Client Finance Manager (Hybrid) - Miami, FL jobs in United States
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Green House Agency, Inc · 13 hours ago

Client Finance Manager (Hybrid) - Miami, FL

Green House Agency, Inc is a company focused on growing brands that people love. They are seeking a Client Finance Manager to manage client financial performance, build scalable systems, and provide insights for leadership to make informed decisions.

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Work & Life Balance

Responsibilities

Create and maintain client fee schedules, budgets, and invoicing schedules aligned with SOWs
Lead preparation and consolidation of Budget vs. Actuals (BVA) at client and agency level, surfacing key variances and opportunities
Review contracts/SOWs to ensure financial terms, deliverables, and billing structures are executed correctly
Partner with Account Services and Operations to deliver insights that guide campaign performance and pricing
Collaborate with HRBP on workforce planning, ensuring labor allocations align with client scope and financial targets
Advise client leads on financial guardrails during negotiations, change orders, and growth opportunities
Develop and refine financial models for revenue, cost, and profitability projections
Conduct profitability analysis across campaigns, services, and client portfolios
Translate operational inputs (capacity, utilization, delivery risk) into financial forecasts
Maintain dashboards for revenue performance, burn rates, and margin health
Deliver accurate weekly/monthly reporting with clear, actionable recommendations
Build and scale financial systems, databases, and reporting processes for a growing agency
Drive automation and efficiency in forecasting/reporting with advanced Excel and ERP tools (NetSuite preferred)
Champion data governance and consistent adoption of finance tools across the business
Partner with Operations to integrate timesheets, resourcing, and workflow data into financial models
Act as a proactive partner to client teams and leadership, providing recommendations that shape strategy
Support pricing, fee structures, and revenue planning tied to agency growth
Provide scenario modeling for proposals, client expansions, and high-risk opportunities
Lead financial reviews at the vertical level, ensuring leadership visibility into risks, opportunities, and projections

Qualification

Financial AnalysisExcelERP SystemsFinancial ModelingStrategic PartneringProcess DevelopmentCommunication Skills

Required

Bachelor's degree in Finance, Accounting, Economics, or related field
5+ years of progressive finance/accounting experience (agency/marketing environment preferred)
Expertise in Excel (advanced formulas, PivotTables, Power Query, Macros)
Strong understanding of agency revenue models (retainer, project, performance-based, hourly)
Excellent communication skills—able to explain financial concepts to non-financial stakeholders
Proven ability to build scalable financial systems and processes
Strategic, detail-oriented, and commercially minded

Preferred

Master's degree
Familiarity with ERP systems (NetSuite preferred); Power BI/Tableau experience a plus

Benefits

Unlimited Paid Time Off – balance high performance with rest and recharge
Comprehensive Health, Dental & Vision – plus wellness perks
Professional Growth – exposure to client strategy, financial leadership, and agency operations
Creative Culture – a collaborative, diverse, and people-first environment

Company

Green House Agency, Inc

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Green House is an independent Brand-to-Demand agency powered by the frontline, built to turn strategy into action and moments into momentum.

Funding

Current Stage
Late Stage

Leadership Team

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Kevin Gurdon
Coca-Cola Influencer, Brand Partnerships & Events Lead
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Thomas Barker
Chief Engagement Officer
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Company data provided by crunchbase