Client Finance Manager

Adelphi Group; Irving (TX); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Targetbase is seeking a Finance professional to support client financials, billing, and contract pricing in a hybrid role based in Irving, TX. The position collaborates with account leaders to optimize portfolio performance and governance, ensuring accurate forecasts and compliant financial practices.

Ideal candidates have a Bachelor’s in accounting or finance with 2–4 years of relevant experience, plus strong Excel skills and attention to detail.

Qualifications

• Bachelor’s degree in accounting or finance with 2–4 years of professional work experience.
• Experience in professional services firms and/or ‘billable hours’ environment preferred.
• Experience with process and financial system improvement is preferred.
• Microsoft Dynamics AX/D365, Cognos and/or IBM Planning Analytics experience is a plus.
• HFM experience a plus.

Responsibilities

• Collaborate closely with account leaders to manage client financials.
• Consult on performance and recommend growth and governance actions.
• Manage client billing and reporting.
• Review contracts and SOW pricing.
• Work with account leads to ensure healthy financials and KPI performance.
• Assist in revenue projection with Account & Project Management teams.
• Assist in month-end and year-end close processes, including reconciliations and journal entries.
• Execute Accounts Payable, including invoice coding and vendor disbursements.
• Prepare financial reports such as GL actuals, SOW tracking, and client reconciliations.
• Support audits and ad hoc reporting for Finance or Account teams.

Skills

Excel

Effective communicator

Proactive

Organized

Detail-oriented

Multitask

Analytical skills

Problem-solving

Education

Bachelor’s degree in accounting or finance

Tools

Microsoft Dynamics AX/D365

Cognos

IBM Planning Analytics

HFM

Job description

Agency:

Targetbase

Job Function:

Finance

Job Subfunction:

Financial Planning and Analysis

Job Description:

MAIN RESPONSIBILITIES

• Collaborate closely with account leaders team to effectively manage client financials


• Proactively consult account lead & team on current and trending business performance and client financials, and make recommendations for growth, portfolio health and overall fiscal performance to drive results and align with company goals


• Manage client billing process and reporting


• Review and approve client contracts and Statement of Work (SOW) pricing


• Work strategically with account leads to ensure healthy client financials, portfolio performance, expense-planning, KPI performance, and company & corporate governance adherence


• Partner with Account & Project Management teams in revenue projection assembly and revisions


• Assist in month-end and year-end close processes, including reconciliations and journal entries


• Execute Accounts Payable function, including invoice coding and vendor disbursements


• Prepare and analyze financial reports such as general ledger actuals, Statement of Work (SOW) tracking, and client reconciliations ensuring accuracy and compliance with accounting principles


• Partner closely with Account leaders to ensure healthy cash flow management


• Assist in setting & driving performance goals for assigned client accounts/book of business


• Assist with internal and external audits


• Ad hoc reporting & analysis for the Finance or Account team, as needed

EDUCATION & EXPERIENCE

• Bachelor’s degree in accounting or finance with 2-4 years (internships count!) of professional work experience, or equivalent overall applicable work experienceExperience in professional services firms and/or ‘billable hours’ environment is highly preferred


• Experience with process and financial system improvement is preferred


• Microsoft Business Dynamics AX/D365, Cognos and/or IBM Planning Analytics experience is a plus


• HFM experience a plus

KNOWLEDGE & ABILITY

• Microsoft Office expertise (with heavy emphasis on Excel)


• Effective communicator, capable of working with agency executives and demonstrated ability to translate financials clearly to all audiences


• Proactive, organized, detail-oriented, with a strong work ethic


• Able to multitask, prioritize work, and meet multiple deadlines


• Excellent analytical and problem-solving skills

POSITION REQUIREMENTS

• Overtime as necessary


• We work a hybrid schedule - 3 days in our office and 2 days working from home. Candidates must local to the DFW area and willing to be onsite in the Irving office 3 days a week.

Omnicom’s policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager. Our objective is to increase this requirement over time, and many of our agencies as well as Omnicom’s corporate group already require five days of in-office attendance.

Omnicom 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.

Link to Recruitment Privacy Notice: https://www.omc.com/privacy-notice

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