Responsibilities

• Client-facing lead on all financial client request; pertaining to: Budget Management and Reporting, Accruals, Invoicing, and other adhoc needs
• Provides clear and reliable analysis of each client’s financial status, goals, and strategic needs.
• Provides clear and reliable long term planning of client finances
• Provides accurate and realistic forecasts; actively manages forecast to ensure targets are met and finance is in the loop with the latest information (PE, billing, etc.)
• Ensures financial control of all client work (estimates, jobs, fees, billing, expense monitoring) throughout the agency team
• Responsible for regular budget status reporting for client and internal audiences; assesses trends and keeps all applicable parties in the loop
• Reviews statement of work documentation; accountable for ensuring scope documentation is in place for all work
• Responsible for account investment tracking, reporting, and working the teams to mitigate future investments
• Needs to provide clear communication around staffing forecasts and allocations as they relate to the revenue phasing
• Partners with department leads to identify and manage true resource needs (internal and external) across the agency team

Requirements

• 7+ years of agency experience in business management, finance, or account operations (healthcare/pharma preferred)
• Strong expertise in budgeting, forecasting, revenue tracking, and financial reporting
• Experience owning account financial oversight (estimates, SOWs, billing, expense management)
• Highly analytical and naturally curious, with the ability to interpret data, draw conclusions, and provide thoughtful recommendations
• Comfortable leading client-facing financial conversations, including presenting insights and guiding senior stakeholders
• Confident presence with ability to run meetings and communicate what the data is telling the business
• Experience with resource planning and staffing forecasts tied to revenue
• Strong collaborator who can partner across teams to solve problems and drive alignment

Benefits

• medical coverage
• dental
• vision
• disability
• 401K
• parental and family care leave
• family forming assistance
• tuition reimbursement
• flexible time off