Manager, Client Finance

Finance Position at UM

Agency: UM

Job Function:
Finance

Job Subfunction:
Client Finance

Job Description:

Strategic Finance Leadership

• Serve as the lead day-to-day finance partner for assigned client accounts and the Omnicom Content Collective business team.
• Apply Revenue Recognition as per ASC 606 guidance, Lead month-end close, GL reconciliation, budgeting, and forecasting.
• Provide financial guidance that supports agency growth, client retention, and profitability objectives.
• Translate complex financial information into actionable insights for non-financial stakeholders.

Business Management & Operations

• Support finance leadership team in commercial negotiations and financial evaluation of client contracts, staffing plans, and pricing models.
• Ensure compliance with internal financial policies, revenue recognition guidelines, and contractual obligations.
• Drive process improvements that enhance financial accuracy, operational efficiency, and scalability.

• Work collaboratively with general FP&A support resources in India to ensure clear expectations, timely deliverables, and consistent financial outputs.
• Serve as a subject-matter expert for client finance processes, tools, reporting standards, and finance best practices for non-US members supporting our Finance team.
• Train and teach team members on forecasting, revenue recognition, profitability analysis, billing discipline, and working capital management such as Earned but Unbilled, Deferred Revenue, Accounts Receivable, and Accounts Payable.
• Facilitate knowledge sharing, documentation, and cross-training to strengthen broader Client Finance capabilities.
• Coordinate workload priorities with supporting FP&A resources and partner teams to ensure business needs are met efficiently.
• Support onboarding and capability-building for new or developing finance team members through practical coaching and process guidance.
• Model strong leadership behaviors, professionalism, accountability, and client service excellence across cross-functional teams.

Client Finance Support

• Support the Director and VP of Finance with day-to-day financial activities across assigned client accounts, including revenue, profitability, staffing, billing, and working capital schedules.
• Prepare client-level forecasts, revenue analyses, margin reports, and risk and opportunity schedules for review by finance leadership.
• Compare actual and forecasted financial results with budgets, staffing plans, SOW commitments, and profitability targets; investigate variances and document findings.
• Identify financial variances, risks, and opportunities; prepare supporting detail and escalate items requiring action or decision by the Director or VP of Finance.

Contract, Pricing & Revenue Support

• Review SOWs, MSAs, amendments, pricing models, and staffing plans for completeness; summarize key financial terms, assumptions, and potential issues for finance leadership review.
• Prepare financial models, staffing schedules, fee calculations, and scenario analyses to support new business, renewals, and scope changes.

• Coordinate with Controllership and Shared Services on revenue recognition questions, gather supporting documentation, and escalate complex matters to finance leadership.

• Maintain documentation supporting revenue methodologies, billing schedules, and financial commitments in accordance with established policy, accounting guidance, and contract terms.

Billing, Collections & Balance Sheet Discipline

• Coordinate with Media Finance and Shared Services to support timely and accurate client billing and reconcile invoicing schedules to approved SOWs, staffing plans, and revenue forecasts.
• Monitor…