Act as the senior finance escalation point for ES Client Finance, owning pipeline-to-revenue frameworks, business team finance standards, and month-end outcomes for the service line.
Own ES revenue governance, including forecast accuracy, revenue recognition guardrails (T&M, fixed fee/milestone), and bookings-to-billings-to-cash conversion.
Monitor project budget health across the ES portfolio, identify margin improvement opportunities, and communicate risks to senior leadership.
Own the monthly close process, controls, timelines, and review protocols for the ES service line.
Build standardized dashboards, variance analysis templates, and playbooks that enable finance and engagement leaders to spend more time on decisions and less on manual work.
Lead and develop a team of Client Finance Managers who own day-to-day financial management of the Engagement Solutions client portfolio.

10+ years of progressive finance experience in pharma services services/agency environments.
5+ years in a supervisory role
Bachelor’s in Finance/Accounting or related; advanced degree.
Proven success managing a team or a large client portfolio within an agency or services organization.
Deep experience working with multiple stakeholders across FP&A, Accounting, Sales Ops, BD, and Delivery in a matrixed setting.
Strong command of revenue mechanics (T&M, fixed-fee/milestone), backlog, and cash conversion.
Builder mindset: able to standardize, automate, and scale processes, dashboards, and KPIs.
Exceptional communication—clear executive narratives, crisp variance storytelling, and actionable recommendations.
Strategic thinker with exceptional analytical and problem-solving skills.
Excellent communication and presentation skills for diverse audiences.
High degree of professionalism, self-motivation, and ability to lead independently.
Commitment to continuous improvement and operational efficiency.

Director, Client Finance

Key skills