Director, Client Finance
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Job Description
Director overseeing client finance within Underscore Marketing, ensuring operational governance and financial integrity for client projects across the lifecycle.
Responsibilities:
- The Director, Client Finance is a strategic leadership position tasked with ensuring financial integrity, operational governance, and strong economic performance throughout the entire client lifecycle.
- Collaborates closely with Client Services, Finance, Delivery, and Leadership teams to create scalable financial operating models that foster profitable growth and enable informed business decisions.
- Responsible for monitoring, analyzing, and optimizing client financial outcomes including tracking revenue, margins, and profitability.
- Serves as the organization’s financial and commercial strategist for client operations — translating delivery realities, staffing dynamics, and client economics into actionable insights and decision support.
Requirements:
- 8–12+ years of experience in progressive client finance roles
- Experience within an agency, consulting, marketing services, media, technology services, or project-based environment strongly preferred
- Proven experience building financial governance processes and scalable operating models
- Strong understanding of pricing strategy, resource planning, margin management, and delivery economics
- Ability to synthesize financial, operational, and delivery data into strategic recommendations
- Strong executive communication skills with the ability to influence senior stakeholders and cross-functional teams
- Experience partnering with Client Services, Delivery, Finance, and Leadership teams in fast-paced environments
- Advanced Excel/modeling capabilities and comfort working within data-heavy environments
- Strong analytical mindset balanced with operational pragmatism and business judgment
- Knowledge of Wrike.
Benefits:
- Interested?
- Apply by submitting your resume.
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