Client Finance Analyst

dentsu•Charlotte, NC

5d•$54,000 - $83,088•Hybrid

About The Position

About You We are looking for candidates with a minimum of 3 – 5 years’ experience in a similar role. This could be agency, brand or rights holder side. You are excited by the prospect of working on award winning sponsorship accounts, passionate about being part of a high performing team and being integral to an achieving agency. You are also confident, motivated, have excellent attention to detail and looking forward to working in the industry. Preferred Qualifications · Bachelor’s degree in finance, Accounting, Business, or related field · Experience supporting revenue recognition and month-end close processes · Familiarity with time & expense systems and project management tools in an agency environment Key Competencies · Highly detail-oriented with strong follow-through · Strong analytical and problem-solving skills · Process-driven with a focus on accuracy and consistency · Clear communicator who can translate financial requirements into practical guidance · Comfortable managing multiple jobs and deadlines simultaneously · Demonstrates curiosity, initiative, and a commitment to continuous learning · Internally focused, collaborative, and service-oriented Preferred Skills & Experience · 3–5 years of finance experience in project accounting, or operational finance within a marketing, advertising, creative, or professional services agency · Exposure to job costing, project reconciliation, and agency billing · Understanding of agency revenue models, including retainers, project-based work, and passthrough costs · Advanced Excel skills and experience with ERP systems · Proven ability to work cross-functionally with stakeholders outside of a finance team

Requirements

3 – 5 years’ experience in a similar role. This could be agency, brand or rights holder side
excited by the prospect of working on award winning sponsorship accounts
passionate about being part of a high performing team and being integral to an achieving agency
confident, motivated
excellent attention to detail
looking forward to working in the industry
Highly detail-oriented with strong follow-through
Strong analytical and problem-solving skills
Process-driven with a focus on accuracy and consistency
Clear communicator who can translate financial requirements into practical guidance
Comfortable managing multiple jobs and deadlines simultaneously
Demonstrates curiosity, initiative, and a commitment to continuous learning
Internally focused, collaborative, and service-oriented

Nice To Haves

Bachelor’s degree in finance, Accounting, Business, or related field
Experience supporting revenue recognition and month-end close processes
Familiarity with time & expense systems and project management tools in an agency environment
3–5 years of finance experience in project accounting, or operational finance within a marketing, advertising, creative, or professional services agency
Exposure to job costing, project reconciliation, and agency billing
Understanding of agency revenue models, including retainers, project-based work, and passthrough costs
Advanced Excel skills and experience with ERP systems
Proven ability to work cross-functionally with stakeholders outside of a finance team

Responsibilities

Own financial setup and ongoing management of jobs and projects across a portfolio of client accounts
Ensure accurate job creation, scope alignment, cost tracking, and budget maintenance throughout the project lifecycle
Partner with Client Engagement Managers to identify, communicate, and resolve budget variances or scope changes
Partner with delivery teams to perform regular job-level reconciliations between project plans, time entry, costs, and financial systems
Ensure WIP, unbilled revenue, and deferred revenue are accurately tracked and reconciled
Support month-end close activities related to client billing and revenue accuracy
Maintain strong financial controls and documentation to support audits and internal reviews
Support account teams with revenue forecasting by validating job data, YTD revenue and projections for the remainder of the year
Monitor actuals vs. forecasted revenue and flag risks or discrepancies to finance leadership and engagement teams
Assist in revenue actualization by ensuring jobs are updated, revenue is recognized appropriately, and financial data reflects project reality across the correct departments
Monitor and analyze client and scope profitability by leveraging time tracking and revenue data
Partner with Client Engagement Managers and Delivery Teams to ensure accurate and timely timesheet entry
Translate time-based data into clear insights on effective utilization, burn rates, and margin performance
Identify profitability risks driven by scope creep, underutilization, or misaligned staffing and escalate proactively
Manage and execute specialized client billing requirements
Coordinate billing for both agency fees and client passthrough costs
Ensure passthrough costs are properly coded, reconciled, and billed in accordance with client contracts
Partner with billing, AP, and delivery teams to resolve billing discrepancies efficiently
Act as the primary finance point of contact for internal delivery and client engagement teams on client-level financial matters
Provide clear, timely guidance to non-finance stakeholders on job tracking, financial processes, and best practices
Support training and enablement of delivery teams on accurate time tracking and job financial hygiene
Identify opportunities to improve job management, reconciliation, and billing processes
Support scalable finance operations as the agency grows