Client Finance Manager

Summary

Join DEPT® as a Client Finance Manager and manage the financial relationships with key clients, ensuring budgets, forecasts, and financial targets are met. This remote role, based within 50 miles of Salt Lake City, UT, requires strong financial management skills and experience in client billing, project financials, and collaboration with project teams. You will be responsible for client billing and financial oversight, WIP management, budget and forecasting, collaboration with project teams, process improvement, and client financial reporting. The ideal candidate will possess a Bachelor's degree in a related field, 5+ years of relevant experience, and advanced proficiency in Excel and financial reporting tools. DEPT® offers a comprehensive benefits package including healthcare, 401k, PTO, paid holidays, and parental leave.

Requirements

• Possess a Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• Have a minimum of 5 years of experience in client finance, financial management, or a related role in a professional services environment, preferably in advertising, digital marketing, or media
• Have proven experience managing client budgets, forecasts, and financial reports
• Possess strong knowledge of financial modeling, budgeting, and forecasting techniques
• Have excellent communication skills, with the ability to communicate complex financial information to both financial and non-financial stakeholders
• Have advanced proficiency in Excel and financial reporting tools (e.g., ERP systems, Tableau, etc.)
• Possess strong analytical, problem-solving, and attention to detail skills
• Have the ability to work independently and collaboratively in a fast-paced environment

Responsibilities

• Manage client purchase orders, invoices, and billing documentation to ensure accuracy and timeliness
• Provide regular financial reports to clients and internal stakeholders, addressing any discrepancies
• Monitor and review WIP commentary inputted by project teams to ensure projects are tracking in line with financial forecasts and expectations
• Track and manage client budgets and forecasts, identifying financial risks and taking proactive steps to ensure project profitability
• Work closely with project managers and client teams to ensure financial alignment and support in delivering successful project outcomes
• Contribute to the continuous improvement of financial reporting processes, tools, and internal controls to streamline operations and enhance efficiency
• Provide financial insights and reports to senior leadership and client-facing teams, helping them make data-driven decisions to optimize profitability and performance

Preferred Qualifications

Possess an MBA or relevant certifications (CPA, CFA)

Benefits

• Healthcare, Dental, and Vision coverage
• 401k plan, plus matching
• PTO
• Paid Company Holidays
• Parental Leave