Manager, Client Finance

Role Overview

The manager of client finance will be responsible for owning the end-to-end financial health of assigned client projects, with a particular focus on complex creative work and cross‑functional engagements. This role will partner closely with client partners and delivery teams to ensure forecasts are accurate, budgets are realistic, and projects are delivered in line with financial targets. The ideal candidate will bring hands‑on experience in forecasting, reporting, invoicing, and timesheet and budget reconciliation, along with the ability to interpret data, spot risks early, and communicate clearly with both finance and non‑finance stakeholders to support sound decision‑making and sustainable profitability.

Financial Management

• Strategic financial business partner to Client teams and Finance leadership helping to influence positive financial management and decision‑making supported by data
• Development of monthly forecasts and annual budget planning, with ownership over revenue and expense planning, under the oversight of the Director and VP
• Partner with cross‑functional leads to develop strategies that drive profitable growth
• Monitoring month‑end close processes including reviewing revenue recognition and journal entries, ensuring actuals are updated accurately and bringing forth any issues to be resolved for the following month
• Draft or oversee preparation of financial reporting such as month‑end reports and variance analysis, recommending areas to improve reporting where needed
• Understand results and respond to questions from Finance and Senior Leadership on key drivers impacting the P&L

Client Finance

• Partner with Sales, Client, Operations and Legal teams in new business efforts including pricing client proposals, assisting in responding to RFPs and the development of budgets to maintain healthy margins
• Partner with Client leads, Legal and Finance leadership to review statements of work, analyzing and supporting the development of new pricing models or opportunities for increased revenue
• Review monthly, quarterly and annual revenue versus the forecast to provide commentary and determine whether financial goals were met or exceeded, including tracking of client margins and profitability
• Maintain strong knowledge of the client’s business models, contractual arrangements, health of the business and growth opportunities
• Liaise with DEPT entities on intercompany transactions, including reviewing and helping to set up intercompany contracts and projects within our PMP
• Analyze, identify and communicate areas of concern or suggested improvements within the client portfolio to Finance and Client Leaders
• Evaluate fees for client staffing plans and suggest staffing and margin recommendations with support of Finance leadership
• Ensure agency performance is consistent with contract obligations

Other Responsibilities

• Serve as the initial FP&A point of contact for client audits
• Lead development and delivery of regular and ad hoc reporting for client teams and senior leadership as needed
• Lead development of process improvement initiatives with minimal oversight from Finance Leadership
• Ensure adherence to reporting deadlines for both client and finance calendars

• Bachelor’s degree in finance, accounting or business preferred; advanced English
• 2–4+ years of experience, with at least 2 years in an agency
• Experience working at a Media or Creative Agency is a plus
• Proven experience managing project financials end‑to‑end, including forecasting, budgeting, billing and invoicing
• Strong forecasting and budgeting skills, with the ability to assess the financial health and trajectory of client projects
• Knowledge of GAAP and IFRS accounting principles and their practical application related to revenue accruals (ASC 606, IFRS 15) preferred
• Experience with Financial Systems such as Anaplan and Netsuite is nice to have
• Exhibit judgment on when to elevate issues and when to resolve independently
• Strong analytical orientation and skills in financial analysis, including review of financial statements and key business metrics
• Advanced proficiency in Microsoft Office with emphasis on Excel and Google Product…