Collectively

Client Finance Manager

Collectively

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $98,000 - $118,000 per year

About the role

  • Serve as a contact for clients and agency departments on client finance matters
  • Develop internal and external relationships (with client procurement in particular) with timely, proactive communication and follow-up
  • Assist in monthly forecasting, budgeting cycles, and financial modeling in coordination with the agency account and production leads.
  • Help oversee project financial information in coordination with client teams and provide support to client teams in monitoring client budgets and spending
  • Work with team leads to secure client P.O. or necessary work/payment authorizations including fulfilling client portal submissions and other client procedures and requirements
  • Prepare invoices and billing reconciliations while ensuring adherence to contract compliance and billing policies and procedures
  • Monitor accounts receivable status and follows-up on aged balances with clients
  • Timesheet collections and Harvest system administration
  • Assist in developing and maintaining client finance processes, guides, policies, tools and templates
  • Prepare management reporting on utilization, revenue and profitability analysis
  • Support month-end close processes to complete journal entries for revenue, reporting, and adhering to audit compliance.
  • Help prepare and deliver financial reports as needed

Requirements

  • 5+ years of relevant work experience in ad agency roles
  • Strong interpersonal and problem solving skills
  • Effective communication skills, especially within cross-functional teams and with clients
  • Experience working with data, with a strong ability in reporting and analysis
  • Aptitude for quickly learning and utilizing new software and technology tools
  • Strong skills in both Google Sheets and Excel
  • BA in accounting, finance or economics
Benefits
  • Health insurance
  • Paid time off
  • Flexible work arrangements
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial modelingbudgetingforecastingbilling reconciliationaccounts receivablejournal entriesreportingdata analysiscontract complianceaudit compliance
Soft Skills
interpersonal skillsproblem solvingcommunication skillscross-functional collaborationproactive communicationrelationship buildingteamworkattention to detailadaptabilitytime management
Certifications
BA in accountingBA in financeBA in economics