Manager, Client Finance

About the role

The organization operates within the professional services industry, focusing on managing client finance operations. It addresses challenges in financial management, contract compliance, and revenue recognition to support accurate forecasting and reporting for client portfolios. The company maintains multiple office locations while supporting fully remote roles.

The Manager, Client Finance is responsible for overseeing financial management and forecasting across a client portfolio. This role ensures accuracy in project accounting, contract assessments, and financial reporting, contributing to the organization’s financial integrity and compliance. It plays a key role in guiding the client finance team, managing invoicing and revenue recognition, and collaborating with cross-functional teams to support business development and audit processes.

Responsibilities

• Supervise monthly project accounting and lead status meetings with project managers.
• Manage new contract engagements and ensure accurate project setup.
• Guide client finance team on project tracking and budget compliance.
• Report project financials to stakeholders.
• Manage client onboarding and review contracts with legal and other teams.
• Coordinate intercompany revenue, cost transactions, and contract execution.
• Review project revenues for contract compliance and update on new awards.
• Ensure proper accounting and revenue recognition in line with GAAP.
• Prepare monthly revenue forecasts and collaborate with FP&A on pipeline revenue.
• Manage hours, expenses, and rate assignments for client projects.
• Oversee client invoicing, reconcile issues, and manage accounts receivable.
• Manage monthly client accruals and consolidate with other entities.
• Support business development opportunities and prepare variance analyses.
• Manage project costs and subcontractor expenses including agreements.
• Review general ledger reconciliations and forecast expenses.
• Conduct secondary reviews of expense reports and vendor approvals.
• Reconcile intercompany transactions and collaborate with finance leaders.
• Assist with budgeting and lead budgeting for specific P&L items.
• Manage audit timelines, communications, and prepare audit documentation.
• Lead process improvements to enhance departmental efficiency.
• Update financial forecasts and assist with ad hoc reporting and analysis.
• Prepare monthly financial reports for executive management.
• Advise staff on client finance best practices and mentor junior team members.

Requirements

• Bachelor’s degree with concentration in accounting, finance, or business.
• At least 6 years of relevant accounting/finance experience, including 2-3 years supervisory experience.
• Intermediate to advanced Microsoft Excel skills.
• Preferred: Experience in agency or professional services.
• Preferred: Month-end close experience.
• Preferred: Revenue recognition expertise.
• Preferred: Project accounting experience.
• Preferred: Client services or client-facing experience.