co-own the financial operations between account teams and clients
manage the complete billing lifecycle
drive process improvements
ensure the financial integrity of client engagements
own end-to-end billing processes for multiple clients, ensuring accuracy and compliance with contract terms
manage complex billing arrangements including retainers, project-based fees, and performance incentives
lead resolution of billing disputes and client financial inquiries
perform monthly bank and account reconciliations with full ownership of variance resolution
monitor and manage Accounts Receivable, including collection efforts and aging analysis
execute month-end close processes and ensure timely, accurate financial reporting
review and approve employee expense reports and vendor invoices for compliance and proper project allocation
manage vendor relationships and payment processing for media buys, events, and agency services
track and analyze client budgets, providing proactive alerts and variance explanations
prepare detailed budget vs. actual reports with insights for account leadership
maintain and optimize financial records in Sage accounting software

Requirements

3-5 years of accounting experience, preferably in professional services, agencies, or project-based business models
Bachelor's degree in Accounting preferred
Demonstrated track record of managing full-cycle accounting processes with minimal supervision
Advanced Excel proficiency (complex formulas, Pivot Tables, data analysis)
Proven experience with accounting/ERP systems; Sage Intacct experience preferred
Experience with project-based billing and time & expense systems
Strong analytical skills with ability to identify trends and anomalies in financial data
Meticulous attention to detail with commitment to accuracy under tight deadlines
Strong business acumen and ability to connect financial data to operational realities
Excellent communication skills: comfortable presenting financial information to both finance and non-finance audiences
Problem-solving mindset with ability to work independently and escalate appropriately
Professional judgment and discretion with sensitive financial information
Proven ability to manage competing priorities in a fast-paced environment
You thrive in deadline-driven environments and can pivot quickly when client needs shift
You understand that agency life means flexibility: month-end, client deadlines, and new business pitches don't always coordinate
You take ownership of your work but collaborate effectively across teams.

Benefits

medical, dental, and vision plans
401(k) with matching
annual merit-based bonuses
PTO
fertility
FSA for medical, childcare, and commuter expenses
flexible work schedule
Work from Anywhere program
Summer Fridays
Wellness Days
4-week sabbatical or trip to celebrate select anniversaries
collaborative workspaces
community volunteering

Applicant Tracking System Keywords

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

Hard Skills & Tools

accountingbilling lifecycle managementbank reconciliationvariance resolutionfinancial reportingbudget analysisdata analysisExcelSage accounting softwareproject-based billing

Soft Skills

analytical skillsattention to detailbusiness acumencommunication skillsproblem-solvingprofessional judgmenttime managementflexibilitycollaborationownership

Certifications

Bachelor's degree in Accounting