Finance Manager

Edelman; San Francisco (CA); In loco; USD 68.000 - 92.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401K / Retirement plan

Life insurance

Disability insurance

Paid time off

Travel assistance

Wellness program

Descrizione del lavoro

Edelman is seeking a Finance Manager to serve as the day-to-day finance lead for a large, global client relationship, primarily supporting the U.S., Canada, and Latin America. Reporting to the Client Finance Director, you will own forecasting, month-end close, financial reporting, and coordinate with EMEA and APAC to ensure a consistent global view of financial performance.

This hands-on role requires strong analytical skills, cross‑border collaboration, and the ability to translate financial

Competenze

• 5-8 years of progressive experience in client finance or FP&A.
• Experience managing financial performance of a large, complex client.
• Strong forecasting, budgeting, revenue recognition, month-end close, and controls.
• Experience with Workday, Power BI, Smartsheet, Ariba or similar systems.

Mansioni

• Serve as day-to-day finance lead for the account across the U.S., Canada, and Latin America.
• Coordinate forecast and close activity with finance leads in EMEA and APAC and provide a consistent global view of financial performance.
• Provide clear financial insight to account leaders, identifying risks, opportunities, and actions related to revenue, margin, staffing, scope, billing, and cash.
• Own forecasting, budgeting, and monthly financial reporting for the U.S., Canada, and Latin America.
• Lead month-end close for assigned markets, including revenue, costs, accruals, intercompany activity, and project financials.
• Review scopes of work, change orders, pricing, rate cards, staffing plans, fee structures, and related commercial assumptions for financial accuracy.
• Monitor contract compliance and client-specific requirements, including purchase order coverage and POE requirements.
• Identify scope creep, under-recovery, pricing gaps, staffing inefficiencies, or other financial exposure and address with account teams.
• Support Client Finance Director on larger commercial negotiations, pricing decisions, and material changes.
• Maintain oversight of billing, AR, WIP, and open financial transactions across the account.
• Partner with Shared Services to ensure invoices are accurate and timely.
• Review revenue recognition, aged AR and WIP, project close status, and other financial controls.
• Ensure compliance with Edelman financial policies and client requirements.
• Provide day-to-day guidance and training to finance resources; build scalable processes and reporting.

Conoscenze

Financial analysis

Forecasting

Budgeting

Variance analysis

Stakeholder management

Advanced Excel

Cross-functional collaboration

Communication

Strumenti

Workday

Power BI

Smartsheet

ClientLens

Ariba

Descrizione del lavoro

We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions. The Finance Manager is the day-to-day finance lead for a large, complex, and strategically important global client relationship. Reporting to the Client Finance Director, this role will primarily support the U.S., Canada, and Latin America and will coordinate closely with finance leads in EMEA and APAC to support global forecasting, month-end close, and financial reporting. This is a hands‑on client finance role responsible for strong financial management, commercial discipline, and effective partnership with account leadership. The Finance Manager will own the daily financial rhythm of the account, identify risks and opportunities early, and help ensure the business is financially well managed while the Client Finance Director retains overall global finance leadership, executive-level finance relationships, major commercial negotiations, and strategic oversight.

Key Responsibilities

Client Finance Leadership & Business Partnership

• Serve as the day-to-day finance lead for the account across the U.S., Canada, and Latin America, partnering closely with account leadership and project teams on financial and commercial matters.
• Coordinate forecast and close activity with finance leads in EMEA and APAC and provide a consistent global view of financial performance to the Client Finance Director.
• Provide clear financial insight to account leaders, identifying risks, opportunities, and actions related to revenue, margin, staffing, scope, billing, and cash.
• Participate in regular leadership, forecasting, staffing, scoping, and business performance discussions and escal…

Forecasting, Budgeting & Financial Performance

• Own forecasting, budgeting, and monthly financial reporting for the U.S., Canada, and Latin America, with oversight and support from the Client Finance Director.
• Lead month-end close for assigned markets, including revenue, costs, accruals, intercompany activity, and project financials, while coordinating global close deadlines with international finance leads.
• Analyze actual performance versus forecast and budget, explain key variances, and drive follow-up actions.
• Monitor project and portfolio profitability, staffing mix, utilization, burn rates, fee and OOP performance, contribution margin, profit margin, and other key financial indicators.

Commercial, Contract & Scope Management

• Review scopes of work, change orders, pricing, rate cards, staffing plans, fee structures, and related commercial assumptions for financial accuracy and alignment with approved terms.
• Support quarterly scoping and ongoing scope management, ensuring staffing, pricing, purchase orders, and financial expectations are complete and commercially sound.
• Monitor contract compliance and client-specific requirements, including purchase order coverage and Proof of Execution (POE) requirements.
• Identify scope creep, under‑recovery, pricing gaps, staffing inefficiencies, or other financial exposure and work with account teams to address issues promptly.
• Support the Client Finance Director on larger commercial negotiations, pricing decisions, and material contract or scope changes.

Billing, Balance Sheet & Financial Controls

• Maintain oversight of billing, accounts receivable, work in progress, unbilled revenue, purchase orders, and open financial transactions across the account.
• Partner with Financial Shared Services and other operational finance resources to ensure invoices are accurate, supported, submitted on time, and aligned with contractual and client requirements.
• Review revenue recognition, aged AR and WIP, project close status, and other financial controls; drive timely resolution of material issues.
• Ensure compliance with Edelman financial policies, established processes, and client contractual requirements.

Team Leadership & Operational Excellence

• Provide day-to-day guidance, prioritization, onboarding, and training to Financial Shared Services and other finance resources supporting the account; formal people-management responsibility may be added as the support model evolves.
• Continuously improve ways of working by simplifying processes, standardizing reporting, strengthening controls, and building scalable tools and routines.
• Maintain strong data discipline and effective use of Workday, Excel, Smartsheet, Power BI, ClientLens, Ariba, and other relevant financial or client systems.

Qualifications & Experience

• 5-8 years of progressive experience in client finance, commercial finance, FP&A, accounting, or a related financial management role.
• Demonstrated ability to manage the financial performance of a large, complex client, business unit, or portfolio; agency or professional-services experience is preferred.
• Strong understanding of forecasting, budgeting, revenue recognition, month-end close, project profitability, billing, AR/WIP, and financial controls.
• Commercial experience reviewing scopes, pricing, staffing models, purchase orders, and contractual financial requirements.
• Strong analytical skills with the ability to identify financial risks and opportunities and translate analysis into practical recommendations.
• Advanced Excel skills and comfort working across financial and reporting systems; experience with Workday, Power BI, Smartsheet, ClientLens, Ariba, or similar tools is valuable.
• Strong communication and stakeholder-management skills, with the ability to partner effectively with senior account leaders and coordinate across markets and time zones.
• Highly organized, detail-oriented, and comfortable managing multiple priorities while maintaining ownership of both the detail and the broader financial picture.

$68,000 - $92,000 per year

An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH’s total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits.

DJEH offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.

DJEH is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion. We seek applications from all qualified candidates without regard to race, color, gender, sex, age, religion, physical or mental disability, military and veteran status, or any other basis protected by federal, state or local law. If you require a reasonable accommodation in any part of the employment process, please let us know.