Finance Business Manager - Agency jobs in United States
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EVERSANA INTOUCH · 6 days ago

Finance Business Manager - Agency

EVERSANA INTOUCH is a global, full-service marketing agency network serving the life sciences industry. The Finance Business Manager is responsible for overseeing day-to-day fiscal management of a business unit, managing client portfolios, and collaborating with various departments to ensure budgetary compliance and accuracy.

AdvertisingCRMHealth CareMarketing

Responsibilities

Day to day support on tasks for Agency finance leadership
Manage and prepare revenue reporting (weekly, monthly, YTD, FY) and provide revenue/variance analysis
Monthly review of the Client revenue as part of the month-end close alongside business leadership; identifying action items to be completed by finance or business teams
Monthly preparation and review of client trackers inclusive of billing/invoicing, utilization/realization, and percentage completion
Prepare budgets and forecasts; deliver proactive data to enable key decisions
Analyze staffing, utilization and billability; support resourcing plans across accounts
Review and process Statements of Work (SOWs); ensure client scope approvals and manage Purchase Orders (POs)
Effectively manage and track projects; run recurring project status meetings with cross-functional teams
Ensure timely billing of agency fees and out-of-pocket expenses; partner with Account Management on billing cadence
Assist with Accounts Receivable (AR), Work in Progress (WIP), and accrued/deferred revenue analysis
Support audit requests and compliance with GAAP and internal policies
Serve as gatekeeper for Master Service Agreements (MSAs) and contract compliance
Collaborate with the broader Finance team and portfolio leadership; provide tactical and strategic guidance to solve problems
Perform ad hoc reporting as needed and continuously improve processes and controls

Qualification

Client Finance experienceDynamics 365Financial analysisPowerBIMicrosoft ExcelGAAP knowledgeProfessional communicationCollaboration skillsTime managementSelf-motivated

Required

Bachelor's degree in Accounting, Finance, Economics or Business Administration (or equivalent experience)
4+ years of Client Finance/FP&A/Finance experience, preferably in an agency environment
Experience with enterprise-level financial systems - Dynamics 365 (strong preference) – and business intelligence tools (PowerBI)
Experience working in advertising/public relations or healthcare marketing agencies
Advanced Microsoft Excel skills; strong proficiency in Microsoft Office (Word, Outlook, PowerPoint)
Sound judgment; self-motivated with the ability to work independently and deliver quality work
Ability to adjust priorities, respond to changing demands, and meet deadlines by effectively managing time
Strong collaboration skills—appropriately involve others in decisions to ensure alignment and support
Working knowledge of GAAP; strong data analysis and forecasting skills
Professional communication, with the ability to triage messages and present complex information clearly

Preferred

Preferred experience with Agency specific tools like Workfront and Media tools like MediaOcean

Company

EVERSANA INTOUCH

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EVERSANA INTOUCH is a commercial services platform that offers healthcare marketing services.

Funding

Current Stage
Late Stage

Leadership Team

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Francis Namouk
SVP, Client Partner
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Daniel J. Gandor
Executive Vice President, Head of Omnichannel and Digital Transformation
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Company data provided by crunchbase