Director of Client Finance

Summary

Join Unlock Health as Director of Client Finance and oversee the day-to-day operations of client finance, partner with client account teams, and lead revenue recognition processes. The successful candidate will have strong analytical skills, experience in financial analysis, and excellent communication skills.

Responsibilities

• Strategic Partner to the Client Account Teams
• Active involvement in the financial health of client accounts within the Marketing Services line of business
• Leading revenue recognition process and contribution margin reporting
• Ensuring financial transparency to clients including compliance with non-standard terms
• Influencing pricing strategy
• Managing MSAs/SOWs contracting process
• Establish client finance as a value-added business partner to client account teams
• Ensure timely client approvals and start-work authorizations to expedite revenue recognition and support audit requirements
• Develop paperwork (MSAs, SOWs) in collaboration with Client Account, Growth, and Sales team
• Establish consistent analysis of client contribution margins
• Accountability for surfacing accounts that are not achieving target contribution margin
• Giving Client account teams clear information required to resolve
• Leading core client finance team operations
• Guide team on proactive management of client procurement and finance team relationships
• Accountable for soup-to-nuts ownership of invoicing
• Including full quality control accountability to check invoice data across systems
• Ensuring projects are setup accurately and with client authorization
• Collections management and communications
• Lead revenue recognition preparation and decisions
• Oversee team management of client contracts
• Active maintenance of all legal agreements to ensure record keeping is clear and concise
• Proactive tracking of end dates
• Maintain and uphold client compliance requirements per contract
• Assist VP, Finance with adhoc reporting
• Team Operations
• Oversee client finance team to deliver accurate and timely client billing
• Contract management processes
• Project set-up processes
• Client collections
• And monthly revenue recognition processes
• Lead and develop the client finance team
• Ensuring accountability and fostering professional growth