Director of Client Finance

Unlock Health breaks down the walls that healthcare providers have lived with for decades. We connect the dots across managed care and marketing so that providers can realize their missions and patients can get the right care. We've brought together the top healthcare marketing organizations to make this vision a reality, with a team of experts in managed care, technology, and ROI design.

Title: Director of Client Finance 
Direct Manager Title: VP, Finance 

The Role 

What You’ll Do

• Strategic Partner to the Client Account Teams
  • Active involvement in the financial health of client accounts within the Marketing Services line of business; including but not limited to leading revenue recognition process and contribution margin reporting, ensuring financial transparency to clients including compliance with non standard terms, influencing pricing strategy, and managing MSAs/SOWs contracting process
    • Establish client finance as a value-added business partner to client account teams
    • Ensure timely client approvals and start-work authorizations to expedite revenue recognition and support audit requirements
    • Developpaperwork (MSAs, SOWs) in collaboration with Client Account, Growth, and Sales team
  • Establish consistent analysis of client contribution margins
  • Accountability for surfacing accounts that are not achieving target contribution margin, giving Client account teams clear information required to resolve
• Leading core client finance team operations, including:
  • Guide team on proactive management of client procurement and finance team relationships
    • Accountable for soup-to-nuts ownership of invoicing, including full quality control accountability to check invoice data across systems
    • Ensuring projects are setup accurately and with client authorization
    • Collections management and communications
  • Lead revenue recognition preparation and decisions
  • Oversee team management of client contracts
    • Active maintenance of all legal agreements to ensure record keeping is clear and concise, proactive tracking of end dates
    • Maintain and uphold client compliance requirements per contract.
  • Assist VP, Finance with adhoc reporting.
• Team Operations
  • Oversee client finance team to deliver accurate and timely client billing, contract management processes, project set-up processes, client collections, and monthly revenue recognition processes
  • Lead and develop the client finance team, ensuring accountability and fostering professional growth.

Ideal Qualifications

• 7-10 years finance, client accounting, accounting experience, agency media experience preferred
• Strong understanding of financial aspects of traditional and digital media campaigns
• Deep understanding of the financial processes behind traditional and digital media campaigns, including budgeting, tracking, and profitability analysis
• Experience working with SalesForce, Workfront, & NetSuite preferred
• Understanding of the healthcare industry is a plus
• CPA preferred, but not required

Nice to Have

• Skilled at translating data into analysis and action-oriented insight
• Comfort driving accountability across non-reporting functions
• Self-starter with ability to play effectively on a team
• Strong interpersonal and communication skills
• Demonstrated ability to delegate effectively and manage the work of others
• Discernment to protect confidential information
• Commitment to prioritize tasks to meet deadlines

Perks and Benefits

• Competitive Salary
• Health, Dental and Vision benefit packages to fit all types of lifestyles
• Life, Short- and Long-Term Disability Insurance paid 100% by the company
• FSA / HSA Options
• 401(K) with a generous company match program
• Flexible Paid Time Off (aka- unlimited)
• Paid Parental Leave
• Hybrid and Remote work schedules available
• Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
• Employee Referral Program

About Unlock:
Unlock Health redefines what a marketing and advertising agency can do in healthcare by breaking down walls that have existed for decades. We’ve combined the best teams in healthcare marketing to help every client live their mission – to promote, maintain, and restore health. Our “super agency” approach connects creative, content, and strategy to remove the guesswork from growth, measured by ROI technology. By bringing together the top talent in the industry, we are reshaping the future of healthcare marketing.

We believe our business can only grow by including our Vision and Values in everything we do. Our hiring process is no different. We interview and hire based on our values, which you can learn more about here.

Equality Opportunity Employer Statement
Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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