This position is based fully in-office at our headquarters in Stamford, CT. 

About The Lockwood Group: We are a leading medical communications agency, committed to the precise and effective dissemination of scientific and medical content to global healthcare communities. Our collaborations with innovative pharmaceutical companies are instrumental in translating complex scientific data into clear, impactful narratives that advance healthcare knowledge and practice. Our corporate culture emphasizes precision, collaborative synergy, and continuous professional development.

Summary: Own core GL activities - journal entries, reconciliations, and period‑end tasks—to ensure accurate, timely financial statements and strong balance‑sheet hygiene. This position offers an excellent opportunity for a dedicated professional to develop their career within a structured and supportive financial environment.

Key Responsibilities:

• Prepare monthly journal entries and support month‑end close.
• Complete balance‑sheet account reconciliations; investigate/clear variances.
• Maintain weekly PO analysis; reconcile American Express accounts.
• Partner with AP on invoice flow and coding quality.
• Review T&E reports for policy compliance.
• Prepare quarterly commission statements.
• Review/approve new vendor requests and add vendors to the financial system.
• Educate teams on purchasing/AP/cash‑disbursement policies.
• Support external audits; respond to internal inquiries; provide ad‑hoc reporting.
• Stakeholder Communication - Proactively communicate with account/meetings teams; surface issues early and close the loop on resolutions.

Education: Associate’s/Bachelor’s in Accounting, Business, or related field required.

Professional Skills and Requirements:

• Highly organized; able to prioritize and meet deadlines in a fast‑paced environment.
• Strong analytical skills; comfortable interpreting financial/operational data.
• Clear written/verbal communication; high integrity with confidential information.
• Foundation in accounting principles (double‑entry; accrual vs. cash).
• Excel proficiency (lookups, pivots, formulas); familiarity with Xero, QuickBooks, SAP, Sage or Advantage is a plus.

This position will be based in our Stamford, CT office with the opportunity to work remotely 1-2 days per week. 

About Lockwood: Lockwood collaborates with clients in the pharmaceutical, biotech, and medical device industries to identify effective, holistic, science-based strategies to address their objectives through medical communications. Our clients count on us to challenge their assumptions and help them creatively navigate around obstacles. From strategy through execution, we focus on accuracy, transparency, and scientific value to create programs that are evidence-based, clinically relevant, and contribute to the development of our clients’ brands. Over a third of our staff hold advanced scientific or medical degrees, and most work from where they live. Because our flexible structure provides better work-life balance, we attract the best talent, facilitate their best work, and as a result, are more responsive to our clients, wherever and whenever they do business.

Summary: The Finance Analyst is responsible for developing and enhancing complex financial models and reporting tools. This role involves conducting in-depth financial analysis, supporting continuous process improvements, and delivering actionable insights to internal teams and leadership. The person in this role effectively communicates and collaborates with account teams and provides training on best practices. Success in this role requires strong analytical and communication skills, a proactive problem-solving mindset, and the ability to thrive in a dynamic, fast-paced environment while managing relationships across all levels of the organization.

Key Responsibilities:

• Develop and enhance complex financial models, reporting templates, and processes to improve reporting accuracy and efficiency and support strategic initiatives.
• Support continuous improvement of financial processes and infrastructure
• Analyze and translate financial data reviews into actionable insights, and strategic recommendations to leadership and support internal account teams.
• Ensure expectations are met for internal and client reporting processes by maintaining ongoing communication with account team members, and troubleshooting as necessary.
• Provide training where necessary to ensure best practices are followed.
• Assist in preparing presentations for internal stakeholders.

Education: Bachelor’s degree in Finance, Accounting, Economics or a related field required.

Professional Skills and Requirements:

• 2–5 years of experience in financial analysis or related role; agency experience is a plus.
• Strong Excel and financial modeling skills;
• Familiarity with BI tools (especially PowerBI) is a plus

This is a full-time position that will be based in-office in Stamford, CT. 

We are seeking a highly organized and meticulous individual to join our accounting team as an Accounts Receivable Coordinator. This pivotal role will primarily support our Accounts Receivable/Billing function, contributing directly to the financial health and operational efficiency of our organization. This position offers an excellent opportunity for a dedicated professional to develop their career within a structured and supportive financial environment.

About Lockwood: Lockwood collaborates with clients in the pharmaceutical, biotech, and medical device industries to identify effective, holistic, science-based strategies to address their objectives through medical communications. Our clients count on us to challenge their assumptions and help them creatively navigate around obstacles. From strategy through execution, we focus on accuracy, transparency, and scientific value to create programs that are evidence-based, clinically relevant, and contribute to the development of our clients’ brands. Over a third of our staff hold advanced scientific or medical degrees, and most work from where they live. Because our flexible structure provides better work-life balance, we attract the best talent, facilitate their best work, and as a result, are more responsive to our clients, wherever and whenever they do business. 

Summary: As an AR/Billing Coordinator, you will assume a critical role in upholding the seamless financial operations of our company. Your primary responsibilities will encompass comprehensive support for our Accounts Receivable (AR) function, directly impacting cash flow management and the integrity of financial reporting. This is a hands-on position designed to provide extensive practical experience across a spectrum of essential accounting processes.

Responsibilities: 

• Accounts Receivable (AR):
  • Generate, issue, and distribute client invoices with meticulous accuracy and adherence to predefined timelines for assigned client accounts.
  • Proactively collaborate with operational teams on billing deadlines
  • Execute thorough reconciliation of customer accounts and individual client jobs (i.e. projects), identify and resolve discrepancies, and investigate unapplied payments.
  • Open and close client accounts/jobs and prepare estimates of time and cost.
  • Demonstrate flexibility for the needs and trends of the business (i.e., the timing of a large conference or other live event may impact billing submissions)
  • Provide support for month-end and year-end closing procedures pertinent to accounts receivable.
  • Assist with internal and external inquiries as needed.
  • Provide ad hoc financial analysis and reporting as requested.
• Internal Client Relations: 
  • Proactively manages relationship with internal team members and builds rapport.
  • Ensures internal client expectations are met by maintaining ongoing communication (written and verbal) with account team members and meetings team and troubleshooting problems/issues, as necessary.

Qualifications:

• Education:
  • An Associate's or Bachelor's degree in Accounting or Business Administration, or a closely related discipline is preferred but not required.
• Skills & Experience:
  • Exceptional attention to detail.
  • Strong organizational and time management capabilities, with the demonstrable ability to effectively prioritize multiple tasks and meet deadlines. 
  • Excellent communication skills, both written and verbal, for effective interaction with client, vendors and internal stakeholders.
  • A proactive, results-oriented approach with an aptitude for continuous learning and adaptation to new challenges.
  • Ability to perform effectively both autonomously and as an integral member of a collaborative team environment.
  • Strong integrity and a high degree of discretion in handling sensitive and confidential financial information. 
  • A foundational understanding of fundamental accounting principles (e.g., double-entry bookkeeping, accrual basis, cash bases). 
  • Demonstrated proficiency in MS Excel, including the effective utilization of functions such as VLOOKUPs, pivot tables and advanced formulas. 
  • Prior exposure to reputable account software platforms (e.g., Xero, QuickBooks, SAP, Sage, Advantage) is adventageous.