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. You will act as a liaison between client-facing teams and the finance department, ensuring projects are financially aligned and delivered within budget. This remote role requires strong financial management skills, focusing on client billing, project financials, and collaboration with project teams. You will be responsible for managing client purchase orders, invoices, and billing documentation, monitoring Work In Progress (WIP), tracking and managing client budgets and forecasts, and collaborating with project teams. The ideal candidate will have a Bachelor's degree in a related field, 5+ years of experience in client finance, and advanced proficiency in Excel and financial reporting tools. DEPT® offers a comprehensive benefits package including healthcare, dental, vision, 401k, PTO, paid holidays, and parental leave.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• 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
• Proven experience managing client budgets, forecasts, and financial reports
• Strong knowledge of financial modeling, budgeting, and forecasting techniques
• Excellent communication skills, with the ability to communicate complex financial information to both financial and non-financial stakeholders
• Advanced proficiency in Excel and financial reporting tools (e.g., ERP systems, Tableau, etc.)
• Strong analytical, problem-solving, and attention to detail skills
• 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

MBA or relevant certifications (CPA, CFA)

Benefits

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