Client Finance Manager

JOB SUMMARY

The Client Finance Manager is the primary day-to-day contact partnering with Account Management and Integrated Production teams in overseeing all financial aspects related to a portfolio of clients. This position assists upper finance management within their designated client finance team to ensure financial controls and policies are in place, financial tracking is accurate, and overall alignment to the individual client Master Service Agreements are followed.

ESSENTIAL FUNCTIONS

• Financial Tracking/Reporting: Own client and product reporting needs and create detailed client-facing financial trackers that are informative and easy to view.

• Internal Client Relations: Coordinate monthly billings prior to deadline of each assigned client, prepare, update, and analyze trackers weekly, and lead tracker meetings.

• Budgeting, Revenue and Forecasting: Prepare month-end revenue calculation, journal entries, manage client purchase orders, and invoice.

• Administrative: Perform administrative duties and manage ad-hoc requests with assigned client accounts.

JOB DUTIES / RESPONSIBILITIES

• Design, implement, and own the client- and product-specific reporting needs, and monitor all costs on a weekly basis in partnership with Client Finance Analyst.

• Continuously perform rate analysis to ensure system-generated rate cards are up to date and aligned to approved client rate card, and review with Associate Directors and above on a regular basis.

• Ensure client tracking of actuals versus approved budgets are tracked regularly and any issues are flagged.

• Work with the Account Management teams to perfect detailed client-facing financial trackers that are informative and easy to view.

• Partner with Account Management and Integrated Production team in overseeing all financial aspects related to a client’s portfolio.

• Depending on client relationship and/or process, subject to participate on monthly client tracker calls to speak to any financial tracking and/or billing inquiries.

• Prepare month-end revenue calculation and journal entries, working with revenue controllers as needed.

• Maintain Client Service Agreement database on a monthly basis to ensure all PE and signed contracts are uploaded and accurate.

• Analyze monthly financial results and gather feedback from Account Management teams and relay to senior management for forecasting/company health; explain any variances in revenue results vs. forecast.

• Manage client purchase orders and client invoicing/SOW system (Ariba, Prisma, Decideware, etc.).

• Monitor and review WIP commentary inputted by Client Finance Analyst during month-end close.

• Ensure Client Finance Analyst is billing out-of-pocket expenses promptly and that they are working with Accounts Receivable team to ensure client payments are timely.

• Monitor and request Match Pay and/or Rush Payments as needed to Executive Management.

• Main point person for all client-related financial inquiries including, but not limited to, scoping, billing, and revenue recognition.

• Enter SOWs/contracts within Revenue Recognition tool and ensure revenue calculation and results are reviewed by senior management on a monthly basis.

• Continuous communication about portfolio with Senior Business Manager/Associate Directors and flagging major issues such as potential write-offs to Finance Directors in a timely manner.

• Monitor all costs – agency fee, out-of-pocket, shared revenue, billable and non-billable jobs.

• Spearheading bi-weekly tracker meetings with Account Management and Integrated Production teams, and coordinating with various teams within the US and internationally to ensure appropriate and timely tracking of shared clients.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

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• Manage, monitor, and mentor for the Client Finance Analyst.

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• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

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• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

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• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

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• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

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• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

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• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

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• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

• Manage, monitor, and mentor for the Client Finance Analyst.

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