R/GA

Financial Planning and Analysis

• Support administration, configuration, and optimization of NetSuite.
• Maintain financial data integrity across ERP and connected systems.
• Support cross-system reconciliation between HubSpot, NetSuite, PM/TM tools, and other enterprise platforms (e.g., Brex / Navan).
• Operationalize and maintain process improvements through system updates, workflows, permissions, and controls.
• Manage the end-to-end growth-to-finance data workflow, ensuring clean handoffs between pipeline, forecasting, project setup, and revenue tracking.
• Develop and maintain dashboards, reporting frameworks, and recurring operational readouts across commercial and financial systems.
• Enable real-time visibility into key business metrics including pipeline health, forecasting, revenue, utilization, and operational performance.

Operations Manager, Revenue & Financial Systems

• Lead revenue forecasting for mid-tier client portfolios, manage revenue pipelines, and advise on revenue recognition.
• Perform variance analysis and EAC (Estimate at Completion) reviews, providing clear commentary on burn management and over-burn risks.
• Partner with account teams to draft SOWs, ensuring 'math/rate checks' are highly accurate, invoicing schedules are optimized, and rate cards are correctly applied.
• Conduct regular margin analysis reviews to ensure projects remain profitable and proactively identify risks when significant shifts occur.
• Own the full billing cycle and associated commentaries (AR, WIP, Earned but Unbilled).
• Own Out-of-Pocket (OOP) management, reconciling production budgets and communicating available balances to clients. Manage weekly payables for cash flow estimations in partnership with Business Affairs.
• Ensure all audit documentation and compliance standards are met through a strong understanding of accounting principles.
• Leverage AI and advanced spreadsheet proficiency to automate reporting, troubleshoot errors, and evolve our reporting capabilities.
• Prepare and present financial data to stakeholders, translating complex spreadsheets into actionable insights for non-finance leads.

Operations Manager, Revenue & Financial Systems

Senior Client Finance Analyst