Community Boost

Head of Client Finance

Community Boost

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

About the role

  • Lead financial strategy for client accounts, ensuring healthy margins, accurate forecasting, and alignment with agency revenue goals.
  • Oversee AR and AP processes, ensuring timely invoicing, collections, vendor payments, and financial accuracy across all client engagements.
  • Partner with Accounting to reconcile revenue, expenses, and month‑end close activities.
  • Collaborate with HR and workforce management tools to analyze labor costs, utilization, capacity, and staffing models.
  • Build and maintain financial dashboards, reporting frameworks, and forecasting models that support executive decision‑making.
  • Provide financial guidance to SAMs, PLs, department heads, and other leaders on pricing, scopes, burn rates, and profitability.
  • Monitor client budgets, pacing, and contract compliance to prevent over‑delivery and protect margins.
  • Lead annual budgeting, quarterly reforecasting, QBR financial preparation, and end‑of‑year closing processes in partnership with leadership.
  • Develop and refine financial policies, controls, and workflows that support operational excellence.
  • Serve as the primary point of contact for financial audits, compliance reviews, and external accounting partners.
  • Identify financial risks and opportunities, proactively recommending solutions to improve efficiency and profitability.
  • Train internal teams on financial literacy, budget management, and best practices for scope discipline.

Requirements

  • 8–10+ years of finance experience within a large or global advertising, media, or digital agency.
  • Proven track record managing AR/AP, forecasting, and financial operations in a fast‑paced environment.
  • Strong understanding of agency labor models, utilization, billable vs. non‑billable structures, and staffing allocations.
  • Experience working with accounting and HRIS systems such as QuickBooks, NetSuite, Deltek, BambooHR, Gusto, or similar.
  • Advanced proficiency in Excel/Google Sheets, financial modeling, and data visualization tools.
  • Demonstrated ability to partner with cross‑functional teams and influence decision‑making.
  • Exceptional attention to detail, accuracy, and process discipline.
  • Strong communication skills with the ability to translate financial data into clear insights for non‑finance stakeholders.
  • Bachelor’s degree in Finance, Accounting, Business, or related field; MBA or CPA preferred.
Benefits
  • This is a fully remote role; work is performed in a home office setting.
  • Regular virtual interaction with employees, leadership, and external vendors.
  • May occasionally require flexible scheduling to accommodate time zone differences.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial strategyforecastingAR processesAP processesfinancial dashboardsfinancial modelingdata visualizationbudget managementfinancial auditscompliance reviews
Soft Skills
attention to detailprocess disciplinecommunication skillscross-functional collaborationinfluence decision-makingfinancial literacyproblem-solvingtrainingleadershipanalytical thinking
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in BusinessMBACPA