EVERSANA

Finance Business Manager – Agency

EVERSANA

full-time

Posted on:

Location Type: Remote

Location: IllinoisUnited States

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Salary

💰 $65,000 - $110,000 per year

About the role

  • Day to day support on tasks for Agency finance leadership
  • Manage and prepare revenue reporting (weekly, monthly, YTD, FY) and provide revenue/variance analysis.
  • Monthly review of the Client revenue as part of the month-end close alongside business leadership; identifying action items to be completed by finance or business teams
  • Monthly preparation and review of client trackers inclusive of billing/invoicing, utilization/realization, and percentage completion
  • Prepare budgets and forecasts; deliver proactive data to enable key decisions.
  • Analyze staffing, utilization and billability; support resourcing plans across accounts.
  • Review and process Statements of Work (SOWs); ensure client scope approvals and manage Purchase Orders (POs).
  • Effectively manage and track projects; run recurring project status meetings with cross-functional teams.
  • Ensure timely billing of agency fees and out-of-pocket expenses; partner with Account Management on billing cadence.
  • Assist with Accounts Receivable (AR), Work in Progress (WIP), and accrued/deferred revenue analysis.
  • Support audit requests and compliance with GAAP and internal policies.
  • Serve as gatekeeper for Master Service Agreements (MSAs) and contract compliance.
  • Collaborate with the broader Finance team and portfolio leadership; provide tactical and strategic guidance to solve problems.
  • Perform ad hoc reporting as needed and continuously improve processes and controls.

Requirements

  • Bachelor’s degree in Accounting, Finance, Economics or Business Administration (or equivalent experience).
  • 4+ years of Client Finance/FP&A/Finance experience, preferably in an agency environment.
  • Experience with enterprise-level financial systems - Dynamics 365 (strong preference) – and business intelligence tools (PowerBI)
  • Preferred experience with Agency specific tools like Workfront and Media tools like MediaOcean
  • Experience working in advertising/public relations or healthcare marketing agencies.
  • Advanced Microsoft Excel skills; strong proficiency in Microsoft Office (Word, Outlook, PowerPoint).
  • Sound judgment; self-motivated with the ability to work independently and deliver quality work.
  • Ability to adjust priorities, respond to changing demands, and meet deadlines by effectively managing time.
  • Strong collaboration skills—appropriately involve others in decisions to ensure alignment and support.
  • Working knowledge of GAAP; strong data analysis and forecasting skills.
  • Professional communication, with the ability to triage messages and present complex information clearly.
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
  • Professional development opportunities
  • Remote work options

Applicant Tracking System Keywords

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

Hard skills
revenue reportingvariance analysisbudget preparationforecastingstaffing analysisutilization analysisbilling/invoicingGAAP compliancedata analysisforecasting skills
Soft skills
sound judgmentself-motivatedtime managementcollaboration skillsprofessional communicationproblem-solvingindependent workadaptabilitydecision-makingquality work delivery
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in EconomicsBachelor’s degree in Business Administration