Associate Director, Client Finance

Seoexpert; United States; Remote; USD 129,000 - 155,000; Full time

Job summary

An established industry player is seeking a remote Associate Director of Client Finance to optimize financial performance and empower internal departments. This pivotal role involves collaborating with cross-functional teams to ensure top-tier financial services, maximizing profitability, and supporting strategic decision-making. The ideal candidate will possess strong financial expertise, exceptional leadership skills, and the ability to thrive in a dynamic environment. Join a company that prioritizes work-life balance and offers a remote-first culture, unlimited PTO, and comprehensive benefits to support your career growth.

Benefits

Unlimited PTO

Flexible schedules

100% paid parental leave

401(k) matching

Medical, Dental, Vision Insurance

Short Term Disability Insurance

Annual Class Pass credits

Remote-first culture

Extended Holiday break

Qualifications

• 5-7+ years of experience in financial planning and analysis or client finance.
• Strong knowledge of Media Planning, SEO, SEM, and Analytics.
• Proficient in financial modeling and experienced with forecasting tools.

Responsibilities

• Partner with Client Service and Sales to develop client contracts.
• Oversee budget tracking and provide regular financial updates.
• Collaborate with teams to ensure accurate billing and financial consultation.

Skills

Financial Planning

Analytical Skills

Problem-Solving

Communication Skills

Leadership

Media Planning

SEO

SEM

Analytics

Financial Modeling

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Economics

Tools

Excel

Tableau

PowerBI

NetSuite

Google Sheets

Job description

Apr 25, 2025 - Wpromote is hiring a remote Associate Director, Client Finance. Salary: $129,400 - $155,000. Location: USA.

The Role

The Associate Director, Client Finance at Wpromote is responsible for optimizing financial performance and empowering internal departments via strategic financial support. This role involves supporting the Director of FP&A and CFO by collaborating with cross-functional teams, and ensuring top-tier financial service to maximize profitability at the agency level. The position requires strong financial expertise and leadership to support account teams and deliver exceptional results.

At Wpromote, we believe that great work is only possible with great people. Our goal is to build a better, more inclusive work environment and support our people at every stage of their careers by prioritizing a strong work-life balance through our policies and benefits listed below. As a Best Place to Work according to both Ad Age and Glassdoor and Adweek’s Fastest Growing Digital Agency, we are moving fast to expand our teams and bring new experts into the fold to keep pushing the boundaries of what’s possible in marketing.

We offer:

• Remote-first culture
• Unlimited PTO
• Extended Holiday break (Winter)
• Flexible schedules
• Work from anywhere options*
• 100% paid parental leave
• 401(k) matching
• Medical, Dental, Vision, Life, Pet Insurance
• Sponsored life insurance
• Short Term Disability insurance and additional voluntary insurance
• Annual Class Pass credits and more!

The anticipated annual salary for this role will range from $129,400 - $155,000, based on consideration of a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education and certifications, competitive benchmarks, scope of responsibility, market dynamics, geographic location, and respective state’s salary threshold for exempt employees. The total compensation package for this role will include benefits (listed above) and an annual performance bonus.

This role has an associated annual target bonus component which is paid out based on a number of factors which include Company performance, department performance, and individual performance. Bonuses are not guaranteed and you must be an active employee in good standing and not on a Performance Improvement Plan to be eligible for the annual bonus.

*This role can be performed remotely; however, due to team requirements, candidates must be located in the Pacific Time Zone.

**This position is not eligible for immigration sponsorship

Important Notice: Beware of Job Scams

Wpromote recruiting communications will only be sent through our official channels via wpromote.com email addresses. If you see a posting elsewhere that is not reflected on Wpromote.com/careers, it may be a fraudulent posting. We do not require payment or fees during the hiring process nor do we request sensitive information, such as Social Security numbers or payment details. Please safeguard yourself against possible scams and contact us if you encounter any suspicious activity.

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You Will Be

• Partner with Client Service, Sales, and other departments to develop client SOW contracts and change orders aligned with priorities and staffing needs
• Oversee budget tracking, SOW tracking, and resource allocation reporting; provide regular financial updates to teams
• Collaborate with Client Service to ensure accurate and timely billing for agency fees
• Provide financial consultation to cross-functional teams, including during kickoff meetings, monthly tracking, billing, and actualization
• Recommend incremental scope and staffing adjustments based on performance and business needs
• Develop accurate recruiting forecasts and succession plans in partnership with Resource Management and POPS
• Assist in pricing and negotiation of client fee agreements
• Identify and implement process improvements within the Finance department
• Support the annual budgeting process to align with company strategic goals
• Collaborate with senior leadership to develop long-term financial models and forecasts to monitor performance and support organizational success
• Prepare monthly, quarterly, and annual financial reports and forecasts to support strategic decision-making
• Analyze key financial metrics and provide insights to improve profitability and efficiency
• Develop dashboards and KPIs to track business performance
• Optimize financial planning and analysis processes for greater accuracy and efficiency
• Implement and manage financial systems and tools to support analysis and reporting

You Must Have

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5-7+ years of experience in financial planning and analysis or client finance, with at least 2 years in a managerial role
• Strong knowledge of Media Planning, SEO, SEM, Programmatic, Social, Analytics, and Technology
• Knowledge of rate card development
• Ability to align financial plans with business goals
• Strong analytical and problem-solving skills
• Proficient in financial modeling and experienced with forecasting tools (e.g., Excel, Tableau, PowerBI)
• Experience with various ERP and financial systems (NetSuite preferred)
• Ability to thrive in a dynamic, fast-paced environment
• Excellent communication and presentation skills, with the ability to influence stakeholders
• Proven leadership and team management capabilities

Nice to Have

• Experience with Google Sheets and Google Suites
• Experience in digital marketing, advertising, or other services

Wpromote is committed to fostering diversity and inclusion, providing a safe environment free of discrimination and harassment. We are an equal opportunity employer and prohibit discrimination based on race, color, religion, gender, gender identity, sexual orientation, national origin, disability, age, veteran status, or any other protected status. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act. We participate in E-Verify and will verify your eligibility to work in the U.S.