Client Finance Manager

Responsibilities

• Own financial oversight for a portfolio of client accounts, including revenue forecasting, margin analysis, and reporting.

• Collaborate with Business Innovations and Client Operations teams to align scopes of work with financial objectives.

• Monitor project burn, budget utilization and proactively flag risks, underages or overages.

• Lead monthly and quarterly financial reviews with internal stakeholders and clients as needed.

Revenue Recognition, Billing and Receivables

• Work with the Accounting Manager and the Client Operations team to generate timely and accurate client invoices as part of the month-end close process (and as-needed) across CourtAvenue Collective (i.e. CourtAvenue, Gigantic Playground, CourtAvenue LATAM and Botscrew) in accordance with client contract terms, based upon feedback from Client Operations.

• Oversee monthly revenue accruals and ensure compliance with agency accounting policies (e.g., time and materials vs. fixed-fee engagements).

• Manage WIP (work in progress), billing passthrough costs, accrued revenue and deferred revenue balances and schedules.

• Manage client rate cards, billing classes, and other client setup requirements.

Budgeting and Forecasting

Develop and maintain accurate forecasts in collaboration with delivery leads.

Support the annual budgeting process with detailed projections by client and project

Provide variance analysis and insights on actuals vs. forecast

Performance Analytics and Reporting

Develop and deliver dashboards and KPIs that support decision-making for client teams and executive leadership.

Identify trends, risks, and opportunities across accounts to drive profitability and efficiency.

Maintain various Month end trackers/reports including Revenue by Client, Deferred Revenue schedules.

Cross-Functional Partnership

Act as the financial point of contact for client teams, legal, operations, and finance stakeholders.

Drive continuous improvement across finance-related processes, tools, and controls.

Support audits, client financial queries and contract reviews as needed.

Requirements

Bachelor’s degree in Finance or Accounting

4-6 years of accounting experience preferable within a digital agency, marketing services, or media / entertainment environment, with evidence of assuming roles of greater complexity, responsibility and accountability during their career

Comprehensive knowledge and understanding of Internal Finance Controls

Demonstrated ability to self-audit for very high level of accuracy

Excellent verbal, written, and communication skills

Demonstrated ability to maintain strict confidential and privacy safeguards

Ability to successfully prioritize and manage multiple projects and deadlines in a complex, fast-paced environment

Experience working in digital or creative agencies or SaaS oriented service businesses.

Solid understanding of agency workflows (time and materials billing, project-based accounting)

Willingness to learn and maneuver changing priorities

Proactive attitude with team oriented, collaborative working style

Excellent organizational and project management skills

Advanced Excel skills (e.g., pivot tables, VLOOKUP) for data reporting and reconciliations

Experience with Netsuite or similar ERP systems

Strong analytical and problem-solving capabilities, as well as AI experience

Understanding of intercompany and global consolidation practices

Adept at managing multiple deadlines in a fast-paced, collaborative environment

Preferred Qualifications

Bachelor’s degree in Finance, Accounting, or related field; MBA or CPA a plus.

5+ years of experience in client finance, preferably within a digital advertising, creative agency, or professional services environment.

Experience working with agency management systems (e.g., NetSuite, ClickUp, etc.).