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Associate Director, Client Finance

Remote, United States

Associate Director, Client Finance

About the Finance Team:

Collectively’s Finance team believes in partnership and collaboration. We work closely with other departments in helping to achieve overall business success. We are proactive and service oriented. We share our knowledge and are interested in understanding and learning about the opportunities and challenges that both our teammates and clients face on a daily basis. We are committed to working efficiently, to providing timely and accurate information, and to offering the advice and finance expertise needed to achieve our financial goals.

We are seeking a results-driven Associate Director, Finance to support financial planning, reporting, and strategic analysis for one of our largest accounts. This role will work closely with the VP of Production and the VP of Client Services to ensure financial reporting is running smoothly.  Candidates must be open to a dynamic work environment and must have the ability to dive into the details while also keeping an eye on the big picture. The ideal candidate will bring 10+ years of finance and leadership experience in an advertising agency, ideally with a knowledge of the influencer market place. 

Responsibilities

Client Finance works closely with the Client Partnerships (CP) and Production teams to facilitate financial processes, to ensure accuracy and compliance, and to monitor project budgets and deliver financial performance that aligns with agency goals.

 

  • Reporting into the SVP of Finance, the Associate Director of Finance will be the lead financial business partner for the Collectively client leads advising on budgeting, reporting, commercial modeling, and profitability.
  • Lead monthly forecasting, budgeting cycles, and financial modeling in coordination with the agency account and production leads. 
  • Manage a matrixed external client relationship and develop internal and external relationships with client procurement with timely, proactive communication and follow-up.
  • Own month-end close processes to complete journal entries for revenue, reporting, and adhering to audit compliance.
  • Prepare and deliver financial reports and variance analysis to SVP, Finance, CP and Production teams
  • Manage project financial information in coordination with client teams and provide support to client teams in monitoring client budgets and spending
  • Partner with our client partnership and new business teams to review and approve budget plans and forecasting revenue for each client and project(s).  
  • Secure client P.O. or necessary work/payment authorizations including fulfilling client portal submissions and other client procedures and requirements 
  • Manage a volume of invoices and billing reconciliations while ensuring adherence to contract compliance and billing policies and procedures
  • Monitor accounts receivable status and follows-up on aged balances with clients
  • Play a key role in upgrading client finance processes, guides, policies, tools and templates that help streamline processes
  • Bring training and guidance on policies, procedures and best practices to  the client finance team Prepare management reporting on utilization, revenue and profitability analysis

Qualifications / Skills 

  • Proactive, identifies efficiencies, best practices, and opportunities to improve processes
  • Works collaboratively with team leads across the agency and has a strong personal accountability
  • Demonstrates the ability to manage the agencies needs with the needs of the client 
  • Displays a passion for data analysis, critical thinking, and storytelling
  • Has a strong attention to detail and goes the extra mile to ensure accuracy
  • Thrives in a fast-paced work environment and is able to prioritize competing work streams, often with quick turnarounds

Requirements

  • 10+ years of relevant work experience in client finance agency roles
  • Knowledge of the influencer industry, at least 2 years working in an influencer agency
  • Strong interpersonal and problem solving skills, prior experience solving complex problems
  • Prior experience setting up finance efficiencies and developing new processes and/or systems 
  • Effective communication skills, especially within cross-functional teams and with clients
  • Aptitude for quickly learning and utilizing new software and technology tools
  • Strong skills in both Google Sheets, Excel, Salesforce, Quickbooks and Netsuite 
  • BA in accounting, finance or economics preferred

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