Client Finance Manager
About The Position
The Client Finance Manager will collaborate closely with account leaders and teams to effectively manage client financials. This role involves proactively consulting on business performance and client financials, making recommendations for growth and fiscal performance, and managing the client billing process. The position also requires reviewing and approving client contracts, partnering on revenue projections, assisting with month-end and year-end close processes, executing Accounts Payable functions, and preparing financial reports. Additionally, the role supports cash flow management, setting performance goals, assisting with audits, and performing ad hoc reporting and analysis.
Requirements
- Bachelor’s degree in accounting or finance with 2-4 years (internships count!) of professional work experience, or equivalent overall applicable work experience
- Microsoft Office expertise (with heavy emphasis on Excel)
- Effective communicator, capable of working with agency executives and demonstrated ability to translate financials clearly to all audiences
- Proactive, organized, detail-oriented, with a strong work ethic
- Able to multitask, prioritize work, and meet multiple deadlines
- Excellent analytical and problem-solving skills
- Overtime as necessary
- Candidates must local to the DFW area and willing to be onsite in the Irving office 3 days a week.
Nice To Haves
- Experience in professional services firms and/or ‘billable hours’ environment is highly preferred
- Experience with process and financial system improvement is preferred
- Microsoft Business Dynamics AX/D365, Cognos and/or IBM Planning Analytics experience is a plus
- HFM experience a plus
Responsibilities
- Collaborate closely with account leaders team to effectively manage client financials
- Proactively consult account lead & team on current and trending business performance and client financials, and make recommendations for growth, portfolio health and overall fiscal performance to drive results and align with company goals
- Manage client billing process and reporting
- Review and approve client contracts and Statement of Work (SOW) pricing
- Work strategically with account leads to ensure healthy client financials, portfolio performance, expense-planning, KPI performance, and company & corporate governance adherence
- Partner with Account & Project Management teams in revenue projection assembly and revisions
- Assist in month-end and year-end close processes, including reconciliations and journal entries
- Execute Accounts Payable function, including invoice coding and vendor disbursements
- Prepare and analyze financial reports such as general ledger actuals, Statement of Work (SOW) tracking, and client reconciliations ensuring accuracy and compliance with accounting principles
- Partner closely with Account leaders to ensure healthy cash flow management
- Assist in setting & driving performance goals for assigned client accounts/book of business
- Assist with internal and external audits
- Ad hoc reporting & analysis for the Finance or Account team, as needed
Benefits
- We work a hybrid schedule - 3 days in our office and 2 days working from home.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
