Taylor · 1 day ago
Associate Director, Client Finance
NYC Metro Area
Full-time
Onsite
Senior Level, Lead/Staff
$120K/yr - $120K/yr
4+ years expTaylor is a company seeking an Associate Director, Client Finance who will act as a financial partner to clients and internal teams. The role involves managing complex financial workflows, conducting financial analysis, and improving systems and processes to support integrated marketing initiatives.
Digital MarketingDigital MediaTelecommunications
Responsibilities
Own the end-to-end monthly billing process, ensuring accuracy, timeliness, and strong documentation across all billing cycles
Proactively identify and resolve billing issues before they impact cash flow or client relationships
Serve as a backup and support partner to the Senior Controller, liaising with Account teams and Accounts Receivable to support timely collections and AR issue resolution
Deliver clean, well-supported billing packages that reduce downstream corrections and rework
Conduct detailed financial analysis to assess profitability, pacing, and performance of client workstreams
Maintain and deliver month-end reporting, budget trackers, burn reports, WIP analysis, over-servicing reporting, and utilization reporting
Prepare materials and commentary for monthly revenue forecast meetings, including quarter-over-quarter growth insights
Maintain and reconcile monthly fee charts across all revenue streams, partnering closely with Account Leads to ensure accuracy and compliance with Taylor’s revenue recognition policies
Evaluate staff utilization and capacity using forecasted and actual data, identifying risks and opportunities early
Support staffing vs revenue planning through clear summaries, templates, and structured checkpoints throughout the month
Help teams understand how staffing decisions impact revenue, margins, and delivery commitments
Maintain full accountability for the agency time-tracking system, acting as the subject-matter expert for usage, troubleshooting, training, compliance, and ongoing improvements
Translate client SOWs into accurate allocations within staffing tools and time-tracking systems ensuring alignment between contracts, budgets, and execution
Identify opportunities to improve workflows across financial systems (time tracking, accounting, automation of staff planning, expense management, reporting), with a focus on reducing manual work and improving consistency over time
Review all client passthrough vendor contracts and track vendor spend to ensure alignment with client budgets
Reconcile vendor costs and proactively address discrepancies to minimize overspend
Oversee client PO balances to ensure accuracy and maximize pre-billing opportunities
Maintain organized, audit-ready client SOW documentation in partnership with Account Leads
Support internal and external audits by preparing required materials, including passthrough analysis and revenue by state
Ensure financial records are accurate, complete, and defensible
Act as a reliable, solutions-oriented financial partner to Account, Creative, Production, and Leadership teams
Translate complex financial concepts into clear, digestible guidance for non-finance partners
Support stronger financial understanding across the agency through thoughtful explanations, responsiveness, and consistency
Qualification
Required
4–5 years of experience in client finance, FP&A, or agency finance
Strong understanding of GAAP, accruals, and revenue recognition
Proven ability to manage billing and forecasting accurately under pressure
Advanced Excel skills (lookups, pivots, dashboards, complex formulas)
Experience with QuickBooks Enterprise Online or similar accounting systems
Experience owning or administering time-tracking systems
Strong organizational skills and ability to manage multiple deadlines
Clear, confident communicator with both finance and non-finance stakeholders
Ownership mindset with a demonstrated track record of improving workflows and reliability
Strong time management skills, including the ability to prioritize multiple deadlines and effectively manage workload
Excellent verbal and written communication skills and presentation skills
Ability to effectively work and communicate with finance and non-finance stakeholders
Able to streamline tasks to ensure accuracy and take 'ownership-mentality' in work/clients/practices
Company
Taylor
Taylor is a telecommunication firm that focuses on marketing communications, strategic consulting and media training services.
51-200 employees
H1B Sponsorship
Taylor has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (10)
2022 (3)
2021 (4)
Funding
Current Stage
Growth StageLeadership Team
T
Tony Signore
CEO & Managing Partner
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