About The Position
The Client Finance Manager has financial support for client account teams, with responsibility for client-specific billing models, budgeting, staffing plans, revenue recognition support, project profitability visibility, reconciliations, cross-SBU revenue allocation, AR follow-up, and client financial reporting. This role is well suited for a finance professional who combines analytical rigor, commercial judgment, and strong stakeholder management to support client profitability and operational accountability within the advertising and marketing industry.
Requirements
- Bachelor’s degree in accounting, finance, or a related field required.
- 4+ years of financial analysis and/or accounting experience, preferably within advertising, marketing, public relations, professional services, or another client-service environment.
- Strong understanding of accounting principles, including balance sheet activity, accounts receivable, P&L reporting, reconciliations, revenue recognition, deferred revenue, billing controls, and month-end close processes.
- Demonstrated analytical rigor, financial judgment, and ability to translate data into clear business insights.
- Strong communication and stakeholder management skills, with the ability to work effectively across account, finance, and operations teams.
- Advanced Excel proficiency and strong systems fluency, including the ability to learn and work across planning, accounting, billing, reporting, and document-control applications quickly.
Responsibilities
- Serve as the primary finance partner for client account teams, supporting budgets, staffing plans, estimates, SOWs, and project-level financial performance.
- Own client-specific billing processes across pre-bill, fixed fee, hourly, Flex Team, portal-submission, and project-leader-triggered billing models.
- Prepare monthly billing reporting, labor reconciliations, staffing plan analysis, and client financial reporting to support timely business decisions.
- Support month-end project accounting, revenue recognition, deferred revenue, and true-up reconciliations based on approved time sheets, billing rules, and program trackers.
- Manage client-facing staffing plans and support account teams in SPP, NetSuite, Program Trackers, SharePoint, and related finance tools to ensure accurate planning, forecasting, billing, and documentation.
- Ensure adherence to contract billing policies, workflow procedures, client purchase order requirements, portal submission rules, and required work or payment authorizations.
- Maintain invoice control documentation by ensuring each invoice is recorded consistently across SPP, Program Trackers, SharePoint, monthly invoice summaries, and applicable checklists.
- Coordinate cross-SBU billing, time transfers, revenue allocation, journal entries, month-end close support, and intercompany payables and receivables activity as needed.
- Monitor accounts receivable status, follow up on aged balances, and escalate collection or billing issues that may affect client financial health.
- Support ad hoc financial analysis, reporting, and process improvement projects as assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
