Manager, Client Finance About the Finance Team: Collectively’s Finance team believes in partnership and collaboration. We work closely with other departments in helping to achieve overall business success. We are proactive and service oriented. We share our knowledge and are interested in understanding and learning about the opportunities and challenges that both our teammates and clients face on a daily basis. We are committed to working efficiently, to providing timely and accurate information, and to offering the advice and finance expertise needed to achieve our financial goals. We are hiring a Client Finance Manager to assist in the month end close and reporting for our clients. This role will work closely with the Finance team members to help ensure financial reporting is running smoothly. The ideal candidate will bring 5+ years of experience in an advertising agency, ideally with a knowledge of the influencer market place. Responsibilities Client Finance works closely with the Client Partnerships and Production teams to facilitate financial processes, to ensure accuracy and compliance, and to monitor project budgets and deliver financial performance that aligns with agency goals. - Serve as a contact for clients and agency departments on client finance matters - Develop internal and external relationships (with client procurement in particular) with timely, proactive communication and follow-up - Assist in monthly forecasting, budgeting cycles, and financial modeling in coordination with the agency account and production leads. - Help oversee project financial information in coordination with client teams and provide support to client teams in monitoring client budgets and spending - Work with team leads to secure client P.O. or necessary work/payment authorizations including fulfilling client portal submissions and other client procedures and requirements - Prepare invoices and billing reconciliations while ensuring adherence to contract compliance and billing policies and procedures - Monitor accounts receivable status and follows-up on aged balances with clients - Timesheet collections and Harvest system administration - Assist in developing and maintaining client finance processes, guides, policies, tools and templates - Prepare management reporting on utilization, revenue and profitability analysis - Support month-end close processes to complete journal entries for revenue, reporting, and adhering to audit compliance. - Help prepare and deliver financial reports as needed Key Performance Indicators - Works collaboratively, yet with a strong drive toward personal accountability - Is proactive, with the desire to help identify efficiencies, best practices, and opportunities - Displays a passion for data analysis, critical thinking, and storytelling - Has a strong attention to detail and goes the extra mile to ensure accuracy - Thrives in a fast-paced work environment and is able to prioritize competing work streams, often with quick turnarounds Qualifications / Skills - Proactive, identifies efficiencies, best practices, and opportunities to improve processes - Works collaboratively with team leads across the agency and has a strong personal accountability - Demonstrates the ability to manage the agencies needs with the needs of the client - Displays a passion for data analysis, critical thinking, and storytelling - Has a strong attention to detail and goes the extra mile to ensure accuracy - Thrives in a fast-paced work environment and is able to prioritize competing work streams, often with quick turnarounds Requirements - 5+ years of relevant work experience in ad agency roles - Strong interpersonal and problem solving skills - Effective communication skills, especially within cross-functional teams and with clients - Experience working with data, with a strong ability in reporting and analysis - Aptitude for quickly learning and utilizing new software and technology tools - Strong skills in both Google Sheets and Excel - BA in accounting, finance or economics Pay The pay range for this position is $98,000 – $118,000. Collectively takes into consideration a wide range of factors that are utilized in making compensation decisions including, but not limited to, skill sets, experience and training, qualifications and education, and other business and organizational needs.

• Execute and optimize digital campaigns that support account-based marketing programs across named accounts, buying groups, and priority segments • Translate account priorities, persona strategy, buying stages, and intent signals into digital activation plans across paid search, paid social, display, and Demandbase • Manage Demandbase activation, including audience segmentation, display orchestration, campaign setup, and alignment to broader campaign goals • Write and refine paid media copy, campaign hooks, taglines, and ad concepts tailored to target personas and account segments • Collaborate with PMM, Content, Creative, and Sales to align campaign messaging, creative, and digital execution to account priorities and campaign objectives • Manage the agency relationship while contributing directly to campaign planning, testing, and optimization • Support digital ABM motions including awareness, retargeting, re-engagement, and progression of engaged accounts • Monitor performance and optimize campaigns based on channel metrics and ABM outcomes, including target account reach, engaged accounts, buying group penetration, meetings, influenced pipeline, and account progression • Partner with Demand Gen, RevOps, and analytics teams to strengthen targeting, measurement, reporting, and campaign insights

• Achieve sales targets established by leadership, driving growth in key applications within the water and wastewater industry. • Develop and execute the annual business plan in collaboration with OpCo and LatAm sales teams, defining marketing tactics and commercial action plans aligned with growth objectives. • Act as a strategic liaison between sales, business units, product development, and marketing, channeling relevant technical and market information. • Maintain a high level of technical expertise in associated applications and products, particularly in flow measurement and water treatment processes. • Actively participate in priority commercial opportunities, providing advanced technical consulting and support in complex applications. • Train and coach internal teams, customers, and channel partners on process instrumentation, flow optimization, and water treatment applications. • Provide on-site support to field sales and partners in complex technical cases. • Collect, analyze, and present information during Problem Solving Review (PSR) meetings. • Develop technical marketing content and value propositions to support transformational and digital marketing initiatives. • Collaborate with marketing and product management teams to define and execute strategies in assigned vertical markets. • Represent the company at technical seminars, trade shows, and industry events. • Provide technical support in meetings with environmental agencies and regulatory bodies, ensuring compliance with local regulations. • Manage and keep opportunities updated in the CRM system.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. This is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager role, based on branch vacancy. Employees who are currently in an Associate Branch Manager (ABM) or Branch Manager (BM) role with Wells Fargo at the time of hire will not participate in the Branch Manager Readiness program. Our Branch Managers are responsible for leading, managing and developing a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also driving accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch. In this role you will: - Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially - Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives - Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience - Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience - Mentor and guide talent development of direct reports and assist in hiring talent - This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: - 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education - 2+ years of leadership experience Desired Qualifications: - Management experience including hiring, coaching, and developing direct reports - Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success - Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives - Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment - Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business - Experience building and maintaining effective relationships with customers, internal partners and within the community - Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers - Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking - Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention - Ability to interact with integrity and professionalism with customers and employees - Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Job Expectations: - Ability to work a schedule that may include most Saturdays - Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location - This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary - This position is not eligible for Visa sponsorship Branch Locations: - Calabasas - 23701 Calabasas Rd., Calabasas, CA 91302 - Coldwater Canyon - 12900 Ventura Blvd, Studio City, CA 91604 - El Camino Center - 23325 Mulhollan Dr., Woodland Hills, Ca 91364 - Encino Main - 15760 Ventura Blvd., Encino, CA 91436 - Encino Town Center - 17232 Ventura Blvd., Encino, CA 91436 - Sepulveda & Victory - 6348 Sepulveda Blvd, Van Nuys, CA 91405 - Studio City - 12251 Ventura Blvd., Studio City, CA 91604 - Tarzana - 18801 Ventura Blvd, Tarzana, CA 91364 - Van Nuys - 6800 Van Nuys Blvd., Van Nuys, CA 91405 - Ventura & Kelvin - 20800 Ventura Blvd, Woodland Hills, CA 91364 - Ventura & Vesper - 14601 Ventura Blvd., Sherman Oaks, CA 91403 - Vineland Avenue - 10911 Ventura Blvd., Studio City, CA 91604 *Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.50 - $67.31 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. - Health benefits - 401(k) Plan - Paid time off - Disability benefits - Life insurance, critical illness insurance, and accident insurance - Parental leave - Critical caregiving leave - Discounts and savings - Commuter benefits - Tuition reimbursement - Scholarships for dependent children - Adoption reimbursement Posting End Date: 8 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.