Senior Director, Client Finance
About The Position
Orchestra is seeking a highly skilled and experienced Senior Director, Client Finance to provide financial leadership, mitigate business risks, partner with business leaders, and lead projects supporting short- and long-term growth and profitability. The role is part of a dynamic Finance team and calls for attention to detail, agility, and effective cross-functional collaboration. The position is based in Orchestra’s New York, New York office on a hybrid basis, with the Finance team working in-office at least three days per week. The Orchestra Finance Team oversees financial results and partners with teams on client finance, growth strategies, and the company’s overall financial health. It supports the integration of partner companies and future acquisitions, drives profitability, and monitors key performance indicators.
Requirements
- At least 6 years of experience in finance or accounting.
- Experience with NetSuite or similar accounting or ERP packages, such as SAP, Anaplan, or Oracle.
- Deep understanding of financial accounting, P&L, balance sheet management, and revenue recognition methodologies.
- Strong financial analysis and planning skills, with demonstrated business acumen.
- Ability to manage workloads, prioritize and streamline tasks, and juggle deadlines while ensuring accuracy.
- Self-starter with a growth mindset who is both a doer and a teacher.
- History of effective team management and leadership, ideally in a high-growth and dynamic organization.
- Ability to identify root causes and solve problems for the long term, including developing practical solutions when needed.
- Consulting- and client-service-oriented approach, with the ability to foster positive internal and external working relationships.
- Comfort working with multiple stakeholders and managing their expectations.
- Excellent verbal and written communication skills, including experience creating executive-level summary presentations.
Nice To Haves
- Agency or client services experience in advertising, PR, communications, media, or legal.
- Government contract experience.
- Working knowledge of media finance and operations.
Responsibilities
- Develop and present monthly and quarterly management reporting, including dashboards, P&Ls, and overservicing reports, as well as forward projections and variance explanations for executive leadership.
- Identify opportunities and provide strategic counsel to managing directors on business decisions, including capacity management, client profitability, and new business proposals.
- Help develop and implement financial integration plans for acquisitions, ensuring systems, processes, and controls support the overall business strategy.
- Maintain client-level financial forecasts for new acquisitions and the digital business unit, identify potential headcount needs, and provide financial modeling.
- Create and lead reports identifying improvement opportunities across practices or clients, and recommend changes that can benefit more than one account.
- Lead annual budgets, including year-over-year analysis and modeling.
- Review expenses, accounts receivable, pre-billing, and work in progress for managed practices.
- Manage vendor selection and relationships, including system implementations with the wider Finance team.
- Work with operations and client teams to identify, design, implement, and manage policy and process updates.
- Drive ad hoc strategic and operational analyses and projects.
- Mentor and train the client finance team and lead the monthly revenue review process.
- Set expectations for junior staff, monitor delegated activities, and motivate others to perform well.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
