Overview
A global full-service marketing agency network serving the life sciences industry is seeking a Finance Manager to oversee the day-to-day fiscal management of a business unit. This role involves managing client portfolios including revenue, reporting, and billing while ensuring budget compliance and accuracy. The Finance Manager will collaborate closely with Account Management, Project Management, Legal, Resourcing, and other departments, providing primary support to client finance leadership and account leads.
Responsibilities
- Provide daily support for agency finance leadership tasks
- Manage and prepare revenue reporting on a weekly, monthly, year-to-date, and full-year basis, including revenue and variance analysis
- Conduct monthly reviews of client revenue during month-end close alongside business leadership, identifying necessary action items
- Prepare and review client trackers covering billing/invoicing, utilization/realization, and percentage completion
- Develop budgets and forecasts, delivering proactive data to support key decision-making
- Analyze staffing, utilization, and billability; support resourcing plans across accounts
- Review and process Statements of Work (SOWs), ensure client scope approvals, and manage Purchase Orders (POs)
- Manage and track projects effectively, including running recurring project status meetings with cross-functional teams
- Ensure timely billing of agency fees and out-of-pocket expenses; coordinate billing cadence with Account Management
- Assist with Accounts Receivable (AR), Work in Progress (WIP), and accrued/deferred revenue analysis
- Support audit requests and ensure compliance with GAAP and internal policies
- Serve as gatekeeper for Master Service Agreements (MSAs) and contract compliance
- Collaborate with the broader Finance team and portfolio leadership to provide tactical and strategic guidance
- Perform ad hoc reporting and continuously improve processes and controls
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or equivalent experience
- Minimum of 4 years of experience in Client Finance, FP&A, or Finance, preferably within an agency environment
- Experience with enterprise-level financial systems, with strong preference for Dynamics 365, and business intelligence tools such as PowerBI
- Preferred experience with agency-specific tools like Workfront and media tools such as MediaOcean
- Background in advertising, public relations, or healthcare marketing agencies is advantageous
- Advanced Microsoft Excel skills and strong proficiency in Microsoft Office (Word, Outlook, PowerPoint)
- Sound judgment, self-motivation, and ability to work independently while delivering quality work
- Ability to manage changing priorities, meet deadlines, and effectively manage time
- Strong collaboration skills to involve others appropriately in decisions ensuring alignment and support
- Working knowledge of GAAP and strong data analysis and forecasting capabilities
- Professional communication skills with the ability to triage messages and present complex information clearly
Compensation & Benefits
Competitive salaries and benefits are offered, with compensation determined based on relevant experience, qualifications, and geographic location to account for cost of living differences. Benefits packages are subject to modification.
Location
This position is based in the United States. Specific location details are not provided.