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Code and Theory · 2 months ago

Client Finance Manager

New York, New York, United States

Full-time

Onsite

Mid, Senior Level

$80K/yr - $90K/yr

5+ years exp

Code and Theory is a digital-first creative agency that combines creativity and technology. The Client Finance Manager will oversee financial operations, ensuring accuracy in project tracking, billing, and cash collection while leading continuous improvement initiatives across client finance processes.

AdvertisingDigital MediaWeb Design

Responsibilities

Oversee all active project records across Grail, Maconomy, and revenue tracking systems, ensuring accuracy and alignment with delivery teams

Review project setup and scope against contracts and supporting documentation to ensure financial compliance

Lead job reconciliations including expenses, project margin accuracy, and client billing status

Monitor project burn rates and forecast future costs to ensure timely billing and to identify risks or inefficiencies

Maintain and report on client revenue forecasts, ensuring visibility into pipeline and booked revenue performance

Ensure accurate and timely billing cycles, coordinating with delivery, PM, and account teams

Review accounts receivable aging with the collections team and take proactive steps to optimize cash flow

Support and oversee the PO creation process to ensure seamless AP handling for freelancers, vendors, and third-party suppliers

Manage complex production cost schedules, ensuring alignment between client funds and vendor payment obligations

Support employees on expense reimbursement submissions, ensuring compliance with corporate policies

Review and approve employee reimbursements for accuracy and policy adherence

Review and approve new clients and vendor setups in Maconomy

Cross-check financial data integrity across systems and documentation to uphold financial governance

Support the sales team with financial data, including commission tracking and deal economics

Lead continuous improvement initiatives across client finance processes to drive accuracy, scalability, and efficiency

Qualification

Client finance experienceProject accountingERP/finance systemsBilling workflowsRevenue recognitionAnalytical skillsProblem-solvingCommunication skillsCollaboration skills