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Client Finance Manager, Engineering - San Diego California
Company: Dept
Location: San Diego, California
Posted On: 02/02/2025
WHY DEPT?
We are pioneers at heart. What this means is that we are always leaning forward, thinking of what we can create tomorrow that does not exist today. We were born digital and we are a new model of agency, with a deep skillset in tech and marketing. That's why we hire curious, self-driven, talented people who never stop innovating.
Our culture is big enough to cope and small enough to care. Meaning, that with people across 20+ countries, we're big enough to provide you with the best tools, global opportunities, and benefits that help you thrive. While acting small by investing in you, your growth, your team, and giving you the autonomy to solve our clients' problems, no matter where you are in the world.
This is a remote role; however, you must be located within 50 miles of San Diego, CA to be considered.
THE ROLE
The Client Finance Manager will be responsible for managing the financial relationship with key clients, ensuring budgets, forecasts, and financial targets are met. The role will act as a liaison between client-facing teams and the finance department, ensuring projects are financially aligned and delivered within budget. The ideal candidate will have strong financial management skills, with a focus on client billing, project financials, and collaboration with project teams to ensure profitability and operational success.
WHAT YOU'LL DO
- Client Billing & Financial Oversight: Manage client purchase orders, invoices, and billing documentation to ensure accuracy and timeliness. Provide regular financial reports to clients and internal stakeholders, addressing any discrepancies.
- Work In Progress (WIP) Management: Monitor and review WIP commentary inputted by project teams to ensure projects are tracking in line with financial forecasts and expectations.
- Budget & Forecasting Management: Track and manage client budgets and forecasts, identifying financial risks and taking proactive steps to ensure project profitability.
- Collaboration with Project Teams: Work closely with project managers and client teams to ensure financial alignment and support in delivering successful project outcomes.
- Process Improvement: Contribute to the continuous improvement of financial reporting processes, tools, and internal controls to streamline operations and enhance efficiency.
- Client Financial Reporting & Insights: Provide financial insights and reports to senior leadership and client-facing teams, helping them make data-driven decisions to optimize profitability and performance.
WHAT YOU WILL BRING
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field. MBA or relevant certifications (CPA, CFA) are a plus.
- Minimum of 5 years of experience in client finance, financial management, or a related role in a professional services environment, preferably in advertising, digital marketing, or media.
- Proven experience managing client budgets, forecasts, and financial reports.
- Strong knowledge of financial modeling, budgeting, and forecasting techniques.
- Excellent communication skills, with the ability to communicate complex financial information to both financial and non-financial stakeholders.
- Advanced proficiency in Excel and financial reporting tools (e.g., ERP systems, Tableau, etc.).
- Strong analytical, problem-solving, and attention to detail skills.
- Ability to work independently and collaboratively in a fast-paced environment.
WHAT DO WE OFFER?
We are a collaborative, open-door, best-idea-wins environment that fosters personal and company growth and has fun doing it. Here is a snapshot of our benefits package:
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