Budget Project Manager: Client Finance Lead

PHD; New York (NY); On-site; USD 70,000 - 125,000; Full time

Job summary

PHd in New York seeks a Budget Project Manager to manage client financial matters, liaison with account, activation and finance teams, and ensure timely onboarding and accurate billing. This non-traditional role emphasizes relationship-building, detail orientation, and problem solving in a fast-paced client services environment.

Responsibilities include managing financial tasks, coordinating client billing, reporting, and ensuring compliance with contracts and processes while maintaining strong

Qualifications

• 8+ years of experience with growing responsibility in digital media client finance or budget management.
• College degree in Finance or Marketing or equivalent work experience.
• Familiarity across Prisma, MediaOcean, Dynamics 365, and Cognos preferred.
• Strong ability to develop and foster relationships.
• Strong attention to detail, problem solving, developing solutions and troubleshooting.
• Strong project management skills.
• Excellent oral, written, and interpersonal communication skills.

Responsibilities

• Project Management and Communication: Ensure clear progression of related financial tasks across the business.
• Stewarding new client onboarding and ensuring setup is completed timely and accurately.
• Serve as a liaison between the client’s budget management group and the client team(s) to coordinate projects.
• Develop outputs for reporting deliverables and troubleshoot to meet client expectations.
• Identify and trouble shoot issues through the workflow to ensure timely progress.
• Attend or lead periodic client-related or departmental meetings.
• Billing: Establish relationships with client’s finance and procurement teams and be the primary point of contact for billing questions.
• Coordinate POs and monitor billing practices to align with client obligations.
• Support for all items related to client billing internally and ensure timely receipts.
• Track and maintain clear records of billing activity and upload core files to client systems.
• Prepare and maintain client financial reporting.
• Reporting and Compliance: Ensure documentation and authorizations comply with policies.
• Review workflows to ensure compliance with processes.
• Adhere to contractual obligations and internal processes.
• Develop and maintain regular financial reports summarizing account status.
• Follow up on key financial reports and address outstanding items with internal teams.
• Develop and maintain agency and client forecasting files.
• Assist in deliverables related to audit compliance.
• Enforce operations policies and best practices across the business.

Job description

PHd in New York seeks a Budget Project Manager to manage client financial matters, liaison with account, activation and finance teams, and ensure timely onboarding and accurate billing. This non-traditional role emphasizes relationship-building, detail orientation, and problem solving in a fast-paced client services environment.

Responsibilities include managing financial tasks, coordinating client billing, reporting, and ensuring compliance with contracts and processes while maintaining strong