Manager, Client Finance

Manager, Client Finance

Job Description:

1. Key Responsibilities

Strategic Finance Leadership

• Serve as the lead day-to-day finance partner for assigned client accounts and the Omnicom Content Collective business team.
• Apply Revenue Recognition as per ASC 606 guidance, Lead month-end close, GL reconciliation, budgeting, and forecasting.
• Provide financial guidance that supports agency growth, client retention, and profitability objectives.
• Translate complex financial information into actionable insights for non-financial stakeholders.

Business Management & Operations

• Support finance leadership team in commercial negotiations and financial evaluation of client contracts, staffing plans, and pricing models.
• Ensure compliance with internal financial policies, revenue recognition guidelines, and contractual obligations.
• Drive process improvements that enhance financial accuracy, operational efficiency, and scalability.

2. Leadership, Mentorship & Team Enablement Responsibilities

• Work collaboratively with general FP&A support resources in India to ensure clear expectations, timely deliverables, and consistent financial outputs.
• Serve as a subject-matter expert for client finance processes, tools, reporting standards, and finance best practices for non-US members supporting our Finance team.
• Train and teach team members on forecasting, revenue recognition, profitability analysis, billing discipline, and working capital management such as Earned but Unbilled, Deferred Revenue, Accounts Receivable, and Accounts Payable.
• Facilitate knowledge sharing, documentation, and cross-training to strengthen broader Client Finance capabilities.
• Coordinate workload priorities with supporting FP&A resources and partner teams to ensure business needs are met efficiently.
• Support onboarding and capability-building for new or developing finance team members through practical coaching and process guidance.
• Model strong leadership behaviors, professionalism, accountability, and client service excellence across cross-functional teams.

3. Client Finance, Revenue & Working Capital Support

Client Finance Support

• Support the Director and VP of Finance with day-to-day financial activities across assigned client accounts, including revenue, profitability, staffing, billing, and working capital schedules.
• Prepare client-level forecasts, revenue analyses, margin reports, and risk and opportunity schedules for review by finance leadership.
• Compare actual and forecasted financial results with budgets, staffing plans, SOW commitments, and profitability targets; investigate variances and document findings.
• Identify financial variances, risks, and opportunities; prepare supporting detail and escalate items requiring action or decision by the Director or VP of Finance.

Contract, Pricing & Revenue Support

• Review SOWs, MSAs, amendments, pricing models, and staffing plans for completeness; summarize key financial terms, assumptions, and potential issues for finance leadership review.
• Prepare financial models, staffing schedules, fee calculations, and scenario analyses to support new business, renewals, and scope changes.
• Coordinate with Controllership and Shared Services on revenue recognition questions, gather supporting documentation, and escalate complex matters to finance leadership.
• Maintain documentation supporting revenue methodologies, billing schedules, and financial commitments in accordance with established policy, accounting guidance, and contract terms.

Billing, Collections & Balance Sheet Discipline

• Coordinate with Media Finance and Shared Services to support timely and accurate client billing and reconcile invoicing schedules to approved SOWs, staffing plans, and revenue forecasts.
• Monitor accounts receivable, collections, disputed balances, unapplied cash, accruals, reserves, and other working capital items.
• Research and document billing, collection, and balance sheet issues; coordinate follow-up with business, Controllership, and Shared Services teams and escalate unresolved items.

4. Omnicom Content Collection (OCC) Finance Support

• Maintain the pro-forma OCC income statement and supporting schedules; prepare recurring reporting and analysis for review by OCC finance and business leadership.
• Maintain OCC Revenue Pipeline to provide visibility into committed revenue as well as related opportunities and risks.
• Prepare OCC financial planning, staffing, and profitability analyses under the direction of the VP of Finance.
• Support financial operations for content production, experiential programs, creator partnerships, and related service offerings by maintaining project data and coordinating required follow-up.
• Monitor Production and WIP jobs, reconcile activity, and flag aged or unresolved balances for leadership review.
• Prepare project financial performance, reconciliation, accrual, and job profitability analyses; investigate discrepancies and provide supporting detail.
• Follow established financial controls for vendor spend, project tracking, and client billings, and report exceptions promptly.
• Support workflow development and standardization across Omnicom Content Collection (OCC) finance processes.
• Partner with agency teams to ensure clear ownership and accountability for integrated projects involving multiple operating units.
• Assist with reporting, automation, and process improvement initiatives by documenting current workflows, testing updates, and implementing approved changes.

5. Financial Planning, Forecasting & Reporting

Forecasting & Budgeting

• Prepare monthly forecasts and annual budget schedules for assigned accounts and business areas under the direction of finance leadership.
• Gather and validate revenue, staffing allocations, investment, and profitability inputs from finance and business stakeholders.
• Maintain forecast assumptions and prepare scenario analyses requested by the Finance leadership team.

Financial Analysis

• Analyze revenue, gross income, labor costs, utilization, profitability, and operating expenses.
• Perform variance analyses against forecast, budget, and prior periods.
• Identify trends, risks, opportunities, and corrective actions.

Reporting

• Prepare monthly, quarterly, and annual financial reporting packages and supporting schedules for finance leadership review.
• Summarize key financial trends, variances, and open items for the Director and VP of Finance.
• Maintain financial dashboards and reporting tools to monitor business performance.

6. Cross-Functional Coordination

• Maintain effective working relationships with account management, Shared Services, Procurement, HR, Operations, and other agency partners to complete finance deliverables.
• Provide requested schedules, models, and supporting information to Commercial Finance and Growt