Head of Client Finance
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Job Description
Head of Client Finance managing financial strategy across client accounts at Community Boost. Ensuring profitability and accuracy in digital advertising for nonprofit organizations.
Responsibilities:
- Lead financial strategy for client accounts, ensuring healthy margins, accurate forecasting, and alignment with agency revenue goals.
- Oversee AR and AP processes, ensuring timely invoicing, collections, vendor payments, and financial accuracy across all client engagements.
- Partner with Accounting to reconcile revenue, expenses, and month‑end close activities.
- Collaborate with HR and workforce management tools to analyze labor costs, utilization, capacity, and staffing models.
- Build and maintain financial dashboards, reporting frameworks, and forecasting models that support executive decision‑making.
- Provide financial guidance to SAMs, PLs, department heads, and other leaders on pricing, scopes, burn rates, and profitability.
- Monitor client budgets, pacing, and contract compliance to prevent over‑delivery and protect margins.
- Lead annual budgeting, quarterly reforecasting, QBR financial preparation, and end‑of‑year closing processes in partnership with leadership.
- Develop and refine financial policies, controls, and workflows that support operational excellence.
- Serve as the primary point of contact for financial audits, compliance reviews, and external accounting partners.
- Identify financial risks and opportunities, proactively recommending solutions to improve efficiency and profitability.
- Train internal teams on financial literacy, budget management, and best practices for scope discipline.
Requirements:
- 8–10+ years of finance experience within a large or global advertising, media, or digital agency.
- Proven track record managing AR/AP, forecasting, and financial operations in a fast‑paced environment.
- Strong understanding of agency labor models, utilization, billable vs. non‑billable structures, and staffing allocations.
- Experience working with accounting and HRIS systems such as QuickBooks, NetSuite, Deltek, BambooHR, Gusto, or similar.
- Advanced proficiency in Excel/Google Sheets, financial modeling, and data visualization tools.
- Demonstrated ability to partner with cross‑functional teams and influence decision‑making.
- Exceptional attention to detail, accuracy, and process discipline.
- Strong communication skills with the ability to translate financial data into clear insights for non‑finance stakeholders.
- Bachelor’s degree in Finance, Accounting, Business, or related field; MBA or CPA preferred.
Benefits:
- This is a fully remote role; work is performed in a home office setting.
- Regular virtual interaction with employees, leadership, and external vendors.
- May occasionally require flexible scheduling to accommodate time zone differences.
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