JOB SUMMARY

As a Client Finance Director, you will be responsible for overseeing the Finances for multiple accounts by partnering with other finance team members, Client/Scientific Services teams, and the Shared Service Center (SSC) in managing and ensuring the financial integrity of client finances. This is a hands-on role, supporting the Client Finance Team in driving growth and profitability for the business and to ensure financial controls and policies are in place and are followed.

EXPECTATIONS

• Manage multiple accounts, whether across one client or many, working with the Account and Scientific Leads to review/analyse project spending on an ongoing basis through project life cycle – identifying areas of risk, exposure, etc.
• Identify mis-codings and errors by reviewing time and expenses for projects.
• Review all scopes of work, including estimates, to ensure accuracy. Also ensuring pricing is appropriate to the defined scope before going out to the client for approval.
• Prepare invoicing information based on client billing terms; providing billing with data to generate and distribute client invoices.
• Review Account Receivable Aging and Unbilled Accounts Receivable reports to identify billing issues, working with Client Services to resolve.
• Prepare recurring project management reports and meet with Client Services team on a regular basis to review status of projects for invoicing and reconciliation needs.
• Work with Client Service Lead to ensure all forecasting is up to date, providing the Pod Finance Lead with the reasoning behind any changes or adjustments.
• Ensure monthly revenue recognition policy is followed.
• Work with the Financial Analyst to identify and reconcile projects when completed, analysing them in accordance with the SOW terms and working to minimize fees in suspense/exposure.
• Research and resolve financial issue on the account as they occur, looping in your Pod Finance Lead as needed.
• Assist in Quarterly Sarbanes-Oxley audits of internal financial processes.
• Prepare ad-hoc reports for client service teams and clients.
• Ensure we are always audit ready and in compliance – raising red flags as it relates to processes, backup, etc.

Team and Client Relations

• Serve as liaison between Client Services team and the Finance department, consulting with your Pod Finance Lead if needed.
• Ensure a high degree of accuracy of financials as they relate to the client to maintain client relationships.
• Lead recurring finance team meetings, ensuring they are scheduled at appropriate times with the correct individuals invited. Agendas should reflect an effective usage of everyone’s time.
• Participate in regular internal and client team meetings, providing direction where appropriate.
• Follow up with Client Services teams on project issues (fees in suspense, burning fast, billing concerns, etc.) and provide potential solutions.
• Reviewing and approving client invoices for processing and answer client questions regarding projects.
• Prepare client requested reports with accuracy and adherence to client guidelines.

Fiscal Responsibility

• Identify risks associated with specific projects, contract approvals, budget to actual spending variances and other client accounting related issues.
• Understand the nature of projects and what solutions there are to minimize risk and exposure.
• Track unbilled balances and ensure billings are managed with cash flow and ensuring projects are opened/closed based on their lifecycle status.
• Review of fees in suspense and analysis of each project.
• Complete month end close procedures, confirming revenue by project for each of your accounts.
• Review financial processes and provide recommendations for improvement, where applicable.

Other duties as assigned

Key Skill Sets

• College graduates with bachelor’s degrees in Finance/Accounting degrees.
• 6 years of experience in an equivalent role.
• High degree of accuracy and attention to detail.
• Excellent organizational skills.
• Ability to multi-task and work on multiple projects simultaneously.
• Ability to prioritize and meet deadlines.
• Ability to work independently with minimal supervision and ensure reports are accurate, timely, and meet deadlines.
• Excellent written and verbal communication skills.
• Strong knowledge of Excel, Word, and Outlook.
• Understands the need to adapt communication style to audience, channel, situation, and purpose.
• Understands the roles and responsibilities of different departments in working together to create deliverables and begins to understand the best practices for effectively working with each team.
• Understands the role of finance and how finance supports Client Services.
• Demonstrates capacity for time management skills, can prioritize and manage their own time and multitask simultaneous requests at once.
• Maintain composure and professionalism under stressful situations.
• Be proactive in your day-to-day responsibilities and communicate frequently with your managers, and team members take initiative.
• Ability to communicate with various levels of management.
• Actively asks for feedback and takes an active role in improving skills, while mentoring and developing junior staff.

HCG are Equal Opportunity Employers. All applicants will be considered without regard to race, color, religion, sex, age, national origin, citizenship status, sexual orientation, disability, veteran status or any category or class of person protected by law.

Omnicom Health is committed to hiring and developing exceptional talent. We agree that talent is uniquely distributed, and we’re focused on developing inclusive teams that can bring the best solutions to everything we do. We strongly believe that celebrating what makes us different makes us better together. Join us—we look forward to getting to know you. We will process your personal data in accordance with our Recruitment Privacy Notice.

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