Client Finance Lead — Billing & Budget Strategy (NYC)

Situation-Group; New York (NY); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health care plan (medical, dental and视

Retirement plan with employer match

Life and disability insurance

Generous paid time off package

Paid family leave

Cold brew coffee, snacks and fresh-fru

Wellness resources

Special access to New York City’s arts

Job summary

Situation Group in New York, NY, is seeking a Senior Client Finance Coordinator to own the full financial lifecycle for a portfolio of client accounts. You will translate SOWs and media plans into precise billing milestones, onboarding finance setups, and weekly budget reviews with Account Leads.

You will be the primary finance contact, ensuring timely, accurate invoicing and proactive resolution of questions. The role requires in-office presence four days per week in Midtown Manhattan.

Qualifications

• 3-5 years proven experience in billing, account finance, or agency operations.
• Strong understanding of budget structures, media plans, and reconciliation workflows.
• Skilled in billing/finance software (e.g., Advantage, Prisma, or similar).
• Excellent verbal and written skills, with the ability to translate complex financial data into actionable insights for non-finance stakeholders.
• Exceptional ability to handle competing priorities and fluidly move between high-level analysis and day-to-day tactical execution.

Responsibilities

• Financial Planning, Setup & Oversight: Translate SOWs and media plans into accurate billing milestones; onboard finance setup; weekly budget & billing reviews; quarterly billing schedules.
• Billing Operations & Reconciliation: Drive invoice lifecycle; manage WIP; ensure invoices are client-ready and timely.
• Stakeholder & Relationship Management: Serve as finance point of contact; weekly standups; Open AR reports; resolve inquiries within 48 hours.
• General Team Leadership: Support the Director of Finance in training; improve processes and communications within Billing Team.

Skills

Billing experience

Agency finance

Attention to detail

Stakeholder management

Financial analysis

Communication

Billing software

Tools

Advantage

Prisma

Job description

Situation Group in New York, NY, is seeking a Senior Client Finance Coordinator to own the full financial lifecycle for a portfolio of client accounts. You will translate SOWs and media plans into precise billing milestones, onboarding finance setups, and weekly budget reviews with Account Leads.

You will be the primary finance contact, ensuring timely, accurate invoicing and proactive resolution of questions. The role requires in-office presence four days per week in Midtown Manhattan.