Manager, Client Finance

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the financial management and forecasting for the client portfolio.

• Supervise monthly project accounting and lead status meetings with project managers.

• Manage new contract engagements and evaluate contract/project setup.

• Provide guidance to the Client Finance team on project tracking, budgets, and funds.

• Report and present project financials to leadership and stakeholders.

• Handle new client setup, review MSAs, and collaborate with legal and cross-functional teams.

• Coordinate with finance teams on intercompany revenue/cost transactions and contract execution.

• Ensure compliance of project revenue with client contracts and proper revenue recognition under GAAP.

• Prepare monthly revenue forecasts and compare results with budgets and plans.

• Oversee project hours, expenses, roles, rates, invoicing, accruals, and follow-up on accounts receivable.

• Analyze business development opportunities and project revenue variances.

• Manage project costs, subcontractor expenses, and subcontractor agreements.

• Review general ledger reconciliations, expense reports, invoices, credit card bookings, and intercompany transactions.

• Assist with annual budgeting and ad hoc financial analysis.

• Manage audit timelines, communications, supporting documentation, and schedules.

• Reassess processes and lead improvements in policies and procedures for greater efficiency.

• Prepare and analyze monthly financial reporting packages for executive management.

• Advise staff on best practices in client finance and non-routine transactions.

• Manage and mentor direct reports and junior staff in their career development.

⛳️ Requirements

• Bachelor's degree with a strong concentration in accounting, finance, or business.

• 6+ years of relevant accounting/finance experience, including 2–3 years in a supervisory capacity.

• Intermediate to advanced skills in Microsoft Excel.

• Experience in an agency or professional services environment is a plus.

• Experience with month-end close processes.

• Knowledge of revenue recognition principles.

• Experience in project accounting.

• Client services or client-facing experience.

🏝️ Benefits

• Discretionary annual bonus.

• Health insurance.

• Retirement savings benefits.

• Life insurance.

• Disability benefits.

• Parental leave.

• Paid time off for sick leave and vacation.

• Fully remote work option.

• Option to work from luxury offices in Chicago, Indianapolis, Boston, NYC, or Gladstone, NJ.