Senior Client Finance Manager
About The Position
The Senior Client Finance Manager is a key business partner responsible for overseeing the financial management of client accounts and supporting overall business financial performance. The role supports forecasting, client statement-of-work development, financial planning and analysis, billing and collections, and contractual compliance. It combines financial oversight with hands-on preparation of analyses, reconciliations, and reports. The position works closely with client finance and procurement contacts, Account Management, Project Management, and the Shared Service Center. It provides financial guidance and training to internal teams, supports client and agency decision-making, and identifies opportunities to improve financial processes, controls, reporting, and operational efficiency. The role also provides ad hoc analysis and project support as requested by the CFO.
Requirements
- 4–6 years of relevant finance experience, preferably in advertising, marketing, professional services, or a related industry.
- Bachelor’s degree in Finance, Accounting, or a related field.
- Experience in financial management, including forecasting, budgeting, revenue management, financial analysis, and resource planning.
- Strong analytical and problem-solving skills, including the ability to turn financial information into actionable business insights.
- Advanced proficiency in Microsoft Excel and proficiency in PowerPoint, Word, and other Microsoft Office applications.
- Ability to work cross-functionally and build strong relationships across an organization.
- Ability to collaborate effectively with senior management, clients, and other business stakeholders.
- Excellent written, verbal, and interpersonal communication skills.
- Strong client-service orientation and ability to explain financial concepts clearly to non-finance stakeholders.
- Strong organizational, project-management, and time-management skills, including the ability to prioritize multiple responsibilities and deadlines.
- Sound business acumen, strategic thinking, and strong judgment.
- Attention to detail and commitment to financial accuracy, compliance, and operational excellence.
- Positive, collaborative approach and ability to thrive in a fast-paced agency environment.
- Ability to coach, train, and provide direction to other team members.
Nice To Haves
- An advanced degree or professional certification.
- Knowledge of Microsoft Dynamics AX R3 or a similar financial system.
Responsibilities
- Oversee the financial management of assigned client accounts, including revenue, forecasting, billing, collections, and financial reporting.
- Prepare monthly client fee reconciliations and supporting materials, and lead or participate in monthly client financial meetings.
- Build and maintain relationships with client finance and procurement counterparts.
- Partner with Account Management and Project Management to ensure purchase orders are received, accurate, and updated promptly.
- Support the development and financial review of client scopes of work and estimates.
- Perform weekly rate reviews to ensure accuracy and compliance with client contractual requirements.
- Review accounts receivable monthly and work with internal and client stakeholders to support timely payment of outstanding balances.
- Prepare quarterly client savings and efficiency reports and supporting documentation.
- Track and analyze team hours against contractual agreements, scopes, and staffing expectations to identify financial risks and opportunities.
- Ensure compliance with client contracts and maintain required financial documentation, including MSAs, approved scopes, purchase orders, signed estimates, and monthly fee reconciliations.
- Review outstanding vendor purchase orders and expenses and partner with internal teams to resolve them promptly.
- Collaborate with the Shared Service Center to ensure monthly billing is accurate and completed by the 20th of each month.
- Prepare financial reports, analyses, forecasts, and scenario models to support client and agency decision-making.
- Lead financial discussions with Account Management and Project Management teams and advise them on client financial performance.
- Train Account Management and Project Management team members on Biolumina financial processes and client-specific financial requirements.
- Identify opportunities to strengthen financial processes, controls, reporting, and operational efficiency.
- Provide financial support and service to internal teams, clients, and vendors.
- Support ad hoc financial analyses, reporting, and special projects as requested by the CFO.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
