Client Finance Manager

The Client Finance Manager at Movers + Shakers will oversee client budgets from initial estimates to closing processes. You'll work closely with the Business Partnerships group to comprehend key financial aspects of client contracts, manage external accounts receivable, and ensure timely billing. Moreover, tracking out-of-pocket costs, supporting revenue management, and providing reports on client/job profitability are vital parts of this role.

To excel as a Client Finance Manager at Movers + Shakers, candidates should hold a BA/BS in Accounting, Finance, or a related field. Additionally, 3-5 years of experience in finance roles, ideally within marketing, advertising, or professional services, is crucial. Familiarity with financial systems like Deltek Maconomy or OneStream and expertise in Excel and PowerPoint are also advantageous.

As a Client Finance Manager at Movers + Shakers, you'll play a collaborative role, acting as a liaison between various teams like Business Partnerships and Production. Your ability to communicate complex financial ideas clearly will foster strong teamwork, ensuring that all projects run smoothly and efficiently while staying within budgetary constraints.

In the Client Finance Manager role, you may work with financial systems like Deltek Maconomy and OneStream for managing budgets and reports. Additionally, proficiency in tools such as Microsoft Excel and PowerPoint will be essential for analyzing data and presenting financial information effectively.

The estimated salary range for the Client Finance Manager position at Movers + Shakers is between $80,000 and $100,000. However, actual compensation packages depend on individual skills and experience. We encourage open discussions about salary during the application process to ensure alignment and clarity.

When managing multiple client budgets, I prioritize by assessing each budget's complexity and deadlines. I would create a detailed project timeline to track progress, enabling me to allocate my time effectively. Using financial software can help maintain organization and provide real-time updates.

In my previous roles, I had hands-on experience implementing ASC 606 revenue recognition principles. I ensured compliance by analyzing contracts and identifying performance obligations, which guided accurate revenue reporting. This understanding significantly aided in aligning financial reports with regulatory standards.

To ensure accuracy in financial reporting, I implement a thorough review process. This includes cross-checking figures against source documents, reconciling discrepancies, and utilizing financial software for error detection. Additionally, I believe in continuous communication with team members to clarify any uncertainties in data.

My approach to collaboration involves active listening, clear communication, and establishing shared goals. I make it a point to understand each department's needs and objectives, which fosters a cooperative environment. Regular check-ins and open dialogues help maintain alignment throughout projects.

Monitoring out-of-pocket costs involves establishing a robust tracking system at the outset. I utilize spreadsheets or financial software to log all expenses, reviewed regularly against the budget. This proactive approach allows me to identify any anomalies early and make necessary adjustments.

When discrepancies occur, I start by conducting a detailed analysis to understand the cause. I engage with project leads to gather feedback and identify any unforeseen challenges. From there, I document the adjustments and communicate with the team to update expectations and budget forecasts.

For financial analysis and reporting, I primarily rely on Excel for data manipulation and visualization. Additionally, I like to leverage financial management systems to aggregate data from various sources, enabling comprehensive analyses that support decision-making.

My approach to month-end closing involves meticulous preparation in the weeks leading up to it. I outline all necessary tasks, collaborate with team members for timely submissions, and ensure that all data is accurate. Following the closing, I conduct a review process to analyze financial performance against projections.

In my previous role, I identified that our invoicing process was causing delays in cash flow. I proposed an automated billing system that reduced manual entries and streamlined our invoicing timelines. This change improved our turnover rate and significantly enhanced our financial workflow.

If a client contested a billing issue, I would first approach it with understanding, acknowledging their concerns. I’d review the billing details and any relevant contractual agreements collaboratively, ensuring transparency. My goal would be to resolve the dispute amicably while maintaining a strong client relationship.