Oversee all active project records across Grail, Maconomy, and revenue tracking systems, ensuring accuracy and alignment with delivery teams
Review project setup and scope against contracts and supporting documentation to ensure financial compliance
Lead job reconciliations including expenses, project margin accuracy, and client billing status
Monitor project burn rates and forecast future costs to ensure timely billing and to identify risks or inefficiencies
Maintain and report on client revenue forecasts, ensuring visibility into pipeline and booked revenue performance
Ensure accurate and timely billing cycles, coordinating with delivery, PM, and account teams
Review accounts receivable aging with the collections team and take proactive steps to optimize cash flow
Support and oversee the PO creation process to ensure seamless AP handling for freelancers, vendors, and third-party suppliers
Manage complex production cost schedules, ensuring alignment between client funds and vendor payment obligations
Support employees on expense reimbursement submissions, ensuring compliance with corporate policies
Review and approve employee reimbursements for accuracy and policy adherence
Review and approve new clients and vendor setups in Maconomy
Cross-check financial data integrity across systems and documentation to uphold financial governance
Support the sales team with financial data, including commission tracking and deal economics
Lead continuous improvement initiatives across client finance processes to drive accuracy, scalability, and efficiency

Requirements

Experience in client finance, project accounting, or a similar role within an advertising, marketing, or creative agency environment
Strong understanding of billing workflows, project financials, and revenue recognition
Proficiency using ERP/finance systems (Maconomy experience preferred)
Detail-oriented mindset with strong analytical and problem-solving capabilities
Excellent communication and collaboration skills with the ability to partner cross-functionally

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

project accountingbilling workflowsrevenue recognitionfinancial compliancecost forecastingexpense reimbursementdata integrityfinancial governanceproject margin accuracyclient billing

Soft Skills

detail-orientedanalytical skillsproblem-solvingcommunication skillscollaboration skillscross-functional partnershipleadershiporganizational skillscontinuous improvementproactive approach