Client Finance Manager - Hybrid/Remote, Impactful Projects

ChangeUp; Dayton (OH); Hybrid; USD 72,000 - 95,000; Full time

Benefits offered by this job

Flex and remote working

Summer Fridays

Generous holiday schedule (birthday)

Wellness plans

Volunteer opportunities

Professional development

Job summary

ChangeUp seeks a Client Finance Manager to serve as project accountant and subject-matter expert for financial performance of assigned clients and projects. This hands-on role covers budgeting, revenue recognition, projections, financial analysis, and workflow, reporting to the CFO as an individual contributor.

You will partner with client relationship managers, track all project finances in Smartsheet, and prepare forecasts for monthly reviews, ensuring adherence to scope and cost controls with

Qualifications

• Bachelor's degree in Accounting, Finance, or equivalent.
• 5+ years of relevant professional experience.
• Understanding of fixed-fee (deliverable-based) project accounting under ASC 606.
• Experience with Sage Intacct and Smartsheet strongly preferred.
• Advanced MS Excel skills with formulas and pivot tables.
• Comfort with high project volumes (600–1,000 per client) and large datasets.
• Proactive, analytical, organized, and self-motivated.
• Excellent verbal and written communication skills.
• Team-oriented and quick to learn.
• Bonus points for experience in Architecture, Engineering, Branding, or Advertising industries.

Responsibilities

• Partner with client relationship managers to oversee financial aspects of client projects.
• Using Smartsheet, track budgets, vendor costs, pass-through expenses, revenue forecasts, and billing.
• Prepare revenue forecasts and financial roll-ups for monthly reviews.
• Conduct trend analyses and ensure contracts stay within scope and cost controls.
• Oversee client procurement portals, contracts, invoice submission, and approvals.
• Maintain an audit trail of client financial activity per accounting guidelines.
• Coordinate revenue recognition, billing, and cash collections with Accounting.
• Track project expenses and vendor costs, including PO tracking and cost analysis.
• Collaborate with other areas of the business to maintain workflow integrity.
• Support the CFO with ad-hoc projects.

Skills

Financial analysis

Budgeting

Revenue recognition

MS Excel

Communication

Team collaboration

Proactivity

ASC 606

Education

Bachelor’s degree in Accounting/Finance

Tools

Sage Intacct

Smartsheet

Job description

ChangeUp seeks a Client Finance Manager to serve as project accountant and subject-matter expert for financial performance of assigned clients and projects. This hands-on role covers budgeting, revenue recognition, projections, financial analysis, and workflow, reporting to the CFO as an individual contributor.

You will partner with client relationship managers, track all project finances in Smartsheet, and prepare forecasts for monthly reviews, ensuring adherence to scope and cost controls with