Manager, Client Finance
About the Finance Team:
Collectively’s Finance team believes in partnership and collaboration. We work closely with other departments in helping to achieve overall business success. We are proactive and service oriented. We share our knowledge and are interested in understanding and learning about the opportunities and challenges that both our teammates and clients face on a daily basis. We are committed to working efficiently, to providing timely and accurate information, and to offering the advice and finance expertise needed to achieve our financial goals.
We are hiring a Client Finance Manager to assist in the month end close and reporting for our clients. This role will work closely with the Finance team members to help ensure financial reporting is running smoothly. The ideal candidate will bring 5+ years of experience in an advertising agency, ideally with a knowledge of the influencer market place.
Responsibilities
Client Finance works closely with the Client Partnerships and Production teams to facilitate financial processes, to ensure accuracy and compliance, and to monitor project budgets and deliver financial performance that aligns with agency goals.
- 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
Key Performance Indicators
- Works collaboratively, yet with a strong drive toward personal accountability
- Is proactive, with the desire to help identify efficiencies, best practices, and opportunities
- Displays a passion for data analysis, critical thinking, and storytelling
- Has a strong attention to detail and goes the extra mile to ensure accuracy
- Thrives in a fast-paced work environment and is able to prioritize competing work streams, often with quick turnarounds
Qualifications / Skills
- Proactive, identifies efficiencies, best practices, and opportunities to improve processes
- Works collaboratively with team leads across the agency and has a strong personal accountability
- Demonstrates the ability to manage the agencies needs with the needs of the client
- Displays a passion for data analysis, critical thinking, and storytelling
- Has a strong attention to detail and goes the extra mile to ensure accuracy
- Thrives in a fast-paced work environment and is able to prioritize competing work streams, often with quick turnarounds
Requirements
- 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
Pay
The pay range for this position is $98,000 – $118,000. Collectively takes into consideration a wide range of factors that are utilized in making compensation decisions including, but not limited to, skill sets, experience and training, qualifications and education, and other business and organizational needs.