Walton Isaacson

Financial Planning and Analysis

• Manage and execute the monthly billing cycle for all media buys — ensuring billing aligns with client approved budgets.
• Review and approve the reconciled vendor invoices within media and financial management systems.
• Oversee timely and accurate client billing submissions in accordance with client requirements and contractual deadlines.
• Manage intercompany billing and ensure invoices and revenue recognition align with monthly financial close.
• Reconcile discrepancies between client reporting submissions and client billing deadlines to ensure timely client billing and improved cash flow.
• Maintain and improve documentation for the Media Finance workflow and standard operating procedures.
• Coordinate updates to client reporting to ensure all client reporting reflects actualized spending.
• Partner with Media and Account Management to review budget-to-actual reports, identify discrepancies, and confirm reconciled media spend.
• Develop tools and timelines to reduce the backlog of aged vendor invoices (>60 days) and improve reconciliation efficiency.
• Prepare/review monthly reconciliations of planned versus actual spend.
• Provide variance analysis and cash flow summaries to leadership monthly.
• Support quarterly forecasting and accrual reviews.
• Partner with Finance and Account Management to produce client-facing reconciliation summaries.
• Create dashboards or reporting tools to track reconciliation status by vendor, campaign, and client.
• Supervise, train, and cross-train team members supporting media billing functions.
• Collaborate cross functionally with all teams involved to improve invoice accuracy and reduce discrepancies.
• Lead cross-functional process improvement initiatives to identify and adjust recurring blockers in reconciliation or invoice flow.
• Represent Media Finance in cross-functional reviews with Finance, Account Services, Media and external partners.
• Maintain working knowledge of media planning and buying platforms.
• Utilize financial systems for coding, approvals, billing, and payment workflows.
• Support implementation of documentation tools and change management processes to ensure accurate tracking of budget revisions and media plan updates.
• Demonstrate behavior consistent with WI’s standards of conduct.

Finance Operations Manager