Client Finance Manager

W2O   •  

Chicago, IL

Less than 5 years

Posted 242 days ago

This job is no longer available.

W2O Group is seeking a Client Finance Manager to join our growing team. The Client Finance manager is responsible for running the day-to-day financial management of an account or series of accounts. Responsibilities include being the primary support to Account leads, assist in resourcing, revenue forecasting and project management. This position reports to VP of Client Finance and partners closely with various members of other agency departments, including Account Management and Legal. Finance managers must be proactive and talented at fostering collaborative relationships with internal and external stakeholders.


· Revenue reporting - Monthly, YTD, FY
· Client reporting and reconciliation
· Analyze staffing utilization and billability
· Manage client scopes and scope change orders
· Manage and track client PO’s
· Effectively manage and track projects
· Ensure timely billing of agency fees and out of pocket expenses
· Manage billing approvals
· Manage the opening and closing of projects
· Collaborate with Finance team
· Gatekeeper for MSAs, OpenAir, all legal content to ensure it all reconciles


· Must possess sound judgment skills & be self-motivated with the ability to work independently
· Deliver quality work
· Adjust priorities to respond to pressing and changing demands –meet deadlines by managing time & priorities
· Appropriately involve others in a process or decision to ensure their support
· Maintain working knowledge of functional area policies and procedures and general knowledge of company policy and procedures
· Deliver proactive data that is relevant & whereby key decisions can be made
· Professional communication manner and ability to triage messages when appropriate
· Exhibit a positive, pro-active “can do” attitude with all team members and is willing to pitch in whenever needed
· Detail focused


· Bachelor’s Degree in Accounting, Finance, Economics or Business Administration is required
· 3+ years Client Finance/FP&A/Finance experience
· Experience working in Advertising/Public Relations firm preferred
· Intermediate to advanced knowledge of Microsoft Office products, specifically Microsoft Excel, Word, and Outlook
· Experience with enterprise level financial systems