Associate Director, Client Finance

Code and Theory

Associate Director of Client Finance overseeing financial accuracy and profitability for the client lifecycle. Leading the client finance function with seamless workflows in project tracking and financial governance.

Posted 4/15/2026full-timeRemote • New York • 🇺🇸 United StatesSenior💰 $110,000 - $120,000 per yearWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Code and Theory Website LinkedIn All Job Openings 1001 - 5000 employees Founded 2011 🤝 B2B ☁️ SaaS B2B
Digital Transformation
SaaS Code and Theory is a technology-first creative agency that operates at the intersection of creativity and technology. The company partners with media and publishing companies to shape political news and delivers digital transformation for ambitious brands like Microsoft, Amazon, NFL, and more. As a trusted partner, the agency is known for its expertise in building end-to-end solutions that address consumer and business needs in today's evolving digital landscape. With a team composed of 50% engineers and 50% creatives, Code and Theory redefines the digital experience across various industries including automotive, sports, hospitality, finance, and education. They are recognized for their innovative approach in business transformation, AI-driven design systems, and strategic digital marketing initiatives. Associate Director, Client Finance Job not on LinkedIn 🔥 27 minutes ago 🗽 New York – Remote 💵 $110k - $120k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Senior Advisor – Medicare FP&A 🔥 1 hour ago CVS Health 10,000+ employees ⚕️ Healthcare Insurance 🛒 Retail 🧘 Wellness Website LinkedIn All Job Openings Senior Manager overseeing Medicare Part D compliance and critical reporting requirements at CVS Health. Collaborating with various teams to ensure operational integrity and regulatory adherence. 🇺🇸 United States – Remote 💵 $67.9k - $182.5k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior Global FP&A Specialist, Capital Expenditures 🔥 1 hour ago NTT Global Data Centers 501 - 1000 🤝 B2B 🏢 Enterprise Website LinkedIn All Job Openings Senior Global FP&A Specialist driving financial analyses and capital expenditure forecasts for NTT Global Data Centers. Collaborating with teams globally to deliver insights and support decision-making processes. 🇺🇸 United States – Remote 💵 $129.6k - $185.2k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) Senior Analyst, Corporate Finance 🔥 4 hours ago Kaseya 1001 - 5000 🔒 Cybersecurity ☁️ SaaS 🏢 Enterprise Website LinkedIn All Job Openings Senior Analyst in Corporate FP&A enhancing financial planning and analysis while working remotely for Kaseya, a leading IT management provider. 🇺🇸 United States – Remote 💰 $2M Venture Round on 2020-07 ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor GSS Client Representative 🔥 4 hours ago Franklin Templeton 5001 - 10000 💸 Finance 💳 Fintech 🤝 B2B Website LinkedIn All Job Openings Client Representative focusing on exceptional service for Franklin Templeton’s clients. Processing transactions and maintaining professionalism in a collaborative environment. 🇺🇸 United States – Remote 💵 $42k - $44k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor Senior Financial Analyst 🔥 5 hours ago HubSpot 1001 - 5000 🤝 B2B ☁️ SaaS Website LinkedIn All Job Openings Senior Financial Analyst supporting financial planning for Business Technology and Security at HubSpot. Evaluating investment decisions and enhancing cost visibility for effective scaling. 🇺🇸 United States – Remote 💵 $110.9k - $166.4k / year ⏰ Full Time 🟠 Senior 💸 Financial Planning and Analysis (FP&A) 🦅 H1B Visa Sponsor View More Financial Planning and Analysis (FP&A) Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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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