Client Finance Manager

Walton Isaacson•Culver City, CA

17d•$110,000 - $130,000•Hybrid

About The Position

Walton Isaacson, LLC’s (“WI”) Client Finance Manager role is an essential contributor to the success of the agency’s financial operations. This role provides financial partnership and accountability support to account teams and production departments, ensuring sound fiscal management, accurate labor tracking, and strong budget-to-actual discipline. The individual in this role must be highly analytical, collaborative, and results oriented. Location: Culver City, CA - Hybrid (Candidates must be able to work on-site 3 [or more per the needs of the business] days per week during designated work hours.)

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
5 to 10+ years of progressive experience in client finance, financial planning and analysis, or a related role, preferably within a marketing, advertising, or professional services firm.
Proficiency in Microsoft Excel, including use of pivot tables, VLOOKUP, and advanced formulas.
Familiarity with enterprise financial systems; experience with Deltek Maconomy is preferred.
Strong written and verbal communication skills.
Proven ability to manage multiple priorities independently while maintaining accuracy and timeliness.
Demonstrated experience analyzing financial data and developing insights to guide business decisions.

Nice To Haves

Knowledge of client master services agreements (MSAs) and statements of work (SOWs).
Experience managing fee-based scopes and understanding the alignment between fees and labor plans.
Prior responsibility for labor tracking systems or time entry compliance.

Responsibilities

Serve as the primary financial partner to assigned account teams, providing insights and support related to client scopes, budgets, and staffing plans.
Schedule and lead monthly financial reviews for assigned accounts, including reporting on revenue, time tracking, billing status, and financial performance.
Prepare detailed analyses of labor tracking data and variances between actual spending and budgeted allocations.
Manage the fee component of client scopes to ensure alignment between service delivery, staffing assumptions, and compensation.
Monitor client budgets, including labor, production, and out-of-pocket (OOP) expenses.
Forecast revenue and billings in partnership with the broader Finance and Accounting team.
Maintain integrity across all financial reporting systems and ensure compliance with internal controls and client financial requirements.
Manage the accounts receivable process, monitor aging reports, and escalate issues to senior leadership as needed.
Oversee monthly reconciliations, job closeouts, and preparation of billing summaries and profitability reports.
Support compliance with time entry expectations across departments.
Assist with month-end close activities, including journal entries and reconciliations.
Participate in internal and external audit processes as required
Demonstrate behavior consistent with WI’s standards of conduct.
Duties may be modified or assigned at any time to meet the needs of the business.