About the RoleThe Finance Manager, FP&A/Client Finance will own the commercial and financial health of one of the agency's largest global client relationships. They will partner with global client leads, market leaders, finance, and resource teams to turn account plans into sound staffing, pricing, and account growth decisions. In addition, they will create one clear view of performance and financial constructs across markets and affiliate partners and then use it to help teams grow client value and agency profitability.
While this role will report to the Finance Director, North America it does have a global scope.
ResponsibilitiesClient Finance Leadership & Business Partnership- Serve as the day-to-day finance lead for the client account across all regions partnering closely with account leadership on financial and commercial matters.
- Coordinate forecast and close activity with finance leads in NA, EMEA and APAC and provide a consistent global view of financial performance for the client account.
- Provide clear financial insight to account leaders, identifying risks, opportunities, and actions related to revenue, margin, staffing, scope, and billing.
- Participate in regular leadership, forecasting, staffing, scoping, and business performance discussions and escalate material issues with appropriate context and recommended actions.
Global Account Financial Planning- Own forecasting, planning, and monthly financial reporting across all regions for the client account.
- Lead month-end close activities for the client account, including revenue, costs, accruals, intercompany activity, and project financials.
- Analyze actual performance versus forecast and budget, explain key variances, and drive follow-up actions.
- Monitor project and client profitability, staffing mix, utilization, fee and OOP performance, contribution margin, profit margin, and other key financial indicators
Commercial and Scope Management- Drive staff and capacity planning. Translate scopes and growth plans into staffing models by market, discipline, and seniority. Work with client and resource leads to identify gaps, excess capacity, utilization pressure, and better ways to deploy teams.
- Coordinate across markets and affiliates. Create a dependable global picture of fees, across all teams (and regions) working the business and across affiliate arrangements. Work hand in hand with business client leads to onboard new affiliate partners from a finance perspective.
- Simplify how the business runs. Standardize the planning, reporting, and approval steps that global accounts need; reduce duplicate trackers and manual reconciliations; and improve the quality of data available for decisions. Identify ways to update client leads on spend throughout the month and work to deliver monthly financial updates/billing for clients.
- Participate in a cross-functional team to manage the agency's compliance with client requirements.
Qualifications - Minimum 8 years of progressive client finance / FP&A experience in marketing/communications firm with focus on financial analysis, planning, budgeting, and forecasting. Heavy emphasis on operational finance and management reporting experience needed. Familiarity with relational databases and cube logic would be very helpful.
- Experience overseeing/owning financials (and preferably operations) of a large global client working with agency offices in multiple countries. Interaction with offices globally requires respect of cultural variances.
- Excellent verbal, written and presentation skills, with proven talent to distill complex financial information into digestible insights and formats. Proven ability to translate financial information to a non-financial oriented audience is critical.
- Must have minimum 2-3 years of people management experience
- Customer Service orientation is a must
- Ability to multi-task a must - job requires juggling many competing priorities
- Fast paced team environment (frequent tight deadlines, multitasking, etc.)
- Ability to work independently
- Proven mentor and team developer
CompensationThe base annual salary range for this role, applicable across all U.S. locations, is outlined below. The actual salary may vary based on several factors such as business requirements, job responsibilities, skills, experience, and geographical location.
Salary Range
$100,000-$130,000 USD
BenefitsAs part of our commitment to the success and well-being of our team, regular employees working 20 hours or more per week are eligible for the following benefits:
- Comprehensive benefits program including medical, dental, and vision coverage
- Pretax accounts including HSA (company match), Medical & Dependent Care FSA
- Generous time off including PTO, Holidays, Annual Wellness Break, Summer Fridays and Personal Days
- Short & Long-Term Disability, paid by company
- Parental Leave, up to 12 weeks for birthing and non-birthing parent
- Caregiver Leave, up to 2 weeks to help eligible family member with serious health condition
- Community Engagement, up to 24 hours
- Bi-annual Wellness Credits, up to $300 per year
- Support with home office equipment
- Monthly Technology Credit (to offset internet / phone costs)
- 401(k) Traditional and Roth options with company match
- Learning and Development Programs for our employees
North America non-remote employees are required to come into the office 3 days a week. 
