Director, Client Finance
New
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Underscore MarketingMedia advertising
Location: Remote-United StatesFull-TimeDirector
Salary not disclosed
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Job Details
- Experience
- 8–12+ years of experience in progressive client finance roles
- Required Skills
- Resource Planning
Requirements
- Bring 8–12+ years of experience in progressive client finance roles.
- Have experience managing financial governance processes and scalable operating models.
- Demonstrate a strong understanding of pricing strategy, resource planning, margin management, and delivery economics.
- Be able to synthesize financial, operational, and delivery data into strategic recommendations.
- Have advanced Excel and financial modeling capabilities.
- Have experience partnering with Client Services, Delivery, Finance, and Leadership teams in fast-paced environments.
- Demonstrate strong executive communication and the ability to influence senior stakeholders and cross-functional teams.
- Bring an analytical mindset balanced with operational pragmatism and business judgment.
- Have knowledge of Wrike and CoPilot.
- Experience within a media agency or project-based environment is strongly preferred.
- Exposure to Pharma clients is preferred.
Responsibilities
- Own revenue and margin forecasting methodologies, assumptions, and forecast accuracy.
- Monitor revenue recognition and pacing against approved scope, and ensure CRM information is accurate and up to date.
- Interpret client-level financial performance, including pacing, burn, margin health, and delivery efficiency.
- Translate project inputs, scope signals, staffing realities, and delivery risks into financial insight and recommendations.
- Identify margin erosion, scope creep, delivery inefficiencies, and other commercial risks.
- Oversee financial governance of MSAs and SOWs and support SOW development and client presentations.
- Support and evolve the agency’s master pricing model, including scope-to-hours, cost, margin, and pricing methodologies.
- Partner with the CFO on margin guardrails, discounting logic, and commercial risk thresholds.
- Build staffing and scenario models tied to pipeline activity and future business growth.
- Identify delivery constraints and recommend improvements to staffing structures, delivery models, and scope assumptions.
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