Associate Director, Finance

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Take ownership of the agency's general ledger(s) and ensure the accuracy of all financial records.

• Oversee accounts payable for all agency vendors and manage accounts receivable and billing schedules.

• Direct the end-of-month closing process with precision and efficiency.

• Supervise the reconciliation of all bank accounts and corporate credit cards.

• Oversee the payments and reconciliations of corporate and payroll taxes.

• Manage 401(k) funding contributions and conduct annual plan audits.

• Assist in audits performed by external and statutory auditors.

• Aid in the creation and management of forecast reports for operating expenses and revenue.

• Compile and analyze labor reports to evaluate bill rates and profitability.

• Support cash management, revenue analysis, and the presentation of financial statements.

• Collaborate with agency leadership to develop internal financial tools, dashboards, and models (profitability, forecasting, ratio analysis, etc.).

• Assist in P&L management across the agency’s combined P&L and specific office/department P&Ls.

• Continuously assess and enhance finance tools, reporting systems, and internal policies.

• Identify and highlight opportunities for cost reduction or operational improvement within OPEX.

• Review client SOWs and staffing plans to ensure adherence to financial metrics, rate cards, and profit margins.

• Own and refine expense reimbursement and billable expense policies (Rippling Spend, Amex).

• Create and oversee internal agency budgets for T&E, office expenses, marketing investments, educational departments, and contract labor.

• Support the SVP, Finance in acting as a strategic finance partner to Talent and Resource Management, providing financial context and guidelines for hiring decisions, staffing plans, and capacity planning.

• Work closely with Resource Management to ensure scopes of work and project staffing are designed with profitability and budget integrity in mind.

• Assist the SVP, Finance with headcount planning by preparing and maintaining the financial models associated with new hires, backfills, and contract-to-hire conversions.

• Bring a financial perspective to workforce planning discussions, providing senior leadership with the necessary data and analysis to make well-informed decisions regarding growth.

• Collaborate with HR on payroll administration, including reconciling payroll journal entries, ensuring multi-state compliance, and serving as the finance point of contact for compensation-related changes and off-cycle payroll activities.

• Manage client revenue accounting throughout the entire billing lifecycle, which includes SOW review, fee staff plans, client invoicing, revenue recognition, burn rate analysis, AR follow-up, and monthly revenue pipeline reporting in collaboration with account and resource management teams.

⛳️ Requirements

• Bachelor’s degree in Finance or Accounting; CPA certification is advantageous.

• 7-9+ years of experience in Accounting & Finance.

• Experience in an Advertising or Media agency is essential.

• Strong understanding and application of GAAP Accounting practices.

• Ability to manage both day-to-day accounting tasks and broader FP&A responsibilities.

• Excellent proficiency in Microsoft Excel and Google Sheets.

• Experience with tools such as NetSuite, time tracking systems, and expense/reimbursement platforms.

• Proficient in Microsoft Office or Google Slides for reporting and presentations.

• Familiarity with client, procurement, and vendor management platforms like Amazon Payee Central, Ariba, Tungsten, etc.

• Skilled in presenting and explaining financial information, reports, and analyses to both finance-savvy individuals and those less familiar with finance.

• Strong oral and written communication abilities.

• Capable of working independently and managing workload and priorities effectively.

• Proactive in identifying potential issues and providing constructive solutions.

• Determined to excel in all tasks, with a genuine passion for aiding company growth.

🏝️ Benefits

• 100% employer coverage for health (base plan), vision, and dental.

• 401K Retirement Plan with Company Match.

• Short and Long Term Disability coverage.

• Life Insurance & AD&D.

• Paid Parental Leave.

• Fully-Remote Agency.

• Flexible Paid Time Off.

• Take-As-You-Need Paid Time Off.

• Take-As-You-Need Paid Mental Health Days.

• Minimum of 10 days required off per year.

• Company Paid Holidays and a Week-Long Winter Agency Closure.

• Support for ongoing education.

• New Business Referral Bonus.

• Movement Journey Program - Stipend for personal development.

• Health and Wellness Program.

• WeWork Membership.

• Positive Impact and Diversity, Equity, and Inclusion (DEI) Committees.

• Employee Resource Groups.