Client Finance Manager

Responsibilities

• Collaborate closely with account leaders team to effectively manage client financials
• Proactively consult account lead & team on current and trending business performance and client financials, and make recommendations for growth, portfolio health, and overall fiscal performance to drive results and align with company goals
• Manage client billing process and reporting
• Review and approve client contracts and Statement of Work (SOW) pricing
• Work strategically with account leads to ensure healthy client financials, portfolio performance, expense-planning, KPI performance, and company & corporate governance adherence
• Partner with Account & Project Management teams in revenue projection assembly and revisions
• Assist in month-end and year-end close processes, including reconciliations and journal entries
• Execute Accounts Payable function, including invoice coding and vendor disbursements
• Prepare and analyze financial reports such as general ledger actuals, Statement of Work (SOW) tracking, and client reconciliations ensuring accuracy and compliance with accounting principles
• Partner closely with Account leaders to ensure healthy cash flow management
• Assist in setting & driving performance goals for assigned client accounts/book of business
• Assist with internal and external audits
• Ad hoc reporting & analysis for the Finance or Account team, as needed

Requirements

• Bachelor’s degree in accounting or finance with 2-4 years (internships count!) of professional work experience, or equivalent overall applicable work experience
• Experience in professional services firms and/or ‘billable hours’ environment is highly preferred
• Experience with process and financial system improvement is preferred
• Microsoft Business Dynamics AX/D365, Cognos and/or IBM Planning Analytics experience is a plus
• HFM experience a plus
• Overtime as necessary
• Candidates must be local to the DFW area and willing to be onsite in the Irving office 3 days a week

Skills

• Microsoft Office expertise (with heavy emphasis on Excel)
• Effective communicator, capable of working with agency executives and demonstrated ability to translate financials clearly to all audiences
• Proactive, organized, detail-oriented, with a strong work ethic
• Able to multitask, prioritize work, and meet multiple deadlines
• Excellent analytical and problem-solving skills

Schedule

Hybrid schedule - 3 days in the office (Irving, DFW) and 2 days working from home.