Partners with client account teams on budgeting, staffing plans, estimates, billing, revenue recognition, project profitability, reconciliations, accounts receivable, and financial reporting. Manages varied client billing models, month-end accounting support, cross-SBU revenue allocation, invoice controls, purchase order compliance, and aged-balance follow-up. Uses Excel, SPP, NetSuite, Program Trackers, SharePoint, and related systems to support forecasting, documentation, reporting, and process improvements.
About Mod Op
Mod Op is a full-service advertising agency able to offer clients a full suite of solutions. Mod Op can offer you access to low-cost, high-quality health care options and a team of enthusiastic, collaborative and motivated coworkers who see career development and personal development as intertwined.
At Mod Op, we’re more than just an agency—we’re a team of forward-thinking professionals who are passionate about driving client success. We believe in fostering meaningful relationships, collaborating across disciplines, and delivering impactful solutions that help businesses grow. If you are a strategic thinker with a passion for building lasting client partnerships, we’d love to hear from you. Join us and be part of a company that values innovation, creativity, and excellence in everything we do.
The Client Finance Manager has financial support for client account teams, with responsibility for client-specific billing models, budgeting, staffing plans, revenue recognition support, project profitability visibility, reconciliations, cross-SBU revenue allocation, AR follow-up, and client financial reporting.
This role is well suited for a finance professional who combines analytical rigor, commercial judgment, and strong stakeholder management to support client profitability and operational accountability within the advertising and marketing industry.
Core Accountabilities
- Serve as the primary finance partner for client account teams, supporting budgets, staffing plans, estimates, SOWs, and project-level financial performance.
- Own client-specific billing processes across pre-bill, fixed fee, hourly, Flex Team, portal-submission, and project-leader-triggered billing models.
- Prepare monthly billing reporting, labor reconciliations, staffing plan analysis, and client financial reporting to support timely business decisions.
- Support month-end project accounting, revenue recognition, deferred revenue, and true-up reconciliations based on approved time sheets, billing rules, and program trackers.
- Manage client-facing staffing plans and support account teams in SPP, NetSuite, Program Trackers, SharePoint, and related finance tools to ensure accurate planning, forecasting, billing, and documentation.
- Ensure adherence to contract billing policies, workflow procedures, client purchase order requirements, portal submission rules, and required work or payment authorizations.
- Maintain invoice control documentation by ensuring each invoice is recorded consistently across SPP, Program Trackers, SharePoint, monthly invoice summaries, and applicable checklists.
- Coordinate cross-SBU billing, time transfers, revenue allocation, journal entries, month-end close support, and intercompany payables and receivables activity as needed.
- Monitor accounts receivable status, follow up on aged balances, and escalate collection or billing issues that may affect client financial health.
- Support ad hoc financial analysis, reporting, and process improvement projects as assigned.
Qualifications
- Bachelor’s degree in accounting, finance, or a related field required.
- 4+ years of financial analysis and/or accounting experience, preferably within advertising, marketing, public relations, professional services, or another client-service environment.
- Strong understanding of accounting principles, including balance sheet activity, accounts receivable, P&L reporting, reconciliations, revenue recognition, deferred revenue, billing controls, and month-end close processes.
- Demonstrated analytical rigor, financial judgment, and ability to translate data into clear business insights.
- Strong communication and stakeholder management skills, with the ability to work effectively across account, finance, and operations teams.
- Advanced Excel proficiency and strong systems fluency, including the ability to learn and work across planning, accounting, billing, reporting, and document-control applications quickly.
Similar Jobs
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads, consult customers on insurance needs, recommend appropriate coverages, and convert prospects into policyholders. The role includes paid training and Property and Casualty licensing, customer communication, sales closing, and brand representation. Employees must work four weekdays and one weekend day, initially follow assigned evening shifts, and maintain a professional home workspace with reliable wired high-speed internet.
Top Skills:
Cable InternetDslFiber InternetPcWired High-Speed Internet
Artificial Intelligence • Cloud • Information Technology • Security • Social Impact • Software
Own the end-to-end financial planning and forecasting function, including ARR forecasting, annual operating plans, expense and headcount modeling, scenario analysis, and monthly reforecasting. Deliver budget-to-actual variance analysis, business-driver insights, board reporting, and financial narratives. Partner with business leaders, Accounting, and the Controller while improving forecasting accuracy, reporting workflows, and process efficiency.
Top Skills:
ClaudeExcelNetSuiteSaaSSQL
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Lead go-to-market, new product introduction, and customer adoption for ServiceNow’s AI offerings serving developer and admin personas. Build customer understanding, guide early-access programs, advocate for customer needs, create technical enablement content, conduct onboarding sessions, manage community engagement, and collaborate with product, engineering, partners, analysts, and thought leaders. The role requires translating generative AI and agentic technology capabilities into enterprise customer value and influencing product strategy.
Top Skills:
Agent OrchestrationAi AgentsApplication DevelopmentGenerative AiLlmsMcpServicenow Ai Platform
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
