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This New York City–based role is responsible for the end-to-end financial management of programs and activations for various key clients. The Client Finance Manager supports budgeting, tracking, invoicing, reporting, and financial governance across all client workstreams. This includes managing purchase orders, overseeing accounts receivable, and partnering with internal teams to analyze budgets and expenses. The role also supports monthly and quarterly financial processes and handles occasional ad hoc requests. All work is performed to ensure alignment with client expectations and agency standards. The Client Finance Manager reports to the Senior Client Finance Manager and will be a member of the Finance team.
Job Responsibility:
Support client / program budgeting: Assist Agency teams in developing and maintaining detailed budgets for client programs and activations, including timely roll-up into internal financial systems
Monitor and track approved budget changes throughout the project lifecycle, including Agency finance tools
Review and validate all budgets before submission to the client
Create client specific reporting as required
Provide program financial governance: Conduct ongoing account and budget analysis to ensure accuracy and compliance
Partner with project teams to review resource allocations (e.g., hours vs. budget) and provide variance analysis
Analyze spending patterns, pricing, and other financial drivers as needed
Review expense transactions and allocations to ensure consistency with approved budgets
Deliver commercial and operational insights: Partner with the Senior Finance Manager to review program status and identify financial risks or opportunities
Reconcile budgets at the conclusion of each program or activation and prepare close-out documentation
Manage internal and client-facing financial reporting: Review relevant general ledger activity and recommend journal entries as needed
Prepare and analyze reports for internal stakeholders and the client, including program-level financial summaries
Support monthly actuals reporting and ensure proper documentation is maintained
Manage invoicing, A/R, and financial documentation: Manage all invoices related to client programs, ensuring alignment with agreed scopes and schedules
Track and reconcile client purchase orders against agency billing where applicable
Monitor accounts receivable and follow up on outstanding balances
Track and manage program-level credits and financial adjustments as needed
Support month-end and ad hoc financial activities: Assist with month-end tasks such as auto revenue recognition, journal entries, and financial summaries related to the client’s projects
Respond to ad hoc requests from internal stakeholders or the client in a timely and thorough manner
Requirements:
Bachelor's degree in finance, accounting, or related field
4+ years of experience in accounting and/or FP&A
Event/Marketing agency experience preferred
Proficiency in Microsoft Office
Strong Excel skills are a must (including pivot tables and formulas)
Strong organizational and multitasking skills
Excellent communication skills, both oral and written
Detail-oriented and able to perform in a high-pressure environment
Strong work ethic
Strong analytical and problem-solving skills
Experience with Oracle NetSuite preferred
Strong attention to detail and accuracy
Hybrid work schedule: ability to commute to office two days per week
Nice to have:
Event/Marketing agency experience
Experience with Oracle NetSuite
What we offer:
Competitive pay
Comprehensive benefits including medical, vision, dental, and access to a suite of wellness programs
A generous PTO policy includes company holidays, flexible unlimited PTO days, and sick days
Opportunities to learn and grow while making an impact
A group of people who value each other as much as the work we create
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