Senior Client Finance Coordinator

Situation

Senior Client Finance Coordinator handling financial management and oversight for client accounts at Situation Group. Collaborating with internal teams and ensuring accurate billing processes while optimizing client profitability.

Posted 4/28/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $60,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Partner with Account Leads to understand client budget structures, translating SOWs and media plans into accurate billing milestones.
Lead client onboarding for finance, including initial setup within our financial systems, and making template recommendations based on specific client needs.
Weekly review of budgets & billing status with Account Leads to ensure questions or concerns are addressed in real-time.
Draft quarterly billing schedules and secure sign-offs from both Finance and Account Leads to ensure consistency.
Drive the invoice lifecycle for assigned clients, utilizing deep knowledge of SOWs and media plans to process invoices with autonomy.
Manage the end-of-period (monthly/quarterly) work-in-progress, leading reconciliation meetings to review final production and media invoices, addressing overflow costs and open questions.
Ensuring all invoice formats, descriptions, and amounts are client ready and delivered on time according to billing schedule.
Serve as the first responder for client financial questions; proactively escalate or resolve inquiries to minimize friction.
Facilitate weekly standups with client teams to align on budget vs. actuals.
Set up and distribute weekly Open AR reports, driving specific follow-ups with clients and internal stakeholders to resolve outstanding balances.
Acknowledge client inquiries within 48 hours and act as the bridge between finance operations and account management.
Support the Director of Finance in training initiatives, including presenting billing processes and fielding Q&As for the wider team.
Identify and implement opportunities to optimize processes and communication flows within the Billing Team.

Requirements

What you’ll need

3-5 years proven experience in billing, account finance, or agency operations.
Strong understanding of budget structures, media plans, and reconciliation workflows.
Skilled in billing/finance software (e.g., Advantage, Prisma, or similar project accounting systems).
Excellent verbal and written skills, with the ability to translate complex financial data into actionable insights for non-finance stakeholders.
Exceptional ability to handle competing priorities and fluidly move between high-level analysis and day-to-day tactical execution.
A proactive mindset that seeks to identify financial risks and operational inefficiencies before they become issues.

Benefits

Comp & perks

Health care plan (medical, dental and vision)
Retirement plan with employer match
Life and disability insurance
Generous paid time off package that includes vacation, sick, “life happens” days, birthdays, summer Fridays and public holidays
Paid family leave
Cold brew coffee, snacks and fresh fruit
Wellness resources
Special access to New York City’s arts and entertainment scene

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

billingaccount financereconciliation workflowsbudget structuresmedia plansfinancial data analysisinvoice processingtemplate recommendationsfinancial reportingprocess optimization

Soft Skills

verbal communicationwritten communicationproactive mindsetproblem-solvingtime managementprioritizationteam collaborationclient relationship managementpresentation skillsadaptability