Join Situation Group, a renowned collective of digital-first advertising agencies and an award-winning nonprofit, as a Senior Client Finance Coordinator. This pivotal role serves as the cornerstone of financial expertise and the primary source of truth for your designated client portfolio.Your RoleIn this position, you will manage the entire financial lifecycle of assigned client accounts—transitioning from basic invoice processing to comprehensive financial oversight. You will act as the primary finance contact, guaranteeing that client budgets are thoroughly understood and reconciled, while spearheading process enhancements that reduce constant billing and foster consistency for both our clients and internal teams.By working closely with Account Management teams, you will translate Statements of Work (SOWs) and media plans into accurate, predictable billing outputs, establishing a strategic link between financial operations and client-facing business goals. You will take full ownership of the financial health of your client set, ensuring that all invoicing is precise, timely, and reflective of current budget realities.Our office is situated in midtown Manhattan, and the Senior Client Finance Coordinator is required to work in-office four days a week (Monday-Thursday).Key ResponsibilitiesFinancial Planning, Setup & OversightCollaborate with Account Leads to grasp client budget structures, converting SOWs and media plans into accurate billing milestones.Lead the client onboarding process for finance, including initial setup within our financial systems and recommending templates tailored to specific client requirements.Conduct weekly budget and billing status reviews with Account Leads to address any questions or concerns promptly.Draft quarterly billing schedules and obtain sign-offs from both Finance and Account Leads to ensure consistency.Billing Operations & ReconciliationOversee the invoice lifecycle for assigned clients, leveraging deep knowledge of SOWs and media plans to process invoices independently.Manage end-of-period (monthly/quarterly) work-in-progress, leading reconciliation meetings to review final production and media invoices, addressing overflow costs and pending inquiries.Ensure that all invoice formats, descriptions, and amounts are client-ready and delivered punctually in accordance with the billing schedule.Stakeholder & Relationship ManagementAct as the first point of contact for client financial inquiries; proactively escalate or resolve issues to minimize friction.Facilitate weekly standups with client teams to align on budget versus actuals.Prepare and distribute weekly Open AR reports, driving specific follow-ups with clients and internal stakeholders to resolve outstanding balances.

Client Finance Manager About Our Finance Team: The Finance team at Collectively thrives on collaboration and partnership. We work hand-in-hand with various departments to drive overall business success. Our approach is proactive and service-oriented, as we seek to understand the unique opportunities and challenges faced by our teammates and clients alike. We are dedicated to efficiency, providing timely and accurate information, and offering financial expertise to help achieve our financial objectives. We are looking for a Client Finance Manager to support our month-end closing processes and reporting for our clients. This role requires close collaboration with the Finance team to ensure seamless financial reporting. The ideal candidate should possess over 5 years of experience in an advertising agency, with a strong understanding of the influencer marketplace. Key Responsibilities Act as the primary contact for clients and agency departments regarding client finance matters. Establish and nurture internal and external relationships, particularly with client procurement, through timely and proactive communication. Assist in the monthly forecasting, budgeting cycles, and financial modeling in collaboration with agency account and production leads. Oversee project financial details in conjunction with client teams, providing support to monitor client budgets and expenditures. Collaborate with team leads to obtain client P.O.s or necessary work/payment authorizations, including fulfilling client portal submissions and other related procedures. Prepare invoices and billing reconciliations while ensuring compliance with contract terms and billing policies. Monitor accounts receivable status and follow up on overdue balances with clients. Administer timesheet collections and the Harvest system. Assist in developing and maintaining client finance processes, guides, policies, tools, and templates. Prepare management reports on utilization, revenue, and profitability analyses. Support month-end closing processes by completing journal entries for revenue and reporting while adhering to audit compliance. Help prepare and present financial reports as required.

ABOUT ORCHESTRAOrchestra is a forward-thinking strategic communications and marketing firm designed to navigate today's intricate environment. By analyzing audiences and crafting innovative strategies, we unify people, platforms, and narratives that resonate, empowering our clients to cultivate enduring influence. Our comprehensive programs range from high-level strategic business advisory to detailed tactical implementation. With a diverse team of over 700 professionals, we bring expertise across various sectors including consumer goods, technology, nonprofits, real estate, sports, travel, and hospitality, among others. Orchestra comprises prominent agencies such as BerlinRosen, Civitas Public Affairs Group, Derris, Glen Echo Group, Inkhouse, M18, Message Lab, Onward, and Small Girls PR. Additionally, we have launched Brightmode, a recruitment agency for communications experts, and Versus Media Group, a politically-focused media strategy team. Discover more at www.orchestraco.com.ABOUT THIS ROLEThe Senior Analyst, Client Finance is pivotal in enhancing Orchestra's financial operations within designated sectors. Serving as a vital collaborator with Client Finance leadership and vertical teams, you will provide analytical and operational support for revenue reporting, forecasting, and the overall revenue cycle. This mid-senior level position is tailored for individuals who are detail-oriented, analytically adept, and thrive in complex, multi-system environments.Role location: This position is based in our New York, N.Y. office on a hybrid schedule. The Finance team is required to be in-office at least three days per week.KEY RESPONSIBILITIES & QUALIFICATIONSAs a Senior Analyst, Client Finance, you will:Assist with the month-end closing procedures across assigned sectors, including:Facilitating month-end close processes for designated verticals, encompassing revenue recognition analysis and the preparation of necessary supporting documentation.

Job Description Position Summary: The Director of Client Finance serves as the principal strategic finance leader and collaborator for the Engagement Solutions service line. In this role, you will manage essential financial controls, lead high-performing teams, and ensure financial accuracy throughout the entire project lifecycle—from client RFPs to project initiation, revenue recognition, invoicing, backlog reporting, and project closure. You will cultivate strong client relationships and empower the PMG Operational teams with vital project metrics. This position reports directly to the Senior Director of AQ Client Finance and collaborates closely with ES leadership, FP&A, Accounting, and Business teams. As the finance leader for this service line, you will be responsible for developing scalable client finance operating models, implementing governance structures, establishing operational rhythms, decision frameworks, and providing executive-level insights to support consistent performance and profitable growth. This role is primarily at the Director level, setting standards, ensuring accountability, and driving results through a dedicated team of Client Finance Managers. Success in this role is gauged by leveraging resources, forecast accuracy, client profitability, control integrity, and team efficiency. Essential functions of the job include but are not limited to: Finance Governance: Serve as the senior finance escalation point for ES Client Finance, managing pipeline-to-revenue frameworks, finance standards for the business team, and month-end outcomes for the service line. Client Finance Managers handle day-to-day account management, with the Director involved in escalations, complex issues, and strategic decision-making. Revenue Oversight & Financial Integrity: Oversee ES revenue governance, including ensuring forecast accuracy and adherence to revenue recognition protocols (T&M, fixed fee, milestone). Monitor margin leakage, change orders, and scope controls. Collaborate with Accounting on closing accuracy and Accounts Receivable on DSO reduction and cash collections. Establish and enforce revenue recognition and accounting guidelines aligned with GAAP, providing oversight for complex or high-risk issues while training teams for compliant execution. Performance Management & Profitability: Monitor project budget health across the ES portfolio, identify margin improvement opportunities, and communicate risks to senior leadership. Engage in contract reviews and negotiations for MSAs, IPAs, and standalone agreements.

The Senior Client Finance Analyst is pivotal in managing the complete revenue tracking process and ensuring the accuracy of client financials. You will play a vital role in the month-end close, guaranteeing that revenue figures are comprehensive, precise, and well-supported. Collaborating closely with the Client Finance leadership, Production, and Operations teams, you will proactively identify potential risks, address discrepancies, and ensure that financial data remains consistent and reliable across all projects. This position requires a hands-on approach, demanding strong ownership, meticulous attention to detail, and the ability to work independently within a fast-paced environment.

This position offers the flexibility to work remotely from home or at our headquarters located in Stamford, CT. About The Lockwood Group: We are a pioneering healthcare services platform designed to navigate the complexities of today's fast-paced life sciences sector. Our organization presents an extensive array of capabilities, delivering top-notch expertise in medical communications, education, animation and visualization, regulatory and clinical consulting, and market access. Our network of specialized companies enables us to provide science-driven, insightful solutions that empower innovators to accelerate their readiness, engage stakeholders, and create impactful results—efficiently, strategically, and collaboratively. Our adaptable structure promotes a healthier work-life balance, allowing us to attract exceptional talent, support their best work, and respond more effectively to our clients, wherever and whenever they operate. Position Overview: As the Finance Director for Client Finance, you will serve as a strategic business partner to client account teams and agency leadership, managing client financial operations. This pivotal role encompasses financial strategy, precise financial planning and reporting, and ensuring compliance with client contracts and agency policies. You will lead efforts in budgeting, forecasting, pricing, and financial analysis, while also advising on commercial strategies, scope negotiations, and revenue recognition. Your contributions will significantly enhance financial processes and cultivate robust relationships with internal stakeholders. To excel in this role, you will need strong analytical and communication skills, a proactive approach to problem-solving, and the ability to flourish in a dynamic, fast-paced environment while managing relationships across all organizational levels.

About Charter Impact:Charter Impact is dedicated to empowering mission-driven organizations by providing tailored support in finance, operations, and business management. Our approach is rooted in enthusiastic collaboration, ensuring that we work closely with our clients to help them achieve their community-focused goals. As a remote-first company expanding nationally, we are on the lookout for motivated individuals who thrive in dynamic environments and are committed to team support.Position Overview:The Director of Client Finance (DOCF) plays a pivotal role in overseeing the service delivery at Charter Impact while acting as an outsourced CFO for our clients. This position entails managing all finance, accounting, and compliance reporting for designated clients, collaborating effectively with our Accounting, Accounts Payable, Payroll, and Retirement Services Teams to ensure the precision and promptness of financial information. The DOCF is a highly visible leader to our clients and is expected to deliver exceptional professional expertise and customer service in a proactive, positive manner.This role is open to remote candidates based in AZ, CA, CO, CT, FL, GA, ID, IL, MI, NV, OR, SD, TX, UT, and/or WA.*Travel requirements for this position may reach up to 25%.

Join our dynamic team at Impact Clients as a Client Success Manager, where you will play a pivotal role in ensuring our clients achieve their desired outcomes and maximize the value of our services. As a fully remote position, you will have the flexibility to work from anywhere while collaborating with a talented team dedicated to client satisfaction.Your primary responsibilities will include building strong relationships with clients, understanding their needs, and proactively addressing any challenges they may face. You will work closely with cross-functional teams to ensure seamless communication and delivery of our solutions.

We are seeking a Director of Client Finance to join our dynamic team at Precision Medicine Group. This pivotal role will involve leading financial strategies and ensuring fiscal responsibility while enhancing our client relationships. You will be responsible for managing budgets, forecasting financial performance, and providing insights that drive decision-making. If you are a strategic thinker with a passion for finance and client engagement, we encourage you to apply!

About Charter Impact:At Charter Impact, we are dedicated to empowering mission-driven organizations to reach their objectives through tailored support in finance, operations, and business management. Our approach is rooted in passionate collaboration within our team and with our clients, enabling us to effectively support their communities. As a remote-first organization expanding nationwide, we are always on the lookout for qualified candidates who are motivated and eager to thrive in a dynamic and evolving environment.Position Overview:The Director of Client Finance (DOCF) plays a pivotal role in overseeing the service delivery at Charter Impact, functioning as an outsourced CFO for our clients. The DOCF is responsible for all aspects of finance, accounting, and compliance reporting for designated clients, working closely with the Charter Impact Accounting, Accounts Payable, Payroll, and Retirement Services Teams. This role demands a commitment to accuracy and timely financial reporting. As a highly visible position, the DOCF must exemplify exceptional professional expertise and deliver outstanding customer service in a proactive and positive manner. This remote position is open to candidates located in AZ, CA, CO, CT, FL, GA, ID, IL, MI, NV, OR, SD, TX, UT, and/or WA.*This role requires travel of up to 25%.

About Charter Impact:At Charter Impact, we are dedicated to empowering mission-driven organizations to realize their objectives through tailored support in finance, operations, and business management. Our success is built on enthusiastic collaboration within our team and alongside our clients to uplift their communities. As a remote-first company, we are expanding nationally and are always on the lookout for qualified candidates who share our passion. We seek highly motivated professionals eager to thrive in a dynamic environment.Position Overview:The Director of Client Finance (DOCF) plays a critical role in overseeing the delivery of services at Charter Impact while serving as an outsourced CFO for our clients. The DOCF manages all financial, accounting, and compliance reporting for designated clients by collaborating closely with the Charter Impact Accounting, Accounts Payable, Payroll, and Retirement Services Teams, ensuring the accuracy and timely distribution of financial data. This position is highly visible to clients, requiring the delivery of exceptional professional insight and proactive customer service. This role is available to candidates located in AZ, CA, CO, CT, FL, GA, ID, IL, MI, NV, OR, SD, TX, UT, and/or WA.*The role requires up to 25% travel.

About Charter Impact:At Charter Impact, we are dedicated to empowering mission-driven organizations by providing tailored support in finance, operations, and business management. Our collaborative approach fosters strong partnerships with our team and clients, enabling us to effectively support their communities. As a remote-first organization experiencing national growth, we are on the lookout for passionate individuals who are eager to thrive in a dynamic environment.Position Overview:The Director of Client Finance (DOCF) plays a critical role in overseeing Charter Impact's service delivery and acts as an outsourced CFO for our clients. This position involves managing all financial operations, accounting, and compliance reporting for designated clients, ensuring accuracy and timeliness in collaboration with the Accounting, Accounts Payable, Payroll, and Retirement Services Teams. The DOCF must exhibit exceptional professional expertise and customer service, establishing strong relationships with clients while proactively addressing their needs.This opportunity is open to candidates located in AZ, CA, CO, CT, FL, GA, ID, IL, MI, NV, OR, SD, TX, UT, and/or WA.*This role requires occasional travel of up to 25%.

We are seeking an experienced and dedicated Senior Client Manager to join our dynamic team at Trucordia. In this pivotal role, you will oversee client relationships, ensuring that our services meet the highest standards of quality and client satisfaction. You will collaborate closely with various departments to deliver exceptional solutions tailored to our clients' needs.

We are seeking a highly skilled and experienced Senior Finance Manager to join our dynamic team at mindlance2. In this pivotal role, you will oversee financial planning and analysis, budgeting, and strategic financial guidance to drive our business objectives. If you have a passion for finance and a track record of success in financial management, we want to hear from you!

We are seeking a dynamic and experienced Senior Finance Manager to join our team in Houston. In this critical role, you will oversee financial operations, develop strategic plans, and provide insightful analysis to drive business performance. You will work closely with senior leadership to ensure financial objectives are met and provide guidance on financial decision-making.

Join Maple Finance as a Senior Content & Brand Manager and play a pivotal role in shaping our brand narrative and driving content strategy. In this fully remote position, you will lead the development and execution of engaging content that resonates with our audience and elevates our brand presence in the financial services industry.

Role Overview Code and Theory is hiring an Associate Director of Client Finance. This role can be based in New York, NY or remote. What You Will Do Oversee financial operations for client projects Manage budgets and track project financials Work with cross-functional teams to support project delivery Apply financial analysis skills to guide decision-making Communicate with clients to address financial matters and maintain strong relationships What We Look For Experience in financial analysis and budget management Strong communication skills, especially in client-facing situations Ability to collaborate with teams across disciplines

Role Overview Outreach is hiring a Senior Finance Manager in Seattle, WA. This leader will guide financial planning, analysis, and reporting, making sure financial practices support business goals. The role involves working closely with teams across the company to deliver insights and shape decisions that improve financial performance.

As a Senior Client Manager at Trucordia, you will play a pivotal role in fostering strong relationships with our clients, ensuring their needs are met while driving strategic initiatives. Your expertise will guide clients through complex challenges, delivering tailored solutions that align with their business objectives. You will collaborate with cross-functional teams to enhance client satisfaction and retention, ultimately contributing to Trucordia's growth and success.