Senior Client Finance Analyst

The Role

We are looking for a highly skilled and detail-oriented Senior Client Finance Analyst to join our growing team. This role is ideal for a finance professional with 3+ years of experience in a client-facing financial role—preferably in an advertising or media agency environment. You will support more complex, high-value client accounts, requiring a strong understanding of media billing, project financial management, and revenue recognition. You’ll partner directly with client account leads and cross-functional teams to ensure financial accuracy and transparency, while helping drive operational and billing efficiency across engagements. This position is perfect for someone who thrives in a fast-paced, deadline-driven environment, values accuracy, and enjoys solving financial challenges collaboratively.

What You’ll Do

• Billing Cycle Management
  • Ensure accurate and timely billing for client projects, with adherence to contractual terms and project timelines
  • Coordinate with the media team to review insertion orders, ensure timely billing for all media activity, and reconcile media orders monthly to maintain billing accuracy and completeness
  • Manage accounts receivable for clients, ensuring timely follow up on outstanding invoices and minimizing aged balances & bad debt exposure
  • Work closely with clients to resolve billing discrepancies or payment issues, ensuring smooth cash flow and maintaining strong client relationships
  • Act as a key point of contact for clients regarding billing inquiries, payment terms, and other financial related questions
• Revenue & Contract Management
  • Assist in the review and financial structuring of client contracts, ensuring compliance with agency policies and accounting standards
  • Collaborate closely with client account teams to maintain detailed revenue forecast, ensuring monthly changes are communicated timely
  • Support in revenue recognition process in accordance with accounting standards (ASC 606), ensuring revenue is recognized accurately across clients
  • Manage project setup and monitor project financials, ensuring timely recognition of revenue and correct application of billing terms
  • Maintain detailed revenue forecasts and provide variance analysis to CX/PM and finance leadership
• Reporting & Analysis
  • Create and distribute detailed monthly and quarterly reporting packages that outline billing, revenue, margins, and forecasts
  • Provide insights to improve client profitability and operational efficiency
  • Respond to ad hoc financial analysis requests from leadership or client teams
• Ad hoc Support:
  • Provide financial information or analysis to various departments and/or clients as required, including pricing analysis, staffing plans, invoice queries, audit requests, and client specific contractual reporting requirements
  • Participate in Ad Hoc projects as directed

Ideal Qualifications

• 3+ years of experience in a client finance role
• Proven experience managing media billing processes (digital, traditional, and programmatic)
• Strong understanding of agency contracts, SOWs, and client billing models
• Solid knowledge of finance/accounting principles (P&L, balance sheet, AR, revenue recognition)
• Advanced proficiency in Excel (pivot tables, vlookups, working with large datasets)
• Familiarity with finance software such as NetSuite, Workamajig, Workfront, Salesforce, or similar tools
• Curiosity to ask probing questions based on intuition.
• Excellent attention to detail, organization, and time management skills
• Strong communication and interpersonal skills; able to work collaboratively across departments and communicate with clients
• Proactive and solution-oriented mindset; thrives in a fast-paced, dynamic agency environment