Associate Director, Business Management at Heartbeat | New York City, NY | $97K/yr – $156K/yr

Heartbeat

Associate Director, Business Management

New York City, NY (On-site)

$97K/yr – $156K/yrMid Level7+ years expFull time

Posted 1 month ago

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Job Summary

Owns the agency financial engine for client work, driving budgets, forecasts, invoicing and staffing while keeping leadership in the loop and safeguarding project profitability.

Owns budget management, forecasting, and reporting across client work.
Leads client-facing financial conversations and coordinates resource planning with department leads.
Tracks investments and billing to align revenue with delivery and future allocations.

Job Description

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

Heartbeat

4.2 Glassdoor

Heartbeat is a full-service marketing agency for healthcare Challenger Brands. Challengers are playing a high-stakes game — they must battle behemoth competitors, upend ingrained audience habits, or transform a “me-too” product into “yes-please.” It is our lifeblood to change the fate for these brands. By questioning common wisdom and challenging category convention, we find novel ways to engage audiences, change behaviors, and shift marketing landscapes. That’s the mission, here are the creds: over 250 employees between NYC & LA; longtime agency leaders; a pile of awards from the likes of Clio Health, MM+M, and Med Ad News; the most diverse agency community in healthcare; and a culture that has been celebrated as a Best Place to Work by Ad Age and MM+M for eight years. Damn straight. For more information about Heartbeat, drop us a line at marketing@weareheartbeat.com.

Founded in 1998

New York, New York, USA

316 employees (134 in marketing)

www.weareheartbeat.com

91% recommend to a friend

98% CEO approval