Will provide valuable guidance and support to the Finance and Client Service teams. This position will report into the SVP, Finance and collaborate with leaders on a daily basis and will be contributing to overall financial modeling and analysis during requirements planning, business reviews, and providing business insights into key initiatives.

Account Finance

• Liaison between account and shared services on job creation, budget set up and all aspects of billing.
• Review client scopes to confirm accuracy with rates, pricing, and business terms.
• Maintain trackers for Purchase orders and monthly revenue
• Drive monthly revenue recognition calculation
• Ensure that WIP is cleared in a timely and orderly manner, client documentation/PO’s are secured, and oversees duration of the project lifecycle. Includes preparation of ETC documentation and proper revenue recognition
• Manage Accounts Receivables
• Provide counsel and accountability related to change order management
• Help support client, internal audits and ad-hoc requests as needed
• Train and ensure project management and account staff are adhering to financial

Financial Close, Budgeting and Forecasting Support

• Work with local office leadership and SVP with monthly/quarterly reporting
• Provide ad hoc financial data necessary for leaders to make informed decisions
• Assist with Monthly P&L Analysis
• Process office level revenue and expense entries for shared services
• Lead quarterly forecasting discussions on assigned accounts
• Provide financial insights for recurring business reviews with key stakeholders
• Provide financial onboarding to staff to help educate on financial literacy.

Preferred Qualifications

• 7+ years’ experience (Agency/Services industry preferred)
• BA/BS degree, preferable in accounting or Finance
• Ability to meet deadlines and manage multiple tasks simultaneously
• Ability to be flexible and work in a fast-paced environment
• Excellent written and verbal communication skills
• Expert in excel
• SAP experience highly preferred

Top Accountabilities

• Identify critical business opportunities, risks and initiatives and provide best practice financial analysis and insights to support decision making.
• Identify opportunities to drive greater efficiency and effectiveness of all finance activities.
• Able to interface vertically across all levels of the account team as needed
• Show an eagerness to grow and learn more about the business. This includes asking questions, reading, modeling others, and being open and responsive to feedback/areas of improvement.
• Exhibit professionalism and commitment to role, company and creative product.
• Maintain a high level of integrity, and serve as a model for all other team