packages, billing schedules, customer references, and related project setup elements.
• Collaborate with Sales, Delivery/Project teams, Finance, and other stakeholders to gather required inputs, resolve setup-related issues, and support timely project activation.
• Maintain accurate records, intake trackers, audit trails, exception logs, and supporting documentation in accordance with established processes and compliance requirements.
• Monitor and provide updates on setup progress, contract intake status, and operational activities while supporting process governance and reporting requirements.
• Validate key contract elements such as deliverables, timelines, payment terms, billing triggers, contract dates, customer references, and billing structures to ensure setup accuracy.
• Support operational reporting and dashboard preparation, including transaction volumes, processing metrics, turnaround times, and rework trends.
• Demonstrate awareness of ASC 606 / IFRS 15 revenue recognition principles, identifying contract terms that may impact downstream financial processes and escalating concerns appropriately.

Requirements & Tech Stack

• Master’s degree in Finance, Economics, Business Administration, Commerce, or a related field with a strong academic record.
• 0-3 years of experience in Sales Operations, Order Management, Client Accounting, Contract Management, Billing Operations, or related finance operations roles.
• Understanding of contract-to-cash, order management, project setup, billing, and finance operations processes.
• Experience working with SAP or similar ERP systems; familiarity with project setup and billing processes is preferred.
• Strong proficiency in Microsoft Office applications, particularly Excel, Word, PowerPoint, and Outlook.
• Basic understanding of professional services contracts, including SOWs, MSAs, purchase orders, billing schedules, and payment structures.
• Awareness of revenue recognition concepts (ASC 606 / IFRS 15) and their impact on project setup and billing activities.
• Strong analytical, problem-solving, and critical-thinking skills with a high degree of accuracy and attention to detail.
• Excellent written and verbal communication skills, with the ability to collaborate effectively across global and cross-functional teams.
• Ability to manage multiple priorities in a fast-paced environment while maintaining strong process discipline, documentation standards, and audit compliance.
• Fluency in English.
• Client-first mentality.
• Intense work ethic.
• Collaborative spirit and problem-solving approach.