Sr Client Financial Analyst

About the Role:

We are seeking a motivated, detail-oriented Senior Client Financial Analyst to join our Finance team. This role will play a critical part in financial operations and client partnership, helping our businesses operate efficiently and profitably. You will collaborate with cross-functional teams, develop strong relationships with Client Services, and occasionally interface with clients to ensure financial excellence.

Responsibilities:

Be the owner of all things client finance across our three businesses which includes but is not limited to:

• Accounts Receivable: Managing AR processes, including billing, issuing credits/refunds, collections, and payment application.

• Reporting: Generating project spend reporting, reviewing project burn reports with PMs, preparing and presenting client profitability to client directors, analyzing pipeline, and other ad hoc analysis

• WIP and OOP Management: Oversee Work-in-Progress and Out-of-Pocket (OOP) reporting and billing.

• Rate Card and Role Administration: Maintain and manage rate cards and role classifications in project management tools and pricing tools.

• Job Creation: Ensure each scope of work is properly tracked and classified and has corresponding job number in all relevant systems (NetSuite, Screendragon, Clickup)

• Scope Review: Review statement of works to ensure favorable financial terms

• Revenue Forecasting: Meet with PMs each week to update project revenue forecasts and ensure accurate and insightful guidance on state of the business

• Monthly Close Assistance: Support close processes, including revenue entries

• Collaboration: Build strong partnerships with Client Services, Finance, and Operations teams and communicate financial insights effectively to internal and external stakeholders.

Qualifications:

• 4-5 years of experience in financial operations, preferably within an agency or creative services business.

• Expertise in Excel, with advanced skills in data analysis and modeling.

• Strong communication and interpersonal skills, capable of building relationships with internal teams and clients.

• Experience with NetSuite, Clickup, Hubspot, and/or Screendragon a plus

• Understanding of project-based business billing and financial systems.

• Proven ability to thrive in a fast-paced, dynamic environment with competing priorities.

• High growth potential, with a proactive, solutions-oriented mindset.

What We Offer:

• A collaborative and entrepreneurial work environment.

• Opportunities to work with high-growth brands and innovative teams.

• The chance to make a significant impact on our financial and operational excellence.