Specialist, Client Finance

Overview

This role supports the financial management of a client portfolio, partnering with Finance and client-facing teams to manage budgets, forecasts, billing, revenue recognition, accounts receivable, and client financial reporting.

The ideal candidate is detail-oriented and proactive, able to manage multiple priorities, surface financial issues early, and provide clear guidance that helps teams protect project profitability.

Responsibilities

• Manage the financial requirements of an assigned portfolio of clients, including client-specific financial reporting and final reconciliation.
• Monitor client revenue and vendor expenses to support accurate billing, revenue recognition, and project reconciliations in accordance with client agreements and company policies.
• Partner with client-facing teams to provide financial guidance, identify risks, and inform decisions related to revenue recognition, vendor spending, and project economics.
• Manage accounts receivable for assigned clients by ensuring invoices are issued accurately and on time, monitoring outstanding balances, and proactively addressing collection issues.
• Review and validate vendor invoices for accuracy in alignment with project budgets.
• Produce accurate and balanced financial reports while identifying potential issues such as budget overruns, write-offs, unusual spending patterns, tax considerations, or other financial risks, and escalate them appropriately.

Qualifications

• 2–4 years of relevant experience in finance, accounting, client finance, project accounting, billing, or a related financial operations role; experience within a professional services, consulting, agency, or project-based environment is preferred.
• Bachelor’s degree or diploma in Finance, Accounting, Business Administration, Commerce, or a related field, or an equivalent combination of education and relevant experience.
• Working knowledge of budgeting, forecasting, job costing, billing, accounts receivable, accounts payable, revenue recognition, and financial reporting.
• Strong analytical and problem-solving skills with exceptional attention to detail; ability to identify discrepancies, financial risks, and opportunities for improvement.
• Strong planning and organizational skills with the ability to manage multiple client priorities, meet deadlines, and respond with appropriate urgency in a fast-paced environment.
• Excellent verbal and written communication skills, with the confidence to build relationships, collaborate across teams, influence decisions, and communicate financial information clearly to both finance and non-finance stakeholders.

Preferred Qualifications

• Experience supporting client finance, billing, and project-based financial operations in a professional services/consulting/agency environment.

Compensation & Benefits

• Anticipated salary range: $65,000 to $78,000.
• Final compensation will be determined based on the successful candidate’s qualifications. Additional flexibility may be considered for candidates whose experience and expertise significantly exceed the role’s core requirements.

Benefits include:

• Flexible PTO, summer Fridays, and paid parental leave (up to 16 weeks for birthing parents); closed from Christmas to New Year’s.
• Comprehensive medical benefits and free premium access to the Calm app for relaxation and mindfulness.
• 401(k) with a 3% company contribution* (US Only), life insurance, long-term disability, and AD&D coverage.
• A professional development fund ($500) and continuous learning programs.
• Company-provided laptop & accessories, monthly Wi-Fi & cell stipend, ChatGPT Enterprise Access, and exclusive discounts through Perkopolis.

Location

• Remote role.
• Required to work in EST hours.
• Candidates must be eligible to work in Canada, without visa sponsorship.