Financial Operations Manager

Moroch Partners • Dallas, TX

6h • Hybrid

About The Position

The Financial Operations Manager leads end-to-end financial operations for a single client, ensuring billing, reconciliations, commitments, debits, co-op activity, and supporting documentation are accurate, timely, and compliant with client and agency requirements. The role oversees invoice readiness and media financial controls, validates billing support, reconciles vendor and client transactions, resolves discrepancies, and coordinates with account, creative, media, trafficking, and finance teams to maintain operational continuity and reduce financial risk.

The position monitors budgets, pacing, balances, and spend performance; produces financial reporting and analysis; and supports month-end close through accurate accruals, approvals, reconciliations, and audit-ready documentation. It also provides day-to-day leadership for the billing team, including coaching, training, workload management, quality oversight, process improvement, and maintenance of billing procedures and workflow documentation. Travel may be required up to approximately 10% of the time.

Requirements

• Bachelor's degree in finance, accounting, business, or a closely related field, or equivalent practical experience.
• Demonstrated experience leading complex billing operations in an advertising, media, or co-op-intensive environment.
• Experience with vendor invoice validation, budget pacing, commitments or debits management, and system exception resolution.
• Experience providing day-to-day leadership, coaching, workload management, and quality oversight for billing or finance staff.
• Typically 7 or more years of progressively responsible experience in finance operations, accounting, media finance, or agency business management.
• Experience with invoice review, financial reconciliations, accrual support, variance analysis, reporting, and month-end financial processes.
• Demonstrated experience improving financial processes, controls, documentation, or reporting workflows to increase efficiency, accuracy, and scalability.

Nice To Haves

• Professional certifications, specialized training, continuing education, or other demonstrated investment in finance, accounting, business operations, financial systems, or process improvement.
• Proficiency with enterprise financial, agency management, media, or client partner systems such as NetSuite, Advantage, Prisma, or similar platforms.

Responsibilities

• Lead day-to-day financial operations across client-related projects, media activity, and co-op programs, coordinating with Account Management, Creative, Media Operations, Trafficking, and Finance.
• Oversee agency-to-client billing, including Tier 3/KTC billing, by validating support, reviewing invoice accuracy and completeness, and ensuring compliance with agency and client procedures.
• Direct review and reconciliation of media vendor invoices, authorizations, placements, costs, and flight dates against approved media plans and budgets.
• Manage financial operations for co-op funding programs and tiered contracts, including commitments, debits, balances, advertising activity, participant transactions, and supporting documentation.
• Collect, validate, submit, and reconcile commitments and debit activity; investigate rejected transactions, system kickouts, unapplied debits, and other exceptions through resolution.
• Track budgets, pacing, co-op utilization, dealer balances, and spend; analyze variances, identify discrepancies and financial risks, and recommend corrective action.
• Develop, maintain, and distribute recurring and ad hoc financial reports, including debit detail reports, budget analyses, reconciliation summaries, and operational metrics.
• Coordinate month-end close readiness by ensuring reconciliations, accrual support, billing documentation, approvals, and financial records are accurate, complete, and audit-ready.
• Provide day-to-day leadership, training, coaching, workload management, and quality oversight for the billing team.
• Improve workflows, controls, system utilization, and operational scalability; maintain billing procedures, workflow documentation, and operational standards.
• Model and promote the agency values of Humanity, Diversity, Integrity, Tenacity, and Curiosity.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) with company match
• Generous paid time off
• Paid holidays
• Give-back time for volunteering
• Hybrid work
• Mental health and wellbeing resources
• Fitness reimbursement
• Paid parental and child-bonding leave

What This Job Offers

• Job Type: Full-time
• Career Level: Manager