Client Finance Manager

CourtAvenue•Los Angeles, CA

About The Position

CourtAvenue is seeking a detail-oriented Client Finance Manager to join its Finance team at a fast-paced digital agency. The role partners with client account teams and agency leadership to maintain financial integrity and transparency and provide strategic insight for client engagements across the agency. It supports multiple business units, campaigns, and client deliverables, bridging operational execution and financial performance. The position works closely with Accounting, Client Operations, and Business Innovations and reports to the Manager, Accounting.

Requirements

  • Bachelor’s degree in Finance, Accounting, or a related field.
  • At least 5 years of experience in client finance; the posting also specifies 4–6 years of accounting experience, preferably in digital agency, marketing services, media, or entertainment environments, with increasing complexity, responsibility, and accountability.
  • Comprehensive knowledge and understanding of internal finance controls.
  • Ability to self-audit and maintain a very high level of accuracy.
  • Excellent verbal, written, and communication skills.
  • Ability to maintain strict confidentiality and privacy safeguards.
  • Ability to prioritize and manage multiple projects and deadlines in a complex, fast-paced environment.
  • Experience in digital or creative agencies or SaaS-oriented service businesses.
  • Solid understanding of agency workflows, including time-and-materials billing and project-based accounting.
  • Willingness to learn and adapt to changing priorities.
  • Proactive, team-oriented, and collaborative working style.
  • Excellent organizational and project management skills.
  • Advanced Excel skills, including pivot tables and VLOOKUP, for reporting and reconciliations.
  • Experience with NetSuite or similar ERP systems.
  • Strong analytical and problem-solving capabilities, as well as AI experience.
  • Understanding of intercompany and global consolidation practices.
  • Experience working with agency management systems such as NetSuite or ClickUp.

Nice To Haves

  • MBA or CPA.
  • Experience in digital advertising, creative agency, or professional services environments.

Responsibilities

  • Own financial oversight for a portfolio of client accounts, including revenue forecasting, margin analysis, and reporting.
  • Collaborate with Business Innovations and Client Operations to align scopes of work with financial objectives.
  • Monitor project burn and budget utilization, and proactively flag risks, underages, and overages.
  • Lead monthly and quarterly financial reviews with internal stakeholders and clients as needed.
  • Work with the Accounting Manager and Client Operations to generate timely and accurate client invoices during month-end close and as needed across CourtAvenue Collective, including CourtAvenue, Gigantic Playground, CourtAvenue LATAM, and Botscrew, in accordance with client contract terms and Client Operations feedback.
  • Oversee monthly revenue accruals and ensure compliance with agency accounting policies for time-and-materials and fixed-fee engagements.
  • Manage work-in-progress, billing passthrough costs, accrued revenue, deferred revenue balances, and schedules.
  • Manage client rate cards, billing classes, and other client setup requirements.
  • Develop and maintain accurate forecasts with delivery leads.
  • Support annual budgeting with detailed projections by client and project.
  • Provide variance analysis and insights on actuals versus forecast.
  • Develop and deliver dashboards and KPIs for client teams and executive leadership.
  • Identify account trends, risks, and opportunities to improve profitability and efficiency.
  • Maintain month-end trackers and reports, including Revenue by Client and Deferred Revenue schedules.
  • Serve as the financial point of contact for client teams, legal, operations, and finance stakeholders.
  • Drive continuous improvement in finance-related processes, tools, and controls.
  • Support audits, client financial queries, and contract reviews as needed.
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