Client Finance Manager

As a Client Finance Manager at Unlock Health, you will be responsible for overseeing the financial health of client accounts by managing budgets, forecasting financial performance, and ensuring timely billing. You will also work closely with internal teams for accurate revenue recognition and handle accounts receivable management to resolve payment issues efficiently.

Candidates applying for the Client Finance Manager position at Unlock Health should possess a minimum of 4 years of financial or accounting experience, preferably within an agency or marketing service environment. A strong grasp of finance and accounting principles, especially in client-facing roles, along with excellent communication skills and attention to detail, are essential qualifications.

Unlock Health supports its Client Finance Managers by providing access to competitive salary packages, flexible work environments, comprehensive health benefits, and ongoing professional development opportunities. Additionally, the collaborative team culture fosters a supportive environment where financial experts can thrive and share insights.

The ideal Client Finance Manager at Unlock Health should be proficient in financial software tools, especially NetSuite and Workfront, as well as expert-level skills in Excel. This proficiency is vital for managing complex financial data, billing schedules, and reporting efficiently.

At Unlock Health, Client Finance Managers have ample opportunities for career growth, such as advancing into higher managerial positions like Client Finance Director or specializing in areas like financial consulting. Continuous learning and skills development are encouraged to align with evolving industry standards.

In responding to this question, focus on specific examples of your past roles where you managed client accounts, budgeting, and forecasting. Highlight your achievements and how you've applied financial principles to maintain client satisfaction and ensure success in projects.

Discuss your approach to financial controls and procedures. Emphasize your attention to detail and any software tools you use to monitor billing schedules and ensure timely invoicing. Mention how you stay updated on accounting standards relevant to revenue recognition.

Use the STAR method (Situation, Task, Action, Result) to frame your response. Describe the situation clearly, the tasks you needed to complete, the actions you took to address the issue, and the positive result of your communication and problem-solving skills.

Share your strategy for time management and prioritization. Mention tools or methods you use to stay organized and ensure that all client accounts receive the attention they require, especially in a fast-paced environment.

Outline your previous roles in which you developed financial forecasts. Discuss the methods you used, challenges you faced, and what you learned from those experiences. Highlight how accurate forecasting has positively impacted client project outcomes.

Talk about the importance of collaboration and communication. Explain how you would analyze financial data and provide actionable insights to empower internal teams in their decision-making processes, ensuring alignment with client project goals.

Identify the tools you have used, such as NetSuite, Workfront, or Excel, and explain why they are beneficial. Discuss specific functionalities you leverage that assist you in maintaining accurate financial records and efficient workflow management.

Share a specific instance where your financial analysis led to valuable insights. Discuss the data you examined, your analytical approach, and the subsequent decisions that were made based on your findings.

Describe your communication style and how you adapt it based on the client's knowledge level. Emphasize your commitment to transparency and clarity when discussing financial issues and finding suitable solutions.

Be honest about the challenges, such as managing multiple priorities and resolving client issues. Discuss how you approach these challenges with a proactive mindset and focus on collaboration to maintain positive client relationships.