JOB SCOPE & PURPOSE
The Client Finance Lead supports the Senior Finance Director and Client Engagement in the areas of business financial reporting, analysis, and financial management for client business.
MAIN RESPONSIBILITIES
- Collaborate closely with account leaders team to effectively manage client financials
- Proactively consult account lead & team on current and trending business performance and client financials, and make recommendations for growth, portfolio health and overall fiscal performance to drive results and align with company goals
- Manage client billing process and reporting
- Review and approve client contracts and Statement of Work (SOW) pricing
- Work strategically with account leads to ensure healthy client financials, portfolio performance, expense-planning, KPI performance, and company & corporate governance adherence
- Partner with Account & Project Management teams in revenue projection assembly and revisions
- Assist in month-end and year-end close processes, including reconciliations and journal entries
- Execute Accounts Payable function, including invoice coding and vendor disbursements
- Prepare and analyze financial reports such as general ledger actuals, Statement of Work (SOW) tracking, and client reconciliations ensuring accuracy and compliance with accounting principles
- Partner closely with Account leaders to ensure healthy cash flow management
- Assist in setting & driving performance goals for assigned client accounts/book of business
- Assist with internal and external audits
- Ad hoc reporting & analysis for the Finance or Account team, as needed
EDUCATION & EXPERIENCE
- Bachelor’s degree in accounting or finance with 1-4 years (internships count!) of professional work experience, or equivalent overall applicable work experience
- Experience in professional services firms and/or ‘billable hours’ environment is highly preferred
- Experience with process and financial system improvement is preferred
- Microsoft Business Dynamics AX/D365, Cognos and/or IBM Planning Analytics experience is a plus
- HFM experience a plus
KNOWLEDGE & ABILITY
- Microsoft Office expertise (with heavy emphasis on Excel)
- Effective communicator, capable of working with agency executives and demonstrated ability to translate financials clearly to all audiences
- Proactive, organized, detail-oriented, with a strong work ethic
- Able to multitask, prioritize work, and meet multiple deadlines
- Excellent analytical and problem-solving skills
POSITION REQUIREMENTS
- Overtime as necessary
- We work a hybrid schedule - 3 days in our office and 2 days working from home.
Candidates must local to the DFW area and willing to be onsite in the Irving office 3 days a week.
Targetbase is a part of Omnicom Precision Marketing Group (OPMG). OPMG aligns Omnicom’s global digital, data and CRM capabilities to deliver precisely targeted and meaningful customer experiences at scale. Using its universal framework of connected data, connected intelligence and connected experiences, OPMG provides services that include data-driven product / service design, technology strategy and implementation, CRM / loyalty strategy and activation, econometric and attribution modelling, technical and business consulting and digital experience design and development.
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Top Skills
What We Do
Targetbase is a data-driven, strategic communications agency that provides marketing technology, business intelligence, analytics and creative services to its clients. Our agency believes that clients become stronger when they leverage the wealth of information consumers provide online every day.
Targetbase applies its experience in acquiring knowledge and key consumer insights and turn that into relevant data that its creative team can generate brand experiences that consumers want. The agency brings together direct marketing principles, the innovative nature of digital thinking and the intelligence of marketing analytics, all integrated in one agency backed by the Omnicom family.
The DAS Group of Companies, a division of Omnicom Group Inc. (NYSE: OMC), is a global group of marketing services companies. DAS includes over 200 companies in the following marketing disciplines: specialty, PR, healthcare, CRM, events, promotional marketing, branding and research. Operating through a combination of networks and regional organizations, DAS serves international, regional, national and local clients through more than 700 offices in 71 countries.
