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Client Finance Manager

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Edelman is a voice synonymous with trust, reimagining a future where the currency of communication is action. Our culture thrives on three promises: boldness is possibility, empathy is progress, and curiosity is momentum.

We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging.

Edelman is currently seeking a Client Finance Manager to join its growing team. This is an opportunity for an experienced finance professional to take on a leadership role, partnering with business leaders and internal account teams to manage a large and growing practice’s P&L. This person will also be responsible for the day-to-day management of large complex clients, partnering with senior management on staffing, forecasting and pricing of the business.

Responsibilities:

Financial management of Dept. P&L including oversight of revenue recognition, financial reporting, forecasting, process compliance and staffing.
Partner with account teams in pricing client proposals, responding to Requests for Proposals/Information and developing budgets (with oversight)
Facilitate negotiation of client and vendor contracts between clients/vendors, account staff/senior management and legal department, including full review of all business terms (with oversight)
Ensure that projects are managed in accordance with contracts; create summary sheets (contract cheat sheets) for Account teams
Ensure written client agreement is obtained (via contract, letter of agreement, signed scope of work, etc.) for all work and are appropriately archived and classified
Provide senior management with monthly financial package describing results to date, forward projections compared to budget and commentary around noticeable trends
Prepare management reports, identify and communicate areas of concern and suggested improvements to account staff and management (e.g., client profitability, utilization, over/under service, missing time, revenue risk and staffing plans)
Facilitate monthly billing – liaison between account staff and billing department and review billing reports.
Drive profitability by working with department’s management and account teams to improve client and resource management
Review staffing utilization, realization, and capacity and proactively communicate meaningful observations to Finance Director.

Basic Qualifications:

A minimum of five years of client finance experience
Professional services industry/Advertising Agency experience preferred
CPA, MBA, or public accounting experience is a plus

Preferred Qualifications:

Well organized with strong time management skills and attention to detail, follows through on multiple projects and juggle conflicting priorities in a fast paced environment
Strong financial analysis and management skills; good business acumen
Ability to articulate financial concepts in layman’s terms
Self-starter who takes initiative
Advanced Excel skills
Excellent written, oral and interpersonal communication skills
Client service oriented and fosters positive working relationships

$62,000 - $111,000 a year

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An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH’s total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits.

Edelman offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.

Edelman is committed to diversity, equity and inclusion and proud to be an equal opportunity employer. We welcome and encourage racially and ethnically diverse people, members of the LGBTQ community, veterans, parents, individuals with disabilities and members of any and all protected classes to apply.

Average salary estimate

$86500 / YEARLY (est.)

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$62000K

$111000K

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What You Should Know About Client Finance Manager, Daniel J Edelman Holdings

Join Edelman as a Client Finance Manager in New York, where your expertise will help shape the financial future of our organization. We're not just a communications agency; we're a team driven by our core promises of boldness, empathy, and curiosity. In this role, you’ll take on a leadership position, collaborating closely with business leaders and account teams to manage the P&L of a rapidly growing practice. You’ll be at the forefront of financial management, overseeing revenue recognition, financial reporting, and ensuring process compliance. As the primary liaison between accounts and senior management, your keen eye for pricing proposals and budget development will be essential. We’re looking for someone proactive, who thrives in a fast-paced environment, and can articulate financial concepts in accessible terms. You won’t just be crunching numbers; you’ll be improving resource management and ensuring contractual obligations are met, all while fostering positive relationships with clients and vendors. If you are meticulous, organized, and have a flair for financial analysis, we want you on our team. At Edelman, we take pride in our supportive workplace culture, and we’re committed to diversity and inclusion, encouraging people from all backgrounds to consider applying. Your journey towards inspiring communication and effective finance management starts here!

Frequently Asked Questions (FAQs) for Client Finance Manager Role at Daniel J Edelman Holdings

What are the key responsibilities of a Client Finance Manager at Edelman?

The Client Finance Manager at Edelman is pivotal in overseeing the financial health of the department’s P&L. Responsibilities include managing revenue recognition, financial reporting, and collaborating with account teams on pricing proposals and budget development. You will facilitate contract negotiations with clients and vendors, ensure projects adhere to contractual agreements, and provide monthly financial packages that deliver valuable insights to senior management regarding profitability and resource utilization.