Finance Director, Client Finance
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Job Description
Finance Director overseeing client financial management in agency environment. Leading budgeting, forecasting, pricing, and financial analysis for client accounts at The Lockwood Group.
Responsibilities:
- Lead financial oversight and performance management across client accounts. Serve as a key point of contact for finance-related client discussions.
- Partner with business leads to provide financial modeling, forecasting, and scenario planning.
- Present financial performance and strategic insights to account teams or senior management.
- Provide strategic financial insights tailored to each client's operational and commercial needs, ensuring compliance with financial policies and client contract terms.
- Oversee revenue recognition and overage deferral process.
- Support commercial activities, including client pricing (rate cards, RFP responses) and SOWs.
- Foster collaboration between client finance, accounting, account management, and biz dev.
- Develop and enhance complex financial models, reporting templates, and processes to improve reporting accuracy and efficiency and support strategic initiatives.
- Lead continuous improvement of financial processes and infrastructure.
- Analyze and translate financial data reviews into actionable insights, and strategic recommendations to leadership and support internal account teams.
- Ensure expectations are met for internal and client reporting processes by maintaining ongoing communication with account team members, and troubleshooting as necessary.
- Provide training where necessary to ensure best practices are followed.
Requirements:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA a plus, but not required.
- 10+ years of experience in financial analysis or related role at an agency. Client finance experience required.
- Understanding of agency operations, client contract terms, and commercial finance.
- Strong Excel and financial modeling skills; familiarity with BI tools (especially PowerBI) is a plus.
Benefits:
- Flexible work arrangements
- Professional development
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