Client Finance Manager

NEON; New York (NY); On-site; USD 95,000 - 130,000; Full time

Job summary

NEON is seeking a Client Finance Manager to partner with Account Management and Production teams, overseeing financials for a client portfolio. You will mentor Analysts, ensure policy compliance, and maintain accurate tracking and reporting for multiple clients and products.

You will design and own client-facing trackers, monitor costs weekly, and collaborate with senior finance leadership to analyze variances and forecast future performance.

Qualifications

• Bachelor’s degree in Accounting and/or Finance is required or preferred.
• 3+ years of experience in financial management or client accounting roles.
• Strong Excel skills including advanced formulas, pivot tables, and data analysis.
• Experience with client reporting, budgeting, forecasting, and invoicing processes.

Responsibilities

• Own client- and product-specific reporting needs and create detailed client-facing trackers.
• Coordinate monthly billings, update trackers, and lead tracker meetings.
• Prepare month-end revenue calculations, journal entries, and client POs/invoicing.
• Maintain contract and service agreement data and ensure accurate financial controls.

Skills

Microsoft Excel

Microsoft PowerPoint

SAP

Power BI

Education

Bachelor’s degree in Accounting and/or Finance

Job description

The Client Finance Manager is the primary day-to-day contact partnering with Account Management and Integrated Production teams in overseeing all financial aspects related to a portfolio of clients. This position assists

upper finance management within their designated client finance team to ensure financial controls and policies are in place, financial tracking is accurate, and overall alignment to the individual client Master Service Agreements are followed. This individual will mentor and provide training to Analysts and Senior Analysts and be the primary day-to- day contact.

ESSENTIAL FUNCTIONS

:Financial Tracking/Reporting: Own client and product reporting needs and create detailed client-facing financial trackers that are informative and easy to view

Internal Client Relations: Coordinate monthly billings prior to deadline of each assigned client,prepare, update, and analyze trackers weekly, and lead tracker meetings

Budgeting, Revenue and Forecasting: Prepare month-end revenue calculation, journal entries, manager client purchase orders, and invoicing

Administrative: Perform administrative duties and manage adhoc requests with assigned client accounts

JOB DUTIES / RESPONSIBILITIE

S:*For Specialty functions, see additional information (if applicable) in the box belo

• w.Design, implement, and own the client- and product-specific reporting needs, and monitor all costs on a weekly basis in partnership with Client Finance Analy
• stContinuously perform rate analysis to ensure system-generated rate cards are up to date and aligned to approved client rate card, and review with Associate Directors and above on a regular bas
• isEnsure client tracking of actuals versus approved budgets are tracked regularly and any issues are flagg
• edWork with the Account Management teams to perfect detailed client-facing financial trackers that are informative and easy to vi
• ewCreate staff plan templates ensuring appropriate rate card is being used (client specific or new business) and price projec
• tsPartner with Account Management and Integrated Production team in overseeing all financial aspects related to a client’s portfol
• ioDepending on client relationship and/or process, subject to participate on monthly client tracker calls to speak to any financial tracking and/or billing inquiri
• esPrepare month-end revenue calculation and journal entries, working with revenue controllers as need
• edMaintain Client Service Agreement database on a monthly basis to ensure all PE and signed contracts are uploaded and accura
• teAnalyze monthly financial results and gather feedback from Account Management teams and relay to senior management for forecasting/company health; explain any variances in revenue results vs. foreca
• stManage client purchase orders and client invoicing/SOW system (Ariba, Prisma, Decideware, etc
• .)Monitor and review WIP commentary inputted by Client Finance Analyst during month-end clo
• seEnsure Client Finance Analyst is billing out-of-pocket expenses promptly and that they are working with Accounts Receivable team to ensure client payments are time
• lyEnsure Match Pay and/or Rush Payments are monitored and requested as needed to Executive Manageme
• ntMain point person for all client-related financial inquiries including, but not limited to, scoping, billing, and revenue recogniti
• onEnters SOWs/contracts within Revenue Recognition tool and ensure revenue calculation and results are reviewed by senior management on a monthly bas
• isContinuous communication about portfolio with Senior Business Manager/Associate Directors and flagging major issues such as potential write-offs to Finance Directors in a timely mann
• erMonitor all costs – agency fee, out-of-pocket, shared revenue, billable and non-billable jo
• bsSpearheading bi-weekly tracker meetings with Account Management and Integrated Production teams, and coordinating with various teams within the US and internationally to ensure appropriate and timely tracking of shared clien
• tsPerform administrative duties involving data entry, such as rate card entry and/or rate-card mapping, job status, and estimate creation/stat
• usManage and work through ad hoc requests within assigned accounts if need
• edTrain Client Finance Analysts to run trackers, review invoices, and input estimates for billing/revenue/overall tracking and/or vendor PO creation and ensure timely completio
• n.Manage, monitor, and mentor for the Client Finance Analy
• stMaintain Master Service Contracts and ensure that all contractual obligations are disseminated and follow
• edFlag to Director in advance if contract expiration is nearing and/or rates need to be re-negotiat
• edIn partnership with Client Finance Analysts, review and transmit billing instructions, transfers, write-offs, and estimates to shared service center, ensuring all instructions are clear and appropriate approvals have been received prior to submission/completi
• onAbility to work within a team and across departments while meeting and prioritizing multiple daily deadlin

EDUCATI

ON:DEGREE/DIPL

OMAAREA OF ST

UDYREQUIRED/PREFER

REDBachelor’s Deg

reeAccounting and/or Fina

ncePrefer

LICENSES & CERTIFICATI

ONS

EXPERI

ENCE:MINIMUM EXPER

IENCEAREA OF EXPE

RTISEREQUIRED/PREF

ERRED3+

yearsWorking Exper

ienceReq

KNOWLEDGE, SKILLS, & ABIL

• ITIES:Microsoft
• Excel:Proficient knowledge in advanced functions and formulas to perform VLOOKUP, pivot tables, Index Match, Indirect Address, creating charts, graphs, and overall data c
• aptureMicrosoft PowerP
• oint: Basic knowledge of Powe
• rPointSAP/Business Sof
• tware:Proficient knowledge of SAP and/or business systems pre
• ferredProficient knowledge of Vantage pre
• ferredMicrosoft PowerP
• oint: Basic knowledge of Powe
• skillsTime Management
• skillsOrganization
• skillsExceptional communication
• skillsAnalytical
• skillsAbility to work in fast-paced agency envir

onment
COMPET

• ENCIES:Commun
• icationAttentive and shows interest in the subject; expresses ideas clearly and accurately, isn’t afraid to ask qu
• estionsOrgan
• izationCreates clear goals, identifies and finds the resources (e.g., time, people, materials) needed to achieve them, and schedules tasks so that work is completed
• on timeDetail-o
• rientedAcute attention to detail, with an emphasis on consistency and con
• tinuityTeam-oriented
• mindsetGoal-oriented
• mindsetResource

torship
ADDITIONAL INFORMATION FOR SPECIALTY FU

an item.
OTHER INF

ORM

ATION:N/A
STATEMENT OF UNDE

RSTANDING:This Job Description is not a contract of employment but serves as a reference for your mutual understanding of the terms and conditions associated with the

position.
Your role may vary from this description, and you may be asked to perform other duties or have additional responsibilities outside of what’s outlined above. If you think that there are elements of this job description that are inaccurate, please speak with your manager and/or

HR Partner.
There are three types of Employee Work Arrangements that classify where a person conducts work: In-Office, Hybrid, and Fully Remote. The amount of time an employee spends working virtually versus in person is dictated by their work arrangement classification, the demands of the role, the needs of the agency and their team, and a person’s

performance.
This job description is not intended to include modifications consistent with providing a Reasonable Accommodation.