Agency:
UM

Job Function:
Finance

Job Subfunction:
Client Finance

Job Description:
1. Key Responsibilities
Strategic Finance Leadership

• Serve as the lead day-to-day finance partner for assigned client accounts and the Omnicom Content Collective business team.
• Apply Revenue Recognition as per ASC 606 guidance, Lead month-end close, GL reconciliation, budgeting, and forecasting.
• Provide financial guidance that supports agency growth, client retention, and profitability objectives.
• Translate complex financial information into actionable insights for non-financial stakeholders.

Business Management & Operations

• Support finance leadership team in commercial negotiations and financial evaluation of client contracts, staffing plans, and pricing models.
• Ensure compliance with internal financial policies, revenue recognition guidelines, and contractual obligations.
• Drive process improvements that enhance financial accuracy, operational efficiency, and scalability.

2. Leadership, Mentorship & Team Enablement Responsibilities

• Work collaboratively with general FP&A support resources in India to ensure clear expectations, timely deliverables, and consistent financial outputs.
• Serve as a subject-matter expert for client finance processes, tools, reporting standards, and finance best practices for non-US members supporting our Finance team.
• Train and teach team members on forecasting, revenue recognition, profitability analysis, billing discipline, and working capital management such as Earned but Unbilled, Deferred Revenue, Accounts Receivable, and Accounts Payable.
• Facilitate knowledge sharing, documentation, and cross-training to strengthen broader Client Finance capabilities.
• Coordinate workload priorities with supporting FP&A resources and partner teams to ensure business needs are met efficiently.
• Support onboarding and capability-building for new or developing finance team members through practical coaching and process guidance.
• Model strong leadership behaviors, professionalism, accountability, and client service excellence across cross-functional teams.

3. Client Finance, Revenue & Working Capital Support
Client Finance Support

• Support the Director and VP of Finance with day-to-day financial activities across assigned client accounts, including revenue, profitability, staffing, billing, and working capital schedules.
• Prepare client-level forecasts, revenue analyses, margin reports, and risk and opportunity schedules for review by finance leadership.
• Compare actual and forecasted financial results with budgets, staffing plans, SOW commitments, and profitability targets; investigate variances and document findings.
• Identify financial variances, risks, and opportunities; prepare supporting detail and escalate items requiring action or decision by the Director or VP of Finance.

Contract, Pricing & Revenue Support

• Review SOWs, MSAs, amendments, pricing models, and staffing plans for completeness; summarize key financial terms, assumptions, and potential issues for finance leadership review.
• Prepare financial models, staffing schedules, fee calculations, and scenario analyses to support new business, renewals, and scope changes.

• Coordinate with Controllership and Shared Services on revenue recognition questions, gather supporting documentation, and escalate complex matters to finance leadership.

• Maintain documentation supporting revenue methodologies, billing schedules, and financial commitments in accordance with established policy, accounting guidance, and contract terms.

Billing, Collections & Balance Sheet Discipline

• Coordinate with Media Finance and Shared Services to support timely and accurate client billing and reconcile invoicing schedules to approved SOWs, staffing plans, and revenue forecasts.
• Monitor accounts receivable, collections, disputed balances, unapplied cash, accruals, reserves, and other working capital items.
• Research and document billing, collection, and balance sheet issues; coordinate follow-up with business, Controllership, and Shared Services teams and escalate unresolved items.

4. Omnicom Content Collection (OCC) Finance Support

• Maintain the pro-forma OCC income statement and supporting schedules; prepare recurring reporting and analysis for review by OCC finance and business leadership.
• Maintain OCC Revenue Pipeline to provide visibility into committed revenue as well as related opportunities and risks.
• Prepare OCC financial planning, staffing, and profitability analyses under the direction of the VP of Finance.
• Support financial operations for content production, experiential programs, creator partnerships, and related service offerings by maintaining project data and coordinating required follow-up.
• Monitor Production and WIP jobs, reconcile activity, and flag aged or unresolved balances for leadership review.
• Prepare project financial performance, reconciliation, accrual, and job profitability analyses; investigate discrepancies and provide supporting detail.
• Follow established financial controls for vendor spend, project tracking, and client billings, and report exceptions promptly.
• Support workflow development and standardization across Omnicom Content Collection (OCC) finance processes.
• Partner with agency teams to ensure clear ownership and accountability for integrated projects involving multiple operating units.
• Assist with reporting, automation, and process improvement initiatives by documenting current workflows, testing updates, and implementing approved changes.

5. Financial Planning, Forecasting & Reporting
Forecasting & Budgeting

• Prepare monthly forecasts and annual budget schedules for assigned accounts and business areas under the direction of finance leadership.
• Gather and validate revenue, staffing allocations, investment, and profitability inputs from finance and business stakeholders.
• Maintain forecast assumptions and prepare scenario analyses requested by the Finance leadership team.

Financial Analysis

• Analyze revenue, gross income, labor costs, utilization, profitability, and operating expenses.
• Perform variance analyses against forecast, budget, and prior periods.
• Identify trends, risks, opportunities, and corrective actions.

Reporting

• Prepare monthly, quarterly, and annual financial reporting packages and supporting schedules for finance leadership review.
• Summarize key financial trends, variances, and open items for the Director and VP of Finance.
• Maintain financial dashboards and reporting tools to monitor business performance.

6. Cross-Functional Coordination

• Maintain effective working relationships with account management, Shared Services, Procurement, HR, Operations, and other agency partners to complete finance deliverables.
• Provide requested schedules, models, and supporting information to Commercial Finance and Growth teams.
• Coordinate staffing and hiring plan data with Resource Management and HR teams and maintain approved updates in finance schedules.
• Work with Shared Services to resolve routine billing, forecasting, reporting, and financial operations issues.
• Prepare financial analyses and recommendations for review and use by the Finance Leadership Team
• Respond to routine finance inquiries, track open items, and escalate matters requiring interpretation, negotiation, or leadership approval.

7. Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 5+ years of progressive finance, FP&A, client finance, commercial finance, accounting, or professional services financial management experience.
• Demonstrated ability to coordinate recurring finance activities, manage detailed schedules, and collaborate effectively with onshore and offshore support teams.
• Experience supporting client-facing organizations within advertising, media, marketing, consulting, professional services, or related industries.
• Strong financial modeling, budgeting, forecasting, and analytical skills.
• Hands-on experience supporting revenue, profitability, billing, and working capital processes.
• Advanced proficiency in Microsoft Excel and financial reporting tools.
• Clear written and verbal communication skills, including the ability to summarize financial information for finance leadership and non-finance partners.
• Ability to manage multiple priorities in a fast-paced environment.

8. Preferred Qualifications

• MBA, CPA, CMA, or other relevant professional certification.
• Experience within a media agency, holding company, marketing services organization, or integrated communications environment.
• Experience supporting production, content studio, influencer, commerce, or marketing operations business units.
• Knowledge of revenue recognition principles and contract review processes.
• Experience with ERP, planning, and financial reporting systems (SAP, OneStream, Workday, Hyperion, Power BI, or similar platforms).
• Experience contributing to process improvement, reporting automation, or finance transformation initiatives.

9. Critical Competencies
Analytical Thinking

• Connects financial data to business activity and identifies meaningful variances or trends.
• Raises potential risks, missing information, and unusual activity for timely review.

Business Partnership

• Builds productive working relationships and follows through on commitments.
• Translates financial detail into clear summaries and practical recommendations for leadership review.

Collaboration & Team Support

• Shares knowledge, documents processes, and supports colleagues in completing recurring finance activities.
• Works collaboratively, supports team priorities, and contributes to a professional and accountable environment.

Financial Acumen

• Working knowledge of financial management, profitability drivers, billing, working capital, and revenue recognition principles.
• Demonstrates strong analytical rigor and attention to detail.

Operational Excellence

• Executes repeatable processes accurately and recommends practical improvements.
• Tracks deliverables, follows up on open items, and meets established deadlines.

Communication

• Communicates clearly and effectively across all organizational levels.
• Presents analyses and open items clearly to finance leadership and non-finance partners.

Adaptability

• Thrives in dynamic, evolving environments.
• Balances competing priorities while maintaining quality and accuracy.

10. Success Metrics for the First 12 Months
Financial Performance

• Prepare accurate forecasts and supporting schedules within established timelines.
• Provide reliable analysis that helps the Director and VP of Finance monitor client and OCC financial performance.
• Identify variances and potential improvement opportunities and escalate them with clear supporting detail.

Revenue & Working Capital

• Improve billing timeliness and management of Earned but Unbilled balances.
• Ensure revenue recognition compliance and minimize audit findings.

Omnicom Content Collection (OCC) Operations

• Improve visibility into Omnicom Content Collection (OCC) profitability and operational performance.
• Enhance financial reporting and forecasting processes for Omnicom Content Collection (OCC) leadership.
• Implement process improvements that increase efficiency and strengthen controls.

Business Partnership

• Establish effective working relationships with finance leadership, account teams, and operational partners.
• Deliver timely analyses and clear issue summaries that support leadership decisions.
• Provide accurate supporting schedules and documentation for commercial reviews, forecasts, and finance leadership meetings.

Wage and Benefits

We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family.

The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications.

Employment Transparency

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions.

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