Director, Client Finance

Adelphi Group•New York, NY

3d•$150,000 - $180,000•Hybrid

About The Position

The Director, Client Finance serves as the lead finance partner for assigned client accounts and agency leadership teams. The role provides financial guidance to support agency growth, client retention, and profitability, translating complex financial information into actionable insights for non-financial stakeholders. It identifies financial risks and opportunities and recommends actions to improve margins, operational efficiency, staffing models, and revenue performance. The position leads client portfolio financial management, including revenue, profitability, staffing economics, forecasting, revenue recognition analysis, margin tracking, and financial risk assessment. It supports commercial negotiations and reviews statements of work, master service agreements, amendments, pricing models, staffing plans, and proposals. It also works with controllership, shared services, and Media Finance on revenue treatment, billing, collections, working capital, balance-sheet integrity, and financial controls. The Director leads monthly forecasting and annual budgeting for assigned business units and accounts, analyzes financial performance, and prepares reporting for agency leadership and executive stakeholders. The role partners across client leadership, account management, Commercial Finance, Growth, Resource Management, HR, procurement, operations, and shared services. It also provides subject-matter guidance, training, coaching, and knowledge sharing to strengthen Client Finance capabilities. Omnicom policy requires employees, to the extent permitted by local law, to work in the office at least three days per week unless their agency or manager directs additional in-office days. The listed salary range is $150,000–$180,000.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
At least 8 years of progressive experience in finance, FP&A, client finance, commercial finance, accounting, or professional services financial management.
At least 3 years of people management experience.
Experience supporting client-facing organizations in advertising, media, marketing, consulting, professional services, or related industries.
Strong financial modeling, budgeting, forecasting, and analytical skills.
Demonstrated experience managing revenue, profitability, and working capital.
Advanced proficiency in Microsoft Excel and financial reporting tools.
Strong communication and presentation skills with executive-level stakeholders.
Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

MBA, CPA, CMA, or another relevant professional certification.
Experience in a media agency, holding company, marketing services organization, or integrated communications environment.
Experience supporting production, content studio, influencer, commerce, or marketing operations business units.
Knowledge of revenue recognition principles and contract review processes.
Experience with ERP, planning, and financial reporting systems such as SAP, OneStream, Workday, Hyperion, or Power BI.
Proven success leading process improvement and transformation initiatives.

Responsibilities

Serve as lead finance partner for assigned client accounts and agency leadership teams, providing guidance that supports growth, retention, and profitability.
Translate financial information into actionable insights and influence business decisions through analysis and recommendations.
Identify and communicate financial risks, opportunities, and corrective actions to improve margins, operational efficiency, staffing models, and revenue performance.
Drive improvements to financial accuracy, reporting, automation, operational efficiency, and scalability.
Coordinate workload priorities and deliverables with FP&A support resources and partner teams; serve as a subject-matter expert for client finance processes, tools, reporting standards, and commercial finance practices.
Train and coach finance team members on forecasting, revenue recognition, profitability analysis, billing discipline, and working capital management; facilitate documentation, knowledge sharing, and cross-training.
Oversee revenue, profitability, staffing economics, and financial risk for an assigned portfolio of client accounts.
Lead client-level forecasting, revenue recognition analysis, margin tracking, and risk and opportunity assessment; evaluate performance against budgets, forecasts, staffing plans, SOW commitments, and profitability targets.
Support commercial negotiations and review SOWs, MSAs, amendments, pricing models, staffing plans, and commercial proposals for financial impact, compliance, and execution risk.
Support new business and scope changes through financial modeling, profitability analysis, and scenario planning.
Partner with controllership and shared services on revenue recognition matters and ensure revenue treatment aligns with policy, accounting standards, and contract terms, including ASC 606.
Oversee timely and accurate client billing with Media Finance and monitor accounts receivable, collections, disputed balances, unapplied cash, accruals, reserves, and other working capital items.
Resolve billing and collection issues with business, controllership, and shared services teams; maintain balance-sheet integrity and support audits and management reviews.
Partner with agency leadership on financial planning, staffing investments, and profitability management.
Manage Production and WIP jobs, review project performance, reconciliations, accruals, and job profitability, and maintain a clean balance sheet.
Ensure appropriate financial controls over vendor spend, project tracking, and client billings, with clear ownership for integrated projects across operating units.
Lead monthly forecasting and annual budgeting; develop assumptions and scenario analyses for revenue, staffing, investment, and profitability decisions.
Analyze revenue, gross income, labor costs, utilization, profitability, and operating expenses; perform variance analysis against forecasts, budgets, and prior periods.
Prepare and present monthly, quarterly, and annual financial reporting packages and maintain financial dashboards and reporting tools.
Build relationships and collaborate with client leadership, account management, shared services, procurement, HR, operations, executive leaders, Commercial Finance, Growth, and Resource Management.
Act as a trusted financial advisor on matters affecting client performance and operational effectiveness.