Client Finance Manager
Client Finance Manager
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USD 100000 - 130000
1 Vacancy
Job Description
Overview
Walton Isaacson LLCs (WI) Client Finance Manager role is an essential contributor to the success of the agencys financial operations. This role provides financial partnership and accountability support to account teams and production departments ensuring sound fiscal management accurate labor tracking and strong budget-to-actual discipline. The individual in this role must be highly analytical collaborative and results oriented.
- Department: 9020 - Finance & Accounting
- Location: Culver City CA - Hybrid (Candidates must be able to work on-site 3 or more per the needs of the business days per week during designated work hours.)
- Reports To: Sr. Director Client Finance
- Direct Reports: N/A
- Job Level: Individual Contributor
- FSLA Status: Salary Exempt
- Employment Type: Regular Full-Time
Responsibilities and Essential Functions
- Serve as the primary financial partner to assigned account teams providing insights and support related to client scopes budgets and staffing plans.
- Schedule and lead monthly financial reviews for assigned accounts including reporting on revenue time tracking billing status and financial performance.
- Prepare detailed analyses of labor tracking data and variances between actual spending and budgeted allocations.
- Manage the fee component of client scopes to ensure alignment between service delivery staffing assumptions and compensation.
- Monitor client budgets including labor production and out-of-pocket (OOP) expenses.
- Forecast revenue and billings in partnership with the broader Finance and Accounting team.
- Maintain integrity across all financial reporting systems and ensure compliance with internal controls and client financial requirements.
- Manage the accounts receivable process monitor aging reports and escalate issues to senior leadership as needed.
- Oversee monthly reconciliations job closeouts and preparation of billing summaries and profitability reports.
- Support compliance with time entry expectations across departments.
- Assist with month-end close activities including journal entries and reconciliations.
- Participate in internal and external audit processes as required
- Demonstrate behavior consistent with WIs standards of conduct.
- Duties may be modified or assigned at any time to meet the needs of the business.
Required Qualifications
- Bachelors degree in Accounting Finance or a related field.
- 5 to 10 years of progressive experience in client finance financial planning and analysis or a related role preferably within a marketing advertising or professional services firm.
- Proficiency in Microsoft Excel including use of pivot tables VLOOKUP and advanced formulas.
- Familiarity with enterprise financial systems; experience with Deltek Maconomy is preferred.
- Strong written and verbal communication skills.
- Proven ability to manage multiple priorities independently while maintaining accuracy and timeliness.
- Demonstrated experience analyzing financial data and developing insights to guide business decisions.
Preferred Qualifications
- Knowledge of client master services agreements (MSAs) and statements of work (SOWs).
- Experience managing fee-based scopes and understanding the alignment between fees and labor plans.
- Prior responsibility for labor tracking systems or time entry compliance.
Physical Demands
- Standing: 5% - 10%
- Sitting: 85% - 90%
- Reaching: 5% - 10%
- Lifting: 0% - 5%
- Bending: 0% - 5%
- Stooping: 0% - 5%
- Walking: 5% - 10%
Other Physical Requirements
- Ability to occasionally travel by car to an assigned WI office or approved remote workspace.
- Travel may be required to WI headquarters (Culver City CA) or other out-of-state locations; this is expected to be infrequent and based on business need.
- Must be able to stand sit stoop bend reach walk and lift.
- Occasionally lift up to 10 pounds.
- Frequent use of a keyboard and computer monitor throughout the workday.
The salary range for this position is $100000.00 to $130000.00 (annualized salary exempt). Where an employee or prospective employee falls within this range will depend on among other factors actual pay ranges for current or former employees in the subject position; the associated discipline; market and budgetary considerations; tenure and standing with the company (for current employees); as well as the employees or applicants background pertinent experience and qualifications.
At WI we are committed to cultivating an environment that promotes diversity equity and inclusion. We foster DEI in our workplace and are a global community that believes our unique qualities should be celebrated. We want everyone at Walton Isaacson to bring their authentic selves to work every day irrespective of age disability (including hidden disabilities) gender gender identity or reassignment marital or civil partnership status pregnancy or maternity race religion or belief or sexual orientation.
Benefits Overview
- Medical: PPO High-Deductible PPO HMO (California Only)
- Dental: PPO HMO (California Only)
- Vision
- Flex Spending Account (FSA/DFSA): Medical Dependent Care
- Health Savings Account (HSA): For High Deductible PPO Medical Plan Only
- 401(K) Retirement Savings: 4% Company Match Fully-Vested
- Flexible Time Off Policy
- Paid Holidays: Up to 10 Days Year-End Break
- Electronic Expense Reimbursement
- Gym Reimbursement
- ...& MANY MORE!
Required Experience:
Manager
Employment Type
Full-Time
