Director​/Senior Director, Client Finance

Director/Senior Director, Client Finance

In a world of big-box consolidated agencies, Rev Health stands apart—proudly independent and intentionally different. That’s not just our ownership—it’s our mindset. It empowers us to think fearlessly, make bold decisions, and tailor our approach to fit the unique needs of every client. We are a team of dreamers and doers, committed to crafting work that moves the industry, shapes conversations, and makes a meaningful difference in people’s lives.

Our mission is to be a modern partner for progressive clients.

Interested in working for a dynamic agency that empowers its people to produce career-defining work? Join us at Rev Health, an independent pharmaceutical healthcare marketing and ad agency and bring your voice, your curiosity, and your craft to an environment that champions both your personal growth and cutting-edge client solutions.

The Director, Client Finance, will lead the agency’s forecasting and business planning function, delivering accurate revenue projections, financial insights, and strategic recommendations that drive operational and commercial decision‑making. This role partners closely with executive leadership, client finance teams, business development, operations, and account leadership to develop short‑ and long‑term forecasting models, identify risks and opportunities, and improve overall financial predictability.

The ideal candidate combines strong analytical and financial modeling capabilities with agency experience, business acumen, and the ability to communicate insights clearly to senior stakeholders.

• Analyze historical performance trends and market dynamics to improve forecast accuracy.
• Partner with finance leadership on annual budgeting and long‑range planning initiatives.
• Lead monthly revenue forecasting processes across the client portfolio.
• Oversee revenue recognition in accordance with company policy and applicable accounting standards.
• Ensure project forecasts accurately reflect scope, timing, staffing, and financial expectations.
• Analyze forecast‑to‑actual variances and provide recommendations to leadership.
• Serve as the primary finance partner for assigned client accounts.
• Monitor client revenue, gross margin, profitability, utilization, and project performance.
• Review project financials regularly with Client Service and Project Management teams.
• Identify financial risks and recommend corrective actions to improve project profitability.
• Support contract and Statement of Work (SOW) financial reviews.

• Collaborate with account, operations, and business development teams to assess client revenue trends, pipeline conversion, and utilization metrics.
• Provide financial oversight of client portfolios, including revenue tracking, profitability analysis, budgeting support, and forecasting accuracy.
• Partner with client finance and account leadership to monitor contract performance, scope changes, revenue recognition, and margin management.
• Identify financial risks and opportunities across client accounts and recommend corrective actions to leadership.
• Provide strategic recommendations based on forecast analysis and business performance.
• Support leadership with data‑driven insights for staffing, investment, and operational decisions.

• Design and maintain dashboards and reporting tools for revenue forecasting and KPI tracking.
• Monitor forecast variances and identify key drivers impacting business performance.
• Deliver actionable reporting on margin performance and revenue pacing.
• Improve data quality, reporting consistency, and forecasting methodologies.

• Establish best practices and scalable forecasting processes across the organization.
• Drive automation and systems improvements related to forecasting and business analytics.
• Partner with account and operations teams to enhance reporting infrastructure and data integration.
• Lead continuous improvement initiatives to increase forecasting accuracy and operational efficiency.
• Manage and mentor finance team members.
• Foster a data‑driven culture focused on accountability and informed decision‑making.
• Build cross‑functional…