Full Job Description
The Client Finance Manager has financial support for client account teams, with responsibility for client-specific billing models, budgeting, staffing plans, revenue recognition support, project profitability visibility, reconciliations, cross-SBU revenue allocation, AR follow-up, and client financial reporting.
This role is well suited for a finance professional who combines analytical rigor, commercial judgment, and strong stakeholder management to support client profitability and operational accountability within the advertising and marketing industry.
Core Accountabilities
• Serve as the primary finance partner for client account teams, supporting budgets, staffing plans, estimates, SOWs, and project-level financial performance.
• Own client-specific billing processes across pre-bill, fixed fee, hourly, Flex Team, portal-submission, and project-leader-triggered billing models.
• Prepare monthly billing reporting, labor reconciliations, staffing plan analysis, and client financial reporting to support timely business decisions.
• Support month-end project accounting, revenue recognition, deferred revenue, and true-up reconciliations based on approved time sheets, billing rules, and program trackers.
• Manage client-facing staffing plans and support account teams in SPP, NetSuite, Program Trackers, SharePoint, and related finance tools to ensure accurate planning, forecasting, billing, and documentation.
• Ensure adherence to contract billing policies, workflow procedures, client purchase order requirements, portal submission rules, and required work or payment authorizations.
• Maintain invoice control documentation by ensuring each invoice is recorded consistently across SPP, Program Trackers, SharePoint, monthly invoice summaries, and applicable checklists.
• Coordinate cross-SBU billing, time transfers, revenue allocation, journal entries, month-end close support, and intercompany payables and receivables activity as needed.
• Monitor accounts receivable status, follow up on aged balances, and escalate collection or billing issues that may affect client financial health.
• Support ad hoc financial analysis, reporting, and process improvement projects as assigned.
Qualifications
• Bachelor's degree in accounting, finance, or a related field required.
• 4+ years of financial analysis and/or accounting experience, preferably within advertising, marketing, public relations, professional services, or another client-service environment.
• Strong understanding of accounting principles, including balance sheet activity, accounts receivable, P&L reporting, reconciliations, revenue recognition, deferred revenue, billing controls, and month-end close processes.
• Demonstrated analytical rigor, financial judgment, and ability to translate data into clear business insights.
• Strong communication and stakeholder management skills, with the ability to work effectively across account, finance, and operations teams.
• Advanced Excel proficiency and strong systems fluency, including the ability to learn and work across planning, accounting, billing, reporting, and document-control applications quickly.