Finance Manager

US001 Daniel J. Edelman, Inc.; Washington (District of Columbia); On-site; USD 68,000 - 92,000; Full time

Benefits offered by this job

Bonus potential

Paid time off

Region-specific benefits

Job summary

Edelman is seeking a Finance Manager to oversee financial management for clients, including revenue recognition, reporting, forecasting, and process compliance. You may supervise analysts and serve as a Business Manager on larger projects, including contract and pricing negotiations with oversight.

The role requires a Finance/Accounting degree with several years of experience; advanced MS Office skills are essential.

Qualifications

• Bachelor’s degree in Finance or Accounting; five years in Finance/Accounting, or six years without degree.
• Advanced Microsoft Office skills.
• Experience with financial reporting, forecasting, and revenue recognition.

Responsibilities

• Oversee client billing, budgets, and accounts receivable.
• Support pricing client proposals and budgets for RFPs/RFIs.
• Review contracts and ensure alignment with revenue recognition policy.
• Prepare management reports and flag areas for improvement or risk.

Skills

Written communication

Oral communication

Interpersonal skills

Client service

Time management

Financial analysis

Business acumen

Initiative

Education

Bachelor’s degree in Finance or Accounting

Five years of Finance or Accounting experience

Tools

Microsoft Office

Job description

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.

Job Summary

The Finance Manager is responsible for financial management of clients including oversight of revenue recognition, financial reporting, forecasting, and process compliance. The Finance Manager may supervise one or more Financial Analysts or Interns. The Finance Manager will function as the Business Manager on larger or more complex projects or clients including contract and pricing negotiations (with oversight).

Basic Qualifications

The ideal candidate will have a Bachelor’s Degree in Finance or Accounting with a minimum of five years of Finance or Accounting experience. In lieu of a degree, six years of Financial or Accounting experience. Advanced Microsoft Office skills.

Preferred Knowledge and Skills

The ideal candidate will have excellent written, oral, and interpersonal communication skills, be client service oriented and foster positive working relationships. Is well organized with strong time management skills and attention to detail, follows through on multiple projects and juggle conflicting priorities in a fast-paced environment. The candidate will also possess strong financial analysis and management skills, good business acumen, ability to articulate financial concerns in layman’s terms, and be a self-starter and initiative taker. Advanced knowledge of financial systems.

Key Responsibilities

• Client Servicing
• Coordinate data collection for client audits
• Communicate with clients regarding budgets, billing, and accounts receivable issues
• Maintain catalog of required client reporting and ensure timely completion
• Financial Management and Planning
• Support account teams in pricing client proposals, responding to RFP/RFI’s and developing budgets (with oversight)
• Support negotiation of client and vendor contracts between clients/vendors, account staff/senior management and legal department, including full review of all business terms (with oversight)
• Ensure that projects are managed in accordance with contracts; create summary sheets for account teams
• Ensure written client agreements are obtained (via contract, letter of agreement, signed SOW, etc.) for all work and are appropriately archived and classified.
• Liaise with Contract Specialist and Contract office.
• Assist account teams with monthly project budget to actual tracking and other required client reporting
• Review and approve scopes and staffing plans; elevate issues to client finance lead as appropriate.
• Prepares staff plans if no PM
• Review monthly fee and expense detail.
• Analyze accuracy and explain significant variances to budget or forecast
• Prepare management reports and identify and communicate areas of concern and suggested improvements to account staff and management (e.g., client profitability, utilization, over/under service, missing time, revenue risk and staffing plans)
• Review monthly fees for accuracy and compliance with Edelman Revenue Recognition policy
• Facilitate monthly billing liaison between account staff and billing department and review billing reports
• Review time and expense write-offs and unbilled WIP
• Ensure processing of service orders timely
• Work with client leadership to minimize risk exposure surrounding accounts receivables and credit requirements of clients
• Accountable for timely and valuable AR collection status commentary and liaison with Accounts Receivable
• Supervise project set up process for department and perform Business Manager role for larger or more complex projects.
• Drive profitability by working with account teams, resource, and project management
• Review staffing utilization, realization, and capacity and proactively communicate meaningful observations
• Portfolio finance leaders
• Ensure compliance with company financial policies (e.g., revenue recognition, job requisitions, time entry, travel and expense, credit, billing, accounts payable, new business)
• Ad hoc requests and projects

People Management

• Contribute to performance appraisal process for peers and managers
• Provide ongoing constructive feedback and consistently hold staff accountable for performance, compliance, and ethical business conduct
• Supervise and train Finance personnel and be accountable for their work

Measures of Success (Metrics)

• Demonstrate behaviors consistent with Edelman’s values, Code of Ethics and Business Conduct
• Set and pursue challenging stretch goals for yourself
• Demonstrate effective supervisory and effective task delegation abilities by setting clear expectations and deadlines, providing needed resources, monitoring progress, and providing feedback
• Manage up, across, and down
• Commit to continuous learning and improvement of your technical and leadership skills

$68,000 - $92,000 per year

LI-PP1

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.

It started with one man’s passion to make an impact through stories… 70 years later, we are the world’s largest communications firm, which fosters an environment where people feel empowered to take the kind of bold action that makes careers, reshapes industries, and creates the unexpected.

We are one global team, over 6,000 strong across 60 offices, grounded by our shared values.

We promise an experience where our employees see that boldness is possibility, empathy is progress, and curiosity is momentum.

Since Dan Edelman founded the firm in 1952, we have remained an independent, family-run business, and our culture is one that brings understanding, collaboration, and respect to our work and to each other.

Diversity, equity, inclusion, and belonging (DEIB) transform our colleagues, our clients, and our communities, and propel us forward as a company.

At Edelman, we are in relentless pursuit of a fair and inspiring workplace that is respectful to all, reflects and represents the world in which we live, and fosters trust and collaboration.

Each day and on each project, we strive to ensure that our colleagues feel a sense of true inclusion and belonging and can bring their best to their work— taking action and shaping impactful moments and movements within our company, on behalf of our clients, and within communities around the globe.

The relentless pursuit of excellence The freedom to be constantly curious The courage to do the right thing The commitment to positively impact society.

We grow our people

We invite and celebrate differences

Our reputation is our brand

We’re global, yet local

We offer more than just a career – we offer a place to grow, make a meaningful impact, and help drive change alongside some of the brightest minds in the industry.

Our culture is built on trust, innovation, and inclusivity, where unique perspectives are not only welcomed, but celebrated.

At Edelman, your ambitions are supported, your voice matters and your work contributes to shaping the future of communications and clients’ business.

Join our talent community to receive the latest DJE Holdings news and content, and to be notified when job openings match your skills and experience.