The Role

The Client Finance Manager acts as a strategic finance partner within an advertising agency environment. This role supports account leadership by managing end-to-end client financials, including invoicing, accounts receivable, revenue recognition, and profitability management, across complex project-based and retainer engagements. The role also serves as a key point of contact for internal finance-related questions on active client work and projects.

Responsibilities

Client Financial Management & Revenue Recognition

• Partner closely with Account Directors and Client Leads to manage full client P&Ls
• Ensure accurate and timely invoicing, including review of billing inputs, validation of work completed, and issue resolution
• Own revenue recognition processes (percentage completion, retainer, and project-based billing models)
• Manage accounts receivable tracking, including aging analysis, follow-ups, and coordination with clients and internal teams
• Lead monthly client financial reviews, including revenue, cost, margin, and profitability analysis
• Oversee accruals, reconciliations, and revenue adjustments

Client Advisory & Profitability Optimization

• Provide financial insights on pricing, scope, and contract terms to maximize profitability
• Identify financial risks such as scope creep, under-recovery, or billing leakage and recommend mitigation strategies
• Monitor client KPIs including burn rates, utilization, and budget vs. actual performance
• Respond to internal questions related to project financials, including status of spend, billing, and revenue recognition

Forecasting & Planning

• Manage forecasting and budgeting for assigned client portfolio
• Collaborate with FP&A, Accounting, and Operations to ensure alignment of financial forecasts and actuals
• Support scenario modeling for new and existing client work

Billable Utilization & Resource Management

• Partner with Resource Management and Account teams to monitor staff utilization rates
• Analyze billable vs. non-billable time to ensure alignment with revenue targets
• Track utilization against targets (typically 70–85% depending on role level)
• Identify under- or over-utilization trends and recommend staffing or resourcing adjustments
• Support pricing models using utilization assumptions and blended rate structures
• Evaluate scope vs. actual hours to identify efficiency opportunities and margin leakage
• Provide utilization reporting and variance analysis to leadership

About You

• Bachelor’s degree in finance, accounting, or related field
• 5–8+ years of finance experience within large agency networks or small to mid-sized agencies required
• Strong knowledge of revenue recognition and project accounting
• Experience with invoicing cycles, billing operations, and accounts receivable management
• Experience working with utilization models and resource-based forecasting
• Advanced Excel skills (pivot tables, financial modeling)
• Strong communication and stakeholder management skills
• Working proficiency with financial systems (NetSuite preferred)

What Makes Us Different

JPA Health offers you the opportunity to work with purpose as you achieve extraordinary results for our clients. You will elevate your career in an environment that thrives at the intersection of wellness, connection, and compassion. Our mission to help people live healthier lives begins with you.

Our approach prioritizes compassion to ensure you and your family flourish. We promote flexibility with adaptable work arrangements for a balanced personal and professional life. Respect, inclusion, camaraderie, and connection – this is the heart of our agency’s ethos. We elevate each other. We work collaboratively. And we push ourselves to think bigger.

In addition, JPA Health offers:

• Paid time off when you need it most: 20+ days PTO, 10 holidays, Sabbatical, bereavement & compassion leave, parental leave, civic duty, volunteer time and year-end office closure.
• Unlimited access to LinkedIn Learning, internal webinars through JPA’s Elevate Institute, tuition reimbursement, paid professional development, and paid learning and development time.
• An impressive and comprehensive benefits package that supports you and your family’s physical, mental and financial well-being.
• Competitive pay and opportunities to advance. The anticipated starting pay for this role is between $80,000 to $100,000 annually, based on a variety of factors including but not limited to experience, qualifications, and location. You may also be eligible for performance-based bonuses. We review compensation annually and evaluate readiness for promotions every quarter.

At JPA Health, we put people first. We believe that a wide range of perspectives and experiences enhance our work and enable us to better serve our clients. Our Core Values – Collaboration, Communication, Creativity, Curiosity, and Compassion – guide our daily interactions and deepen our understanding of the clients we serve.

We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of disability status, veteran status, or any other legally protected category. If you require an accommodation in order to apply for a position with JPA Health, please contact us for assistance at Recruiting@jpa.com.

About JPA Health

JPA Health is a fully integrated marketing, communications and medical communications agency for clients ranging from emerging biotech to established pharmaceutical companies and public health organizations. We work exclusively within the health sector. We share our clients’ commitment to making people healthier. In fact, some might say we are obsessed with improving and protecting lives. Check out our sizzle reel!