Client Finance Resume Samples
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Client Finance Resume Samples
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LT
L Tillman
Lloyd
Tillman
18376 Ervin Circle
San Francisco
CA
+1 (555) 465 0473
18376 Ervin Circle
San Francisco
CA
Phone
p
+1 (555) 465 0473
Experience
Experience
Houston, TX
Client Finance Analyst
Houston, TX
Wyman LLC
Houston, TX
Client Finance Analyst
- Work with the client teams to review project tracking, billings/adjustments and contract changes
- Work closely with sales team
- Working closely with the accounting team and account leads to gather the necessary information to properly invoice clients
- Perform numerous ad-hoc requests and special projects for the Finance Department
- Ensure that revenue is billed in accordance with the contract and scope of work
- Perform enhancements / updates to master budget templates
- Provide revenue forecast updates for sales-based programs
Houston, TX
Analyst, Client Finance
Houston, TX
Eichmann Inc
Houston, TX
Analyst, Client Finance
- Provide financial support to client account teams and monitor client budgets on a project basis
- Suggest process improvements
- Ensure complete and accurately formatted documents for manager review
- Generate system reports and analyze data to provide commentary
- Assume role of primary financial contact for account team and resource manager on assigned client business
- Review analyst work of journal entries, monthly billings, and job reconciliation
- Provide client financial analysis in the review of monthly results
present
Houston, TX
Client Finance Manager
Houston, TX
VonRueden-Cassin
present
Houston, TX
Client Finance Manager
present
- Assisting with developing the scope of projects and building out the budget
- Provide analytical support to the CFO and COO as necessary. Manage assigned on-going relationships with client procurement departments
- Establish processes to provide strategic insights to help drive business decisions
- Develop annual operating budgets and maintain accurate quarterly projections
- Assisting with contract negotiations
- Review Scopes of Work
- Preparing statements of work and change orders
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Kennesaw State University
Bachelor’s Degree in Accounting
Skills
Skills
- Strong analytical skills, highly logical and with a meticulous eye for detail
- Strong attention to detail with the ability to multitask while working in a fast-paced, deadline-driven environment
- Ability to work within a team of approx. 20 people with good interpersonal skills
- Highly organized with the ability to handle simultaneous projects, prioritize tasks and meet deadlines
- Strong proficiency in Excel, Word and PowerPoint
- Advanced knowledge and proficiency in MS Office, Excel and financial reporting systems (MediaOcean, Cartesis, etc.)
- Strong Microsoft Excel skills
- Exceptional organizational skills as well as strong verbal and written communication skills
- Solid understanding of accounting concepts (debits/credits, revenue recognition, per cent complete, reserves/absorptions)
- Ability to manage multiple tasks, prioritise work and meet deadlines
15 Client Finance resume templates
Read our complete resume writing guides
1
Client Finance Manager Resume Examples & Samples
- Invoice Clients
- Liaison with PMs on job burn rates
- Review Scopes of Work
- Participate in formulating rates for scopes
- Meet with Account and Project Managers on job status and revenue/cost projections
- Continue to advance development of Jobcharge – Integration with SME Systems, Media Buying Module, A/R module
- Actualize Media Buys
- Monitor / Collect – Follow up on Outstanding A/R
- Apply receipts to A/R and Jobs
- Participate on Monthly Revenue and Margin forecasting
- Raise POs for third party costs
- Liaison with clients and Medpricer on billing/bookkeeping issues
- Prepare responses for client audits
- Hands-on experience with agency client finance including client billings, tracking burn rates, job actualizations, media buy actualizations, receivables, client relations, and agency systems management
- Candidate should understand the basic GAAP principles of agency finance including revenue recognition, COGS, WIP, etc
2
Client Finance Director Resume Examples & Samples
- Strong analytical skills and detailed-oriented
- Exceptional client-facing and presentation skills
- Ability to work independently, remain organized and multi-task in fast-paced environment
- Must have excellent communication skills
- Ability to keep information confidential
- Ability to travel occasionally
- Seven to ten years of experience in public or private financial accounting (advertising agency experience a plus)
- Bachelor’s degree in business, finance or accounting
3
Client Finance Analyst Resume Examples & Samples
- 3+ years of agency experience in a finance/accounting role
- Demonstrated experience successfully leading projects through completion
- Proficiency in Microsoft Office Suite
4
VP, Client Finance Resume Examples & Samples
- 10+ years of related industry experience, preferably consulting, interactive, agency or direct marketing experience
- College degree required, MBA or other advanced degree preferred
- Proven experience in managing people and in working cross functionally across an organization
- Demonstrated ability to lead a cross functional team in a highly collaborative environment to successfully develop and produce the Razorfish's products and services
- Significant experience in client finance issues related to client negotiations and client interaction
- Strong client-service orientation
- Sound business acumen; strategic skills; common sense
- Ability to lead a team effectively and provide direction to other members on the team
- Demonstrated prowess in all MS Office programs
- Strong interpersonal and communication (written and oral) skills
- Outstanding organizational skills
- Demonstrated financial management experience, including the development of financial projections, budgets, resources and managing to these appropriately
- The ability to successfully manage multiple internal and external initiatives/projects in a deadline-driven environment
- A strong understanding of the digital media landscape and the unique aspects of the medium that impact management of business operations
5
Client Finance Analyst Resume Examples & Samples
- Assist the Finance department to ensure that it is operating under a sound control environment
- Prepare labor reports
- Assist in identifying variances, and explain changes in client activity
6
Client Finance Analyst Resume Examples & Samples
- Accounts payables, client billing and WIP management
- Complete monthly close schedules and reconciliations to the GL
- Aide with weekly and monthly financial reporting, revenue recognition and analysis
- Client Profitability analysis and labor reconciliations
7
Advertsing Firm Seeks Client Finance Manager Resume Examples & Samples
- Have a general understanding of the client contract
- Prepare labor reconciliations for assigned clients
- Analyze labor reconciliation and review with Finance Director and account lead
- Assist with preparation of relevant support material for compensation discussions
8
Client Finance Analyst Resume Examples & Samples
- Ensure that revenue is billed in accordance with the contract and scope of work
- Facilitate monthly billing, year-end accruals and all billing requests from clients
- Have a general understanding of the client contracts
- Assist with internal and external audits (as needed)
- Coordinate monthly budget and attend budget review meetings with clients as required
- Review and follow-up on aged WIP and aged AR on a monthly basis
- Monitor intercompany payments to affiliate offices if necessary
9
Client Finance Manager Resume Examples & Samples
- 4 year degree in accounting or finance
- Prior experience in client finance role in media/marketing/advertising required
- Strong proficiency in excel
- Knowledgeable about various accounting matters including revenue recognition, A/R, work-in-progress, purchase orders
- Serve as subject matter expert for the financial performance of assigned clients and projects
- Forecast, analyze and report revenue by client, consistent with internal company policies and US GAAP, analyze time reporting data, resource allocation and utilization; analyze company profitability by client and by individual service line
- Prepare and maintain monthly revenue forecasts and financial roll-ups for monthly account review meetings
- Review AR, WIP, un billed AR and deferred revenue balances from the clients responsible for on a weekly/monthly basis
- Perform trend analysis and prepare reports in order to ensure that contracts are within negotiated and agreed-upon scope parameters and cost control guidelines
10
Global Client Finance Manager Resume Examples & Samples
- Execute scoping and Statement of Work (SOW) process, including IWOs, Fee SOW Summaries, POs, RL # receipt and audit support. Becomes the subject matter expert on foreign exchange and tax rules
- Assists with the development of strategic presentation for executive review on key business issues requiring global alignment
- Leads and develops Business Review dashboards for monthly executive reporting for Global. Includes agreeing key metrics, driving consistent adaptation of process, and consolidating business input for central management review in effort to drive focus on top issues, workplans and execution
- Lead daily financial conversations for client business and become knowledge expert on key global issues; including attendance at weekly client scoping/business team meetings
- Provides financial analysis, feasibility studies and generally translates strategic plan into quantifiable data and analysis
- Partner with other Finance team members for quarterly reporting of Open Positions and Pass-through budgets and takes lead on submission
- Price all Fee scopes, regional Production projects and manage budget through billing reconciliation
- Leads Time of Staff (TOS) reporting process for multiple lines of business, including partnering with all global regions to consolidate worldwide TOS, reviewing missing time and optics of time submitted
- Submit call reports for TOS codes, Fee and Pass-through projects and general documentation of key client conversations
- Assist with global client/vendor Master Services Agreements/contracts; including, contract negotiations, ensuring terms and conditions are consistent with Team Detroit financial and operating goals
- Thorough understanding of accounting and financial standards, policies and principles
- Knowledge of MS Office and related database computer programs
- Proficiency in Access and EssBase are desirable
- Strong analytical ability to define procedures, to independently oversee the application of methods, guides and processes and to apply sound judgment in choosing proper course of action
- Project management skills including the ability to define program, project and objectives, identify stakeholders and their interests, plan steps, coordinate and allocate human, technological and fiscal resources to accomplish goals and objectives in a resourceful and timely manner; including, solid organizational, attention to detail, strong time management skills, and follow through on multiple projects in a fast paced environment
- Bachelor’s degree or equivalent experience preferred with majors/concentrations in Finance and/or Accounting
- Five-to-seven years of financial analysis, planning or related experience. Previous agency experience desirable
- Prior direct managerial experience is a plus
- Excellent written, oral and interpersonal communication skills
11
Client Finance Analyst Resume Examples & Samples
- Preparing and processing client invoices and accruals
- Working closely with the accounting team and account leads to gather the necessary information to properly invoice clients
- Preparing monthly budget reports and financial analysis on outstanding balances
- Reviewing time and expense records
- Preparing reconciliations on purchase orders, invoices, statements, checks, etc
- Preparing work orders in the system
- Managing the accounts payable accounts
- Preparing check-runs
- Assist with training and mentoring interns and other new employees
12
Client Finance Manager Resume Examples & Samples
- Mastering the new system, Unanet, to properly track project finances
- Preparing/reviewing monthly budget reports and financial analysis
- Performing revenue and cost variance analysis
- Preparing monthly revenue forecasts
- Assisting with developing the scope of projects and building out the budget
- Preparing statements of work and change orders
- Assisting with contract negotiations
- Overseeing 1 staff member in charge of client billing and invoicing
- Being the “go-to” person on the new system, Unanet, and creating a system manual/training guide
13
Analyst, Client Finance Resume Examples & Samples
- Provide financial support to client account teams and monitor client budgets on a project basis
- Provide financial information to various departments and clients as required
- Provide client financial analysis in the review of monthly results
- Forecast and month end revenue recognition
- Billing clients as per approved agreed billing cycle
- Assume role of primary financial contact for account team and resource manager on assigned client business
- Review analyst work of journal entries, monthly billings, and job reconciliation
- Secure client P.O. or necessary work/payment authorizations and ensures adherence to contract billing policies and workflow procedures and monitors accounts receivable status and follow-up on aged balances with client
- Lead and participate in financial meetings
- Manage Client A/R
- Review and approve staff plans and statement of work documents
- Forecast revenue and determine revenue phasing. Assess revenue potential and assign the probability of converting pipeline projects
- Report monthly revenue by client and ensure that revenue is recognized in compliance with SOX. Compare monthly, quarterly, and annual revenue versus the forecast to determine whether we met or exceeded financial goals
- Detail-oriented; strong organizational, analytical skills
- Bachelors in Accounting or Finance required
- 2-5years related experience
14
Um-client Finance Analyst Resume Examples & Samples
- 1-2 years of Finance/Accounting experience
- BS/BA in Finance, Business or Accounting
- Excellent attention to detail, ability to multi task, ability to work under pressure
- Ability to work with confidential information including but not limited to employee salaries and client agreements
- Knowledge of Hyperion and SAP software preferred
- Proficient in MS Office suite especially Excel (including pivot tables and Vlookups) and PowerPoint
15
Assistant Account Executive, Client Finance Resume Examples & Samples
- Create SOWs (scope of work documents) and liaise with client to garner signatures and appropriate purchase order
- Collection and Allocation of Invoices
- Maintain monthly budget status report
- Creation of Monthly Telephone, Duplication and Printer Journal Entries
- Creation of Entries related to Monthly Subscription Invoices
- Preparing Monthly Income Contribution Calculation
- Communicate with vendors regarding payment status
- Develop weekly budget snapshots
- Work with Ketchum finance team to create job open forms
- Team time tracking
- Quarterly reconciliations of budgets, invoices and client accounting
- Focus on service by completing assigned responsibilities accurately and on a timely basis, providing timely follow-up and answering questions for assigned areas. This may involve unique situations where each assignment must be handled differently, using judgment and discretion
- Develop and maintain strong, reliable working relationships
- Interpret requests and help implement action
- Perform timely analysis and review critical financial information
- Assist with key processes for Accounts
- Ensure assigned processes are running efficiently and effectively; alert managers when issues arise
- Assist with certain job opening responsibilities, including scanning and filing
- Create various spreadsheets requested by supervisors
- Respond to Ad hoc Employee and Vendor Requests
- Perform research requiring third-party telephone calls, reviewing files and online searches
- Attend and participate in weekly team meetings and periodic levels and agency gatherings
- Meet regularly with Supervisors to discuss status updates, progress reports and career development
- Bachelor's degree in accounting/finance preferred, combined with 1-2 years of experience in a financial reporting role required, open to combination of education and internship experience
- Finance experience in an agency or professional services firm a plus
- Advanced Excel required and proficiency in Microsoft Office required
- Experience and strong skills with PeopleSoft, COGNOS and Citrix a big plus
- Working knowledge of business, finance and accounting fundamentals including U.S. Generally Accepted Accounting Principles (GAAP) and Sarbanes Oxley
16
Client Finance Manager Resume Examples & Samples
- 2-5 yrs experience working in service industry, ideally advertising or media
- Strong analytical skills, highly logical and with a meticulous eye for detail
- Proven ability to interact and pro-actively work with colleagues and clients of all levels
- Sufficient professionalism and presence to liaise with clients and procurement re rates and reconciliations
17
Senior Analyst, Client Finance Resume Examples & Samples
- Monitor financial management functions
- Review and analyze key financial metrics
- Explain and translate financial reports to team members
- Exhibit judgment on when to evaluate issues and when to resolve independently
- Prioritize and streamline tasks to ensure accuracy
18
Manager, Client Finance Resume Examples & Samples
- Partner with client teams/regional staff and develop relationships with Relationship Managers/General Managers to influence productive and accurate client/regional financial management
- Can adapt to a fast-paced and exciting agency/client relationship
- Lead client/region team meetings in management of financial metrics
- Resolve issues, conflict and areas of potential exposure
- Use good business judgment to resolve financial management decisions
- Formulate a high level “big picture” point of view
- Supervise financial management functions that reside with staff
- Manage and develop staff into productive team members utilizing skills and tools available to succeed
- Take a business interest in managing an improved contribution margin, DSO, EBITDA and other metrics
- Proactively question processes and procedures and implement change to gain efficiencies and streamline workflows
- Review journal entries for accuracy and appropriateness; release journal entries as needed
- Hone influencing and persuasive skills to become a trusted partner
- Evaluate requests to determine the most effective and efficient solution, and how it impacts the future financial management of the client/region
- Ability to explain and translate financial reports/documents to team members
- Show judgment on when to elevate issues/requests and when to resolve independently
- Prioritize and streamline tasks for self and staff to ensure accuracy and efficiencies
- Suggest process improvements and coordinate the implementation to benefit Capability
- Leverage Capability resources to resolve issues
19
Client Finance Analyst Resume Examples & Samples
- Time Reporting
- Prepare periodic hours reporting template in anticipation of submissions from markets
- Ensure that markets have submitted their time reporting in an accurate and timely manner
- Review markets’ time reporting against agreed Scopes of Work and collect explanations or get corrections to any variances
- Identify significant variances to European Controller and consider whether any further action is required
- Aggregation of final report from all markets in preparation of final client presentation
- Strong Academic Background
- Part accounting qualification (ACA or CIMA)
- At least eight GCSEs, grade A*-C,
- Excellent English, written and spoken
- Ability to appropriately communicate requests and reporting in correct, clear and concise language to all levels
- Capable of interacting appropriately with senior management and clients
20
Client Finance Director Resume Examples & Samples
- Manage monthly close (reporting and consolidation) for all revenue related items
- Supervise and develop a team of Finance Managers, Analysts, and Account Coordinators
- Manage the assembly of client-related quarterly budgets and forecasts (revenue, P&L, non-billables)
- Partner with and support Account leaders on strategic business plans and budgets
- Provide monthly client profitability reporting to Account leaders
- Prepare profitable financial staffing proposals for existing and potential new clients along with reviewing scope of work applicability
- Manage staff utilization and client profitability reporting across client portfolios
- In-depth understanding of all client contracts, specifically the commercial terms and conditions
- Preparation of quarterly business review decks for senior leaders
- Monitor AR and WIP, ensuring all balances are collected/billed timely
- Manage preparation of audits (internal, external and client related)
- Work on Ad Hoc projects/initiatives as needed
- 7+ years of industry experience in client finance or similar role
- Bachelors in Accounting or Finance required, MBA preferred
- Finance/Accounting knowledge (Balance Sheet, A/R, P&Ls, etc.)
- Experience with business planning cycle, budgeting process, financial analysis, forecasting, profitability analysis, management of accounts
- Experience in client finance issues related to client negotiations and client interaction
- Strong analytical, communication, project management, and organization skills
- Advanced knowledge and proficiency in Excel (including Pivot Tables, vlookup, etc.) and financial reporting systems
21
Client Finance Manager Resume Examples & Samples
- Prepare month end closing entries
- Manage detailed variance analysis of revenue and expenditures on monthly and quarterly basis
- Assist with analyzing client profitability
- Establish processes to provide strategic insights to help drive business decisions
- Responsible for ensuring system is accurate with regard to Billings and Revenue data
- Monitor and train Billing Staff on processes to ensure compliance of contractual obligations
- Provide adhoc analysis and reports as needed
22
Senior Client Finance Analyst Resume Examples & Samples
- Report monthly revenue for each
- Expert level experience with Excel – creating and using
- Superior written and verbal communication and interpersonal skills
- Advertising/professional service experience preferred
23
Client Finance Manager Resume Examples & Samples
- Support the Client Finance Director in the overall financial
- Monitor contractual relationships with clients
- Maintain the integrity of the financial and management
- Experience working comfortably within a fast-paced
- The ability to work independently and solve problems with
- Mso-ansi-language:EN-US;mso-fareast-language:EN-US;mso-bidi-language:AR-SA">Experience
24
Client Finance Analyst Resume Examples & Samples
- Ensure the timely issuance of client invoices and promptly follow up on accounts receivables
- Properly allocate project expenses and billable costs to the client
- Prepare and monitor project status reports as well as work in progress
- Work with the client teams to review project tracking, billings/adjustments and contract changes
- At least 5 years of Client Finance experience preferably out of advertising or PR
- Must be proactive, self-motivated and able to multi-task
- Strong analytical skills and ability to deal with senior managemnt
25
Financial Analyst, Client Finance Resume Examples & Samples
- Administer billing process, including fee reconciliation and client invoicing
- Calculate and track monthly revenues based on active contracts and client billings
- Assist in drafting and reviewing contracts and corresponding scope of work
- Partner with senior account teams in pricing client proposals and budget development
- Support client reporting, audit requests, and data collection
- Process purchase orders and run financial queries upon request
- Review expense write-offs and unbilled WIP
- 2+ years of Finance or Accounting experience, preferably in an agency setting
26
Client Finance Manager Resume Examples & Samples
- Responsible for financial management of the New York P&L’s including oversight of revenue recognition, financial reporting, forecasting, process compliance and staffing
- Review and approve client budgets and upload properly into financial system
- Partner with account teams in pricing client proposals, responding to RFP/I’s and developing budgets (with oversight)
- Facilitate negotiation of client and vendor contracts between clients/vendors, account staff/senior management and legal department, including full review of all business terms (with oversight)
- Ensure that projects are managed in accordance with contracts
- Ensure written client agreement is obtained (via contract, letter of agreement, signed SOW, etc.) for all work and are appropriately archived and classified
- Provide senior management with monthly financial package describing results to date, forward projections compared to budget and commentary around noticeable trends
- Prepare management reports and identify and communicate areas of concern and suggested improvements to account staff and management (e.g., client profitability, utilization, over/under service, missing time, revenue risk and staffing plans)
- Prepares staffing and revenue plans
- Communicate with clients regarding budget, billing and accounts receivable issues
- Work with account teams on client budgets, revenue analysis and project audits
- Review management reports, including Missing Time, Utilization, (Over)/Under Service and Client Profitability
- Identify and communicate areas of concern and work with Account Staff to reach targeted metrics
- Ensure Account Staff compliance with company policies including ethics policies, revenue recognition, job requisitions, time entry, travel and expense policies, billing and accounts payable
- Comply with company policies and procedures including ethics policies and revenue recognition
- Assist in Account Staff training on internal systems, procedures and project management skills
- 7+ years of FIN or ACC experience
- Advanced knowledge of financial systems (e.g. PeopleSoft, SAP or any other ERP system) and strong Microsoft Excel skills
- Well organized with strong time management skills and attention to detail, follows through on multiple projects and juggles conflicting priorities in a fast-paced environment
- Must also take initiative and is a self starter
- CPA, MBA, or public accounting experience is a plus
- Professional services industry experience preferred
27
Client Finance Manager Resume Examples & Samples
- Serve as the subject matter expert for the financial performance of assigned clients and projects
- Partner with program management in the financial oversight of client work streams, including: responsibility for managing projects against scope of work, all aspects of budgeting, financial analysis, revenue projections and revenue recognition
- Responsible for production and maintenance of client financial statements, including P&L's, multi-period budgets and forecasts
- Prepare revenue forecasts and financial roll-ups for monthly account reviews
- Work across a number of projects taking responsibility and ownership over your assigned projects
- Review the WIP and the AR balances for the clients you’re responsible for on a weekly/monthly basis
- Track and maintain project expenses and hours. Serve as liaison between program management and accounting in regards to client revenue recognition, invoicing, and cash collections
- Accurately assess and alert partner program managers and/or client team/leads of the financial risks associated with each project, guarding against project over-runs
- Provide analytical support to the CFO and COO as necessary. Manage assigned on-going relationships with client procurement departments
- Strong analytical and financial orientation
- Ability to multi-task and perform under deadline
- Four year degree in Finance, Accounting required
28
Um-client Finance Manager Resume Examples & Samples
- Manage external client and intercompany contracts and application of proper revenue recognition methodology per GAAP and IPG Corporate Policy
- Work with internal and external auditors to ensure compliance with corporate policies
- Partner with the business leads and provide monthly, quarterly and annual projection on both revenue and staffing
- Produce and Analyze Client P&Ls
- Work on pricing media services for New Business projects
- Manage monthly contract accounting and review process
- Document, implement and maintain accounting controls for SOX compliance
- Analyze and optimize WIP balances, revenue and production billings, and intercompany revenue transfers
- Primary point of contact for revenue related inquiries from financial management, auditors, and parent company (IPG)
- Review and Analyze monthly fee actualizations
- Consult within client finance group regarding revenue forecasts
- Share innovative ideas for better work practices
- Improve utilization of financial systems in revenue analysis, client billing, and intercompany billing
- Finance degree with on-the-job accounting experience
- Hands on operational experience in the creative or media agency industry
- Experience supervising 1+ direct report
- Experience managing/analyzing billing and revenues
- Highly skilled in MS Excel
- Process driven
- Innately curios with an inquisitive attitude. Eager to learn and passionate about the advertising industry
29
Um-senior Associate, Client Finance Resume Examples & Samples
- Maintain strong relationships with internal departments including account, media, creative, production, etc
- Work with IPG Shared Services, Mediabrands Corporate, and Partner Agencies
- Work with vendors, both affiliates and external, vendor set-up, POs, process invoices
- Assist with monthly finance requirements including month end and time reporting
- Manage project budgets and reconciliations
- Manage client billing and accounts receivable
- 1-4 years finance / accounting related experience
- Strong Microsoft Excel Skills essential
- Production or project management experience useful
- Knowledge of handling budgets of all sizes
- Calmness under pressure and ability to work well with internal teams and clients
30
Client Finance Team Accountant Resume Examples & Samples
- Undergraduate degree in Accounting or Finance preferred; CPA or MBA a plus
- Minimum 5 years accounting experience in a similar business environment, Federal Government Receivable Invoicing a plus
- US Citizenship required (no dual citizenships)
31
Client Finance Manager Resume Examples & Samples
- 5+ Years of experience in finance within an agency environment; agency experience strongly preferred
- Effective written and oral communication skills with clients, customers, agency partners and third-party vendors
- Strong attention to detail and a passion for financial rigor are a must
- Understanding of agency financial processes
32
Analyst, Client Finance Resume Examples & Samples
- Review key financial metrics and resolve issues proactively
- Responsible for activity code lifestyle (open, lock, reconcile, close)
- Start journal entries to ensure accurate allocations
- Determine run rates to monitor financial progress against budgets
- Prioritize tasks to ensure accuracy and efficiency
33
Freelance Client Finance Analyst Resume Examples & Samples
- WIP / AR management
- Manage Budget for Fee & OOP via tracker
- Manage Revenue
- Review budgets, SOW, and client staffing plans
- Ensure/assist Account Management in securing client P.O
- Ensure
34
Client Finance Analyst Resume Examples & Samples
- Attention to detail and excellent problem solving skills
- Strong communication and analytical skills, ability to interface with all levels of management
- Understanding of revenue recognition, budgeting and transaction accounting, financial reporting, and generally accepted accounting principles (GAAP)
- Experience with Microsoft Dynamics SL (MS Access a plus)
- Experience in advertising, marketing services, or professional service organizations
35
Client Finance Analyst Resume Examples & Samples
- Monitor PO #’s appropriately populated on estimates so the billing process is not delayed
- Follow up with agencies for missing PO’s and work with agencies to arrange a second billing
- Assimilate client billing and required reporting documents
- Forward clients billing based on the client's defined venue (i.e. EDI billing, PDF copies, hard copy billing, registers, reporting, AR statements, etc.)
- Research billing questions & issues and communicating with the appropriate teams within GroupM Finance teams, buying teams, planning group, etc. to obtain answers/resolution to issue
- Open production jobs, enter non media vendor invoices for client billing & vendor payments
- Provide billing team with instructions for when to invoice jobs, prepare invoices to clients, and follow up that jobs are closed timely
- Monitor the current statuses of all open invoices not paid within terms – obtaining specific reason delaying payment and the actions being taken to correct the matter for the payment process to proceed
36
Um-associate, Client Finance Resume Examples & Samples
- Ensure accuracy of all billing files generated prior to client billing
- Follow through to ensure all client billing was accepted and accurate
- Interact and work directly with clients and their billing system to ensure payment to UM is made within the payment terms
- Generate multiple reports on a weekly/monthly basis and collaborate with team on analysis
- Interact with various internal departments to distribute any necessary reports or invoicing
- Resolve rejected invoices and work directly with authorized buyers regarding status of any issues at hand
- Reconcile and maintain A/R reports
- Maintain and manage production, travel and entertainment, and fee budgets with clients and internal teams
- Support team with other duties as assigned
- Experience with billing strongly preferred
- Strong Computer skills with the ability to learn new computer systems and demonstrate proficiency in Microsoft Excel, experience with MediaOcean and or SAP also preferred
- Ability to be flexible and to multi-task effectively; highly organized, able to prioritize well, excellent follow through skills
- Strong verbal and written communication skills, both effectively and professionally
- Effective problem solver with ability to think beyond the task at hand
- Ability to work effectively with peers, clients and vendors required
37
Director of Client Finance Resume Examples & Samples
- Client Budgeting/Pricing
- AP/ARManagement
- Forecast/Planning
- Client Accounting
- Close Process
- Staff Development
- Experience managing a P+L
38
Client Finance Manager Resume Examples & Samples
- Provide financial oversight and management of a portfolio of Clients, effectively managing all key deliverables
- Assist with month end actuals and forecasting deliverables and deadlines for Agency
- Proactively identify and resolve financial issues, escalating as necessary
- Ability to lead internal/external client discussions on financial management: Client set-ups, billing, contract compliance, etc
- Track Client spends, compensation approvals and other important documentation
- Assist and support Client and internal audits
- Mitigate financial risks and provide insight of financial implications of change
- Strong leadership skills, requires little direction to manage responsibilities
- Partner and influence Client teams
- Strong interpersonal skills necessary to communicate with diverse groups
- Possesses strong analytical skills and uses them to drive decisions
- Demonstrate initiative; accountability and flexibility - follow through on “owned” work
- Strong attention to detail with the ability to multitask while working in a fast-paced, deadline-driven environment
- Advanced knowledge and proficiency in MS Office, Excel and financial reporting systems (MediaOcean, Cartesis, etc.)
- Solid understanding of accounting concepts (debits/credits, revenue recognition, per cent complete, reserves/absorptions)
- Exceptional organizational skills as well as strong verbal and written communication skills
- 5+ years professional experience in a Finance or Accounting position
- MUST HAVE: Prior Media/Advertising/Marketing experience
- Master’s Degree in Finance, Accounting or Business, a plus
39
Client Finance Manager Resume Examples & Samples
- Ability to manage multiple tasks, prioritise work and meet deadlines
- Ability to work within a team of approx. 20 people with good interpersonal skills
- Articulate communicator
- Proven ability to problem solve
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Client Finance Analyst Resume Examples & Samples
- Rapid growth; stable company
- Flexible work times
- Strong customer service experience
- Accounts receivables and billing
- Work closely with sales team
- E-billing
- Client collections on unpaid balances
- 1 to 3 years of experience in a Billing, AR or Financial Analyst role
- Strong Excel skills – vlookups, pivot tables
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Client Finance Manager Mirum San Diego Resume Examples & Samples
- Oversee the development and negotiation of Agency/Client contracts
- Develop and negotiate Agency remuneration agreements
- Oversee Client relationships with Finance, and Procurement groups
- Lead Client Finance team in preparation and review of monthly Client and job P&Ls
- Present Finance and Agency Leadership with P&L analysis, risk identification and proactive solutions for achieving agency financial goals
- Works with Agency Account Management to reconcile client projects on a monthly basis
- Lead Team in accurate revenue forecasting, phasing, risk identification and variance analyses
- Ensure accuracy and appropriate supporting documentation for revenue recognition
- Draft necessary journal entries to report revenue entries
- Responsible for client billing and collections
- Closely monitor compliance with client contracts, project management, product profitability and margins and provide regular updates to department heads and producers
- Review all client estimates and budgets
- Monitor projects to ensure proper billing is generated per billing schedule on SOW
- Review Statement of Work documents for completeness
- Provide support for internal and external audits
- Provide supervision, training, mentoring, and career development to Client Finance staff
- CPA or CFA required, BA in Finance or Accounting, MBA preferred
- 7+ years of progressive industry experience
- Hands on experience working with government accounts and services preferred
- High accuracy and diligence in inputting data
- Self-motivated team player with a strong interest in working to deadline and doing quality work
- Very strong attention to detail and a high level of organization
- Strong technical accounting and analysis experience with full understanding of accrual based accounting, revenue recognition types and rules, GAAP rules
- Proven leadership and excellent interpersonal skills
- Strong communication and interpersonal skills as role requires frequent interaction with Agency Leadership and Client contacts at senior levels
- Strong analytical, problem solving, prioritization, and organizational skills
- Ability to manage and oversee multiple initiatives and priorities
- Demonstrated ability to assume a leadership role in managing project, departmental and enterprise risks related to projects, systems and business analysis
- Ability to effectively operate with high energy, flexibility and a sense of humor in a constantly evolving business environment
- Ability to build relationships, both with clients and internal team members
- Strong creative problem solving abilities
- Values others and acts with integrity and respect
- Ability to confront challenges or problems directly and honestly; must be able to handle difficult situations and conversations with grace
- Ability to think and act appropriately “on their feet”
- Displays professional “polish”; executive presence and confidence
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Business Manager, Client Finance Resume Examples & Samples
- Well organized with strong time management skills
- Ability to balance and prioritize multiple projects in a fast-paced environment
- Proactive disposition
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Client Finance Resume Examples & Samples
- You collaborate with businesses to develop and refine methodologies used for measuring client attributable Balance Sheet, Leverage Exposure, and RWA
- You will design and develop analytical tools / MI to help measure the allocation of resources to clients
- You provide strategic insights to senior management on potential risk mitigation strategies in order to optimize client ROA / ROC
- You understand how evolving regulatory requirements interact with client activities and impact firm capital, liquidity and funding, and develop analytics around the impact of regulatory change on client businesses
- You enhance holistic client analytics tools to support Brexit and other special projects
- You facilitate the refinement of divisional client profitability models and the development of cross Securities Client Economic Contribution metrics
- You help interpret and trace attributions from the Trading-based (counterparty) view of exposures to a Sales-based (client) view
- You work with BMR, Reference Data and Client Technology Solutions to ensure the processes and systems required to produce these client measurements are controlled, precise, and reliable
- 3+ years of Financial Product knowledge and experience, preferably with direct exposure to the securities sales and trading business
- Familiarity with the evolving regulatory landscape, especially capital, liquidity and/or funding topics. A differentiating factor would be experience with capital, liquidity and/or funding measures and how these intersect with client activities
- Proven ability with data interrogation, interpretation, and presentation
- Outstanding analytical skills, including the ability to manage large amount of data and synthesize information from various sources
- Ability to draw connections across businesses and various financial measures, generate new ideas and implement them, including the ability to take ownership and accountability of tasks and projects from inception to conclusion
- Self-motivated and inquisitive
- Hard working, quick to learn, efficient, with a passion for excellence
- Confident and articulate, strong interpersonal and communication skills
