Senior Client Finance Coordinator
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-09-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Compliance
Job Description & How to Apply Below
- Manage the full financial lifecycle of assigned client accounts
- Serve as the primary finance point of contact and source of truth for the client portfolio
- Partner with Account Leads to understand client budget structures and translate SOWs and media plans into billing milestones
- Lead client finance onboarding and initial setup in financial systems
- Review budgets and billing status weekly with Account Leads
- Draft quarterly billing schedules and secure Finance and Account Lead sign-offs
- Drive the invoice lifecycle for assigned clients
- Manage month-end and quarter-end work-in-progress and lead reconciliation meetings
- Ensure invoice formats, descriptions, and amounts are client-ready and delivered on schedule
- Respond to client financial questions and escalates or resolve inquiries
- Facilitate weekly client-team standups on budget versus actuals
- Set up and distribute weekly Open AR reports and follow up on outstanding balances
- Acknowledge client inquiries within 48 hours
- Support the Director of Finance with training initiatives and billing-process presentations
- Identify and implement Billing Team process and communication improvements
- 3-5 years proven experience in billing, account finance, or agency operations
- Strong understanding of budget structures, media plans, and reconciliation workflows
- Skilled in billing/finance software (e.g., Advantage, Prisma, or similar project accounting systems)
- Excellent verbal and written skills, with the ability to translate complex financial data into actionable insights for non-finance stakeholders
- Exceptional ability to handle competing priorities and fluidly move between high-level analysis and day-to-day tactical execution
- A proactive mindset that seeks to identify financial risks and operational inefficiencies before they become issues
- Genuine passion for theater, museums, opera, ballet, and classical music
- Meticulous attention to detail and accuracy
- Ability to solve complex problems and develop innovative solutions
- Ability to thrive in a fast-paced agency setting and adapt quickly to change
Demonstrates expertise in managing the financial lifecycle of client accounts, including budget structures, billing processes, and reconciliation workflows. Proficient in utilizing billing software to ensure accurate and timely financial reporting while effectively communicating complex financial data to stakeholders.
Highest-signal resume keywords- Billing Management
- Budget Structure Understanding
- Reconciliation Workflows
- Billing Software Proficiency
- Client Communication
- Billing Management
- Budget Structure Understanding
- Reconciliation Workflows
- Billing Software Proficiency
- Financial Data Analysis
- Excellent Verbal Communication
- Excellent Written Communication
- Attention to Detail
- Problem-Solving
- Adaptability
- Agency Operations
- Client Finance
- Financial Lifecycle
- Media Plans
- Theater
- Museums
- Opera
- Ballet
- Classical Music
- Advantage
- Prisma
- Project Accounting Systems
Position Requirements
10+ Years
work experience
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