Director/Senior Director, Client Finance

About the role

The Director, Client Finance, will lead the agency's forecasting and business planning function, delivering accurate revenue projections, financial insights, and strategic recommendations that drive operational and commercial decision-making.

Responsibilities

• Analyze historical performance trends and market dynamics to improve forecast accuracy.
• Partner with finance leadership on annual budgeting and long-range planning initiatives.
• Lead monthly revenue forecasting processes across the client portfolio.
• Oversee revenue recognition in accordance with company policy and applicable accounting standards.
• Ensure project forecasts accurately reflect scope, timing, staffing, and financial expectations.
• Analyze forecast-to-actual variances and provide recommendations to leadership.
• Serve as the primary finance partner for assigned client accounts.
• Monitor client revenue, gross margin, profitability, utilization, and project performance.
• Review project financials regularly with Client Service and Project Management teams.
• Identify financial risks and recommend corrective actions to improve project profitability.
• Support contract and Statement of Work (SOW) financial reviews.
• Collaborate with account, operations, and business development teams to assess client revenue trends, pipeline conversion, and utilization metrics.
• Provide financial oversight of client portfolios, including revenue tracking, profitability analysis, budgeting support, and forecasting accuracy.
• Partner with client finance and account leadership to monitor contract performance, scope changes, revenue recognition, and margin management.
• Identify financial risks and opportunities across client accounts and recommend corrective actions to leadership.
• Provide strategic recommendations based on forecast analysis and business performance.
• Support leadership with data-driven insights for staffing, investment, and operational decisions.
• Design and maintain dashboards and reporting tools for revenue forecasting and KPI tracking.
• Monitor forecast variances and identify key drivers impacting business performance.
• Deliver actionable reporting on margin performance and revenue pacing.
• Improve data quality, reporting consistency, and forecasting methodologies.
• Establish best practices and scalable forecasting processes across the organization.
• Drive automation and systems improvements related to forecasting and business analytics.
• Partner with account and operations teams to enhance reporting infrastructure and data integration.
• Lead continuous improvement initiatives to increase forecasting accuracy and operational efficiency.
• Manage and mentor finance team members.
• Foster a data-driven culture focused on accountability and informed decision-making.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 8+ years of experience in forecasting, FP&A, strategic finance, or business analytics.
• 3+ years of leadership or people management experience.
• Agency, marketing services, media, healthcare communications, or professional services industry experience preferred.
• Advanced Excel and financial modeling skills.
• Experience with forecasting tools, ERP systems, and BI platforms.
• Strong analytical, presentation, and communication skills.
• Prioritize proven ability to manage multiple priorities in a fast-paced environment.

Bonus Points

• MBA, CPA, CFA, or related advanced certification.
• Experience with agency resource management and utilization forecasting.
• Familiarity with systems such as Workday, NetSuite, Adaptive Planning, Smartsheet, Rippling.
• Experience supporting executive-level strategic planning initiatives.

What Matters At RevHealth

Your voice, your mind, your mark—they matter. Bring your creativity, perspective, and passion into everything you do. Show up like it’s Day 1 - Show up like you have something to prove, something to discover, and something to protect—treating the work and the company like it’s yours to shape Give it and take it as a gift - Whether it’s a compliment or constructive feedback, use it to grow. Progress over process - Don’t hide behind the system—use it as an accelerator. Stay agile, push for what matters, and harness the latest technology to keep us ahead. Own the We - Collaboration starts with you. Ask tough questions, take responsibility, and build something greater—together. Drink the good stuff - Celebrate the wins—and the tries. Do the right thing - If it feels right or wrong, it is.

Benefits

• Healthcare Coverage – Four medical insurance options, plus dental and vision plans.
• 401(k) Plan – RevHealth matches 100% of the first 3% of your contributions and 50% of the next 2%, totaling a 4% match if you contribute at least 5%.
• Company-Paid Life Insurance – Providing peace of mind for you and your loved ones.
• Generous Flexible Paid Time Off – Supporting work-life balance.