Client Finance Manager

Unlock Health; Nashville (TN); Hybrid; USD 84,000 - 122,000; Full time

Job summary

An innovative healthcare marketing agency is seeking a detail-oriented Client Finance Manager to join their dynamic team. This role is pivotal in managing the financial health of client accounts, focusing on forecasting, billing, and revenue recognition. The ideal candidate will thrive in a fast-paced environment, leveraging their strong financial background to provide strategic support to internal teams and clients alike. With a commitment to transparency and operational excellence, this position allows you to cultivate strong relationships while ensuring the financial integrity of marketing initiatives. If you are analytical and proactive, this opportunity is perfect for you.

Benefits

Competitive Salary

Health, Dental and Vision Insurance

Life Insurance paid 100% by the company

401(K) with company match

Flexible Paid Time Off

Paid Parental Leave

Employee Assistance Program

Employee Referral Program

Qualifications

• Strong financial background with experience in agency settings.
• Proven ability to manage multiple client accounts and budgets.

Responsibilities

• Oversee financial health of client accounts focusing on forecasting and billing.
• Act as a key advisor to internal teams and clients for financial matters.

Skills

Financial Management

Forecasting

Billing Management

Revenue Recognition

Accounts Receivable Management

Client Relationship Management

Problem-Solving

Attention to Detail

Education

Bachelor's Degree in Finance or Accounting

4+ years of financial experience

Tools

NetSuite

Workfront

Excel

Job description

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Unlock Health breaks down the walls that healthcare providers have lived with for decades. We connect the dots across managed care and marketing so that providers can realize their missions and patients can get the right care. We've brought together the top healthcare marketing organizations to make this vision a reality, with a team of experts in managed care, technology, and ROI design.

Title: Client Finance Manager

Direct Manager Title: Client Finance Director

The Role

We are looking for a detail-oriented and proactive Client Finance Manager to join our vibrant team. The ideal candidate will have a strong financial background, ideally with experience in an agency setting. This role will be instrumental in overseeing the financial health of client accounts, focusing on areas like forecasting, billing, revenue recognition, and accounts receivable management. Additionally, you will support vendor management and ensure financial transparency across marketing initiatives. As a Client Finance Manager, you will act as a key advisor to both internal teams and clients, cultivating strong relationships while driving operational excellence. This is an essential role for someone who is analytical, detail-driven, and thrives in a dynamic, fast-paced environment.

What You’ll Do

• Provide strategic financial support to Client Experience teams and actively lead managing client project budgets and forecasting financial performance
• Manage the forecasting process for client accounts, working closely with internal teams to ensure accurate financial projections for upcoming projects
• Ensure accurate and timely billing for Integrated Marketing & Managed Care client projects, adhering to contractual terms and project timelines
• Assist with revenue recognition processes in accordance with accounting standards (ASC 606), ensuring revenue is recognized correctly across all clients
• Maintain and monitor billing schedules, invoicing, and payment terms ensuring accuracy and clarity in all client accounts
• Manage accounts receivable for clients, proactively following up on outstanding invoices, minimizing aged balances & bad debt, and working to resolve payment issues quickly
• Work closely with clients to resolve billing discrepancies or payment issues, ensuring smooth cash flow and maintaining strong client relationships
• Act as a key liaison between clients and internal teams, addressing billing inquiries, payment concerns, and any other financial related questions or issues
• Ensure adherence to internal financial controls, reporting standards, and processes while maintaining transparent financial information for clients and internal teams
• Provide financial reports, analysis, and insights to teams as needed, including invoicing queries, audit requests, and client specific contractual reporting requirements
  
  

Ideal Qualifications

• Minimum 4+ years of related financial and/or accounting experience, preferably within an advertising or marketing service industry
• Strong understanding of finance and accounting principles (Balance sheet, P&L, AR, etc.), with a focus on client-facing financial management and forecasting
• Proven ability to manage multiple client accounts and budgets, balancing client support with financial analysis and projections
• Excellent attention to detail, with the ability to manage multiple projects and deadlines
• Proficiency in financial software and tools (NetSuite & Workfront, Excel)
• Exceptional communication & interpersonal skills, with the ability to work cross-functionally and build strong relationships with clients and internal teams
• Strong problem-solving skills with a proactive approach to resolving financial challenges and discrepancies
• Advanced MS Office skills, particularly Excel; ability to create and manage complex financial spreadsheets
• Ability to work in a fast-paced environment and handle multiple priorities effectively
  
  

Perks And Benefits

• Competitive Salary
• Health, Dental and Vision benefit packages to fit all types of lifestyles
• Life, Short- and Long-Term Disability Insurance paid 100% by the company
• FSA / HSA Options
• 401(K) with a generous company match program
• Flexible Paid Time Off (aka- unlimited)
• Paid Parental Leave
• Hybrid and Remote work schedules available
• Employee Assistance Program (unlimited free telephonic counseling for a variety of issues such as mental health, financial support, and legal advice)
• Employee Referral Program
  
  

About Unlock

Unlock Health redefines what a marketing and advertising agency can do in healthcare by breaking down walls that have existed for decades. We’ve combined the best teams in healthcare marketing to help every client live their mission – to promote, maintain, and restore health. Our “super agency” approach connects creative, content, and strategy to remove the guesswork from growth, measured by ROI technology. By bringing together the top talent in the industry, we are reshaping the future of healthcare marketing.

We believe our business can only grow by including our Vision and Values in everything we do. Our hiring process is no different. We interview and hire based on our values, which you can learn more about here.

Equality Opportunity Employer Statement

Unlock, and its affiliate companies, is an equal opportunity employer dedicated to building an inclusive and diverse workforce. We provide equal employment opportunities without regard to an applicant's race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

For internal coding use only: SharedServices/Finance/OpEx

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

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