Associate Director, Client Finance

Summary

Join Wpromote as an Associate Director, Client Finance and optimize financial performance, empowering internal departments through strategic financial support. Collaborate with cross-functional teams, ensuring top-tier financial service to maximize agency profitability. This role requires strong financial expertise and leadership to support account teams and deliver exceptional results. Wpromote prioritizes a strong work-life balance, offering a remote-first culture, unlimited PTO, flexible schedules, and 100% paid parental leave. The annual salary ranges from $129,400 to $155,000, plus benefits and an annual performance bonus. This position requires Pacific Time Zone location due to team requirements and is not eligible for immigration sponsorship.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5-7+ years of experience in financial planning and analysis or client finance, with at least 2 years in a managerial role
• Strong knowledge of Media Planning, SEO, SEM, Programmatic, Social, Analytics, and Technology
• Knowledge of rate card development
• Ability to align financial plans with business goals
• Strong analytical and problem-solving skills
• Proficient in financial modeling and experienced with forecasting tools (e.g., Excel, Tableau, PowerBI)
• Experience with various ERP and financial systems (NetSuite preferred)
• Ability to thrive in a dynamic, fast-paced environment
• Excellent communication and presentation skills, with the ability to influence stakeholders
• Proven leadership and team management capabilities

Responsibilities

• Partner with Client Service, Sales, and other departments to develop client SOW contracts and change orders aligned with priorities and staffing needs
• Oversee budget tracking, SOW tracking, and resource allocation reporting; provide regular financial updates to teams
• Collaborate with Client Service to ensure accurate and timely billing for agency fees
• Provide financial consultation to cross-functional teams, including during kickoff meetings, monthly tracking, billing, and actualization
• Recommend incremental scope and staffing adjustments based on performance and business needs
• Develop accurate recruiting forecasts and succession plans in partnership with Resource Management and POPS
• Assist in pricing and negotiation of client fee agreements
• Identify and implement process improvements within the Finance department
• Support the annual budgeting process to align with company strategic goals
• Collaborate with senior leadership to develop long-term financial models and forecasts to monitor performance and support organizational success
• Prepare monthly, quarterly, and annual financial reports and forecasts to support strategic decision-making
• Analyze key financial metrics and provide insights to improve profitability and efficiency
• Develop dashboards and KPIs to track business performance
• Optimize financial planning and analysis processes for greater accuracy and efficiency
• Implement and manage financial systems and tools to support analysis and reporting

Preferred Qualifications

• Experience with Google Sheets and Google Suites
• Experience in digital marketing, advertising, or other services

Benefits

• Remote-first culture
• Unlimited PTO
• Extended Holiday break (Winter)
• Flexible schedules
• Work from anywhere options*
• 100% paid parental leave
• 401(k) matching
• Medical, Dental, Vision, Life, Pet Insurance
• Sponsored life insurance
• Short Term Disability insurance and additional voluntary insurance
• Annual Class Pass credits and more!
• Annual performance bonus