Serve as a contact for clients and agency departments on client finance matters
Develop internal and external relationships (with client procurement in particular) with timely, proactive communication and follow-up
Assist in monthly forecasting, budgeting cycles, and financial modeling in coordination with the agency account and production leads.
Help oversee project financial information in coordination with client teams and provide support to client teams in monitoring client budgets and spending
Work with team leads to secure client P.O. or necessary work/payment authorizations including fulfilling client portal submissions and other client procedures and requirements
Prepare invoices and billing reconciliations while ensuring adherence to contract compliance and billing policies and procedures
Monitor accounts receivable status and follows-up on aged balances with clients
Timesheet collections and Harvest system administration
Assist in developing and maintaining client finance processes, guides, policies, tools and templates
Prepare management reporting on utilization, revenue and profitability analysis
Support month-end close processes to complete journal entries for revenue, reporting, and adhering to audit compliance.
Help prepare and deliver financial reports as needed

5+ years of relevant work experience in ad agency roles
Strong interpersonal and problem solving skills
Effective communication skills, especially within cross-functional teams and with clients
Experience working with data, with a strong ability in reporting and analysis
Aptitude for quickly learning and utilizing new software and technology tools
Strong skills in both Google Sheets and Excel
BA in accounting, finance or economics

Client Finance Manager

Key skills