Senior Business Manager

Job Summary

Responsible for quality control and adherence to client and agency standards for all financial tasks including client financial platforms, project estimates, scopes of work (SOWs), revenue forecasts, staffing plans, etc. The individual will work closely with account, project management and Operations lead on overall financial well‑being of agency brands.

• Manage client financial systems (ie, Decideware, ARMS, etc.), including but not limited to:
  • Inputting agency scopes
  • Manage scope revisions/reconciliations
  • Ensure staff allocation adhere to client requirements
• Work with finance, account management and project management in the development and maintenance of external client documentation, including client SOW templates, monthly financial trackers, quarterly accruals, reconciliations, etc.
• Liaise with Finance Administrators to ensure alignment in financial systems for client monthly finance meetings.
• Review estimates, ballparks, SOW/staff plans to ensure proper use of SOW templates, staff mixes and pricing norms with an understanding of client and agency standards.
• Participate in Business Development (RFP and/or pitch) activities to input into client‑specific templates and platforms, as required.
• Support project managers in ensuring discipline leads review and approve all SOW staffing plans.
• Support project managers with management and quality control of agency financial systems and tools, including new job requests, budget entry / maintenance, revenue forecast sheets, staffing tools, etc.
• Work with Operations lead in the input of data to create and manage the overall agency staff plan.
• Maintain financial brand folders on agency SharePoint to save documentation of all budget estimates, SOWs, POs, changes in scope, write‑off requests, etc.
• Create and maintain vendor Purchase Orders (POs) in Coupa.
• Develop and distribute reporting to help team manage to approved estimates and/or submitted forecast.
• Burn reports.
• Project‑level actuals vs forecast.

• College Degree.
• 4-5 years Advertising Agency experience.
• Experience in budgets/financial estimating.
• Ability to work independently and manage communications to all organizational levels.
• Detail‑oriented and take‑ownership attitude.
• Highly proficient in Excel (complex formulas a must).
• Project Management experience a plus.