We build brands that speak human.
Client Finance Manager
Location
United States
Posted
12 days ago
Salary
$85K - $117K / year
Seniority
Senior
Job Description
Client Finance Manager
McGarrah Jessee
• Serves as primary finance partner for assigned client accounts, building and managing scopes, estimates, and budgets across retainers, projects, and production. • Monitors client profitability, ensures accurate revenue recognition, and flags financial risks early with proposed solutions. • Collaborates with Brand and Production teams on scoping and pricing work, participating in client conversations requiring financial clarity or negotiation. • Prepares monthly client forecasts, variance analysis, and translates financial data into actionable insights for agency-wide reporting and planning. • Oversees client billing processes, ensures contracts and SOWs are financially sound, and continuously improves financial processes.
Job Requirements
- Bachelor's degree in Finance, Accounting, Business, or related field
- 5-8 years of finance experience in advertising agency, creative studio, or similar environment required
- Experience with agency forecasting models and revenue recognition best practices preferred
- Strong client-facing and stakeholder management abilities
- Proficient with agency tools and systems including forecasting, time tracking, and financial reporting platforms
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
Related Guides
Related Job Pages
More Client Partner Jobs
• Regularly engage communities and ownership-group leadership to gauge sentiment, surface emerging needs, and keep the account aligned to a documented success plan. • Score customer health against established guidelines to proactively flag risk and surface growth opportunities. • Identify and mitigate recurring issues experienced by clients. To do this, you will have direct access to all communication channels needed to ensure problem areas are identified and triaged. • Build relationships beyond day-to-day site contacts by identifying and nurturing champions and engaging executive decision-makers across the ownership group. • Act as the voice of the customer—gathering feedback and partnering with Product, Support, and Marketing to shape the roadmap. • Own retention and net revenue retention (NRR) targets for your book of business. • Work closely with Sales on expansion strategy and with Support and Operations to ensure a seamless client experience. • Lead strategic business reviews that report on ROI and account health, and provide regular reporting on satisfaction levels and identified opportunities for growth or improvement.
Role Description Jumpstart is looking for a dynamic and passionate career advisor to inspire and support refugee jobseekers as they navigate the challenges of restarting or jumpstarting their careers in Canada. This role is all about building meaningful connections, providing personalized guidance, and walking alongside clients on their journey to meaningful employment. To excel in this role, you should be someone who thrives on meeting people, understanding their stories, and motivating them to take charge of their career path. You are an empathetic listener and an energetic advisor who can balance strategic guidance with hands-on support. Your passion for supporting others to overcome barriers will be key in building trust and empowering clients to achieve their professional goals. You will be working with hundreds of clients and supporting other Jumpstart team members, to ensure clients are well supported and positioned for success. If you are passionate about equipping talented individuals with the resources, skills and confidence to achieve their career aspirations, we invite you to join our mission-driven team! Responsibilities Include - Conduct comprehensive client needs assessments to identify clients’ unique barriers, strengths, needs, skills, and aspirations. - Provide practical tools, resources, and actionable advice to support clients to take proactive steps toward securing meaningful employment. - Build trust and foster collaboration to encourage clients to take ownership of their job search and career journey while offering strategic guidance and support. - Offer actionable and constructive feedback to assist clients refine their job search strategies and approaches effectively. - Support clients in identifying and participating in activities that enhance their career readiness and confidence. - Develop and nurture relationships with community organizations, networks, and other stakeholders to expand opportunities and resources for clients. - Support delivery of career readiness workshops to prospective and active clients. - Manage client and program data in our Salesforce CRM. Qualifications - Post-secondary education and at least 3 to 5 years proven track record in career coaching/counselling. - Strong knowledge of current labor market trends, job search strategies, and employment-related resources. - Strong interpersonal and communication skills, both verbal and written. - Ability to build trust and rapport with clients from diverse cultural backgrounds. - Proficient in using a CRM system and other virtual tools for remote work (e.g., Zoom, Microsoft Teams). - Experience working with refugees, newcomers, or other vulnerable populations. - Fluency in additional languages and lived experience in forced displacement are considered assets. Benefits - The opportunity to have an impact in a fast-growing organization serving vulnerable communities. - Be part of a diverse and inclusive team culture that fosters innovation and works across Canada. - Permanent position with a competitive compensation package, including starting salary range of $55,000-60,000, health benefits and 20 vacation days. - Flexible work environment including all virtual communication solutions provided (Zoom, Microsoft Office, Salesforce, etc.). - Ability to work remotely or from one of our shared office environments in Montreal, Toronto, Calgary, or Vancouver. How to Apply Submit your résumé and cover letter as a single PDF file. Applications will be reviewed on a rolling basis until the position is filled. Any applications without a cover letter will not be considered.
• Install and configure SpotOn hardware, peripherals, and networking devices, as well as additional implementation tasks as assigned. • Conduct on-site surveys to determine optimal hardware placement, verify low-voltage wiring, and identify power outlet locations. • Deliver comprehensive, hands-on client training and live support to ensure confident use of SpotOn software and features. • Perform on-site health check-ins to confirm system functionality and client satisfaction. • Conduct on-site hardware demonstrations as needed. • Build and maintain strong, trusted client relationships through regular in-person and remote engagement. • Respond to and resolve escalated support tickets promptly and professionally. • Collaborate cross-functionally with internal teams to diagnose, troubleshoot, and resolve complex client issues efficiently. • Communicate technical concepts clearly to non-technical users to promote understanding and confidence. • Identify opportunities to upsell additional products and services based on client needs. • Develop and execute strategies to generate referrals from satisfied clients. • Travel frequently to and from client locations.
• Supervise the overall monthly project accounting efforts • Review & reconcile new contracts & assess related contracts/projects • Review/Address concerns around project tracking/funds compared to project budgets • Set up new clients in accounting systems and files • Review intercompany revenue/cost transactions • Manage Interco contract execution • Manage business unit(s) project revenues • Prepare monthly project revenue forecast • Manage client invoicing based on contracts • Review and submit monthly client accruals • Assist with ad hoc projects as applicable, including the annual budget preparation • Collaborate with FP&A as applicable



