Remote Client Finance Lead - Partnering for Revenue

McGarrah Jessee; Austin (TX); Remote; USD 110,000 - 140,000; Full time

Job summary

McGarrah Jessee is seeking a Client Finance Lead to bridge finance, brand, and project management. You will own client billing, WIP, and revenue recognition while partnering across departments to ensure accurate, timely financial reporting.

The role involves regular collaboration with controllers and finance leadership, oversight of financial governance, and proactive risk management in a remote, fully-billed environment.

Qualifications

• Experience coordinating with finance, brand and project management to ensure accurate reporting.
• Strong understanding of budgeting, billing, and revenue recognition processes.
• Ability to identify financial risks and communicate findings to stakeholders.

Responsibilities

• Serve as the primary finance contact for assigned clients, accounts, and project teams.
• Partner with Account Management, Production, Business Affairs, Project Management, Media, and Accounting throughout the financial lifecycle of each job.
• Participate in recurring client finance, budget, billing, WIP, and job-status meetings.
• Provide client teams with visibility into project budgets, actual costs, commitments, billings, collections, and remaining funds.
• Proactively identify financial risks, unresolved issues, and opportunities, escalating as needed.
• Respond to internal and client questions related to budgets, estimates, invoices, POs, job status, and financial reporting.
• Own the financial setup and maintenance of client jobs within the agency's systems.
• Review scopes of work, client estimates, fee arrangements, billing schedules, and approved budgets before opening jobs.
• Confirm that jobs are supported by appropriate client authorization.
• Maintain job-level documentation and ensure records match approved scopes and POs.
• Coordinate job-code creation and communicate instructions to relevant departments.
• Coordinate with Production, Business Affairs, Media, and AP to identify missing invoices and remaining obligations.
• Support administration of scope changes and change orders, ensuring they are authorized and billable.
• Perform regular job-level reconciliations throughout the project lifecycle.
• Own the preparation, review, and timely submission of client invoices.
• Develop and maintain billing schedules aligned with contracts and milestones.
• Reconcile proposed billings to budgets, recognized revenue, and remaining authorizations.
• Ensure costs are billed per contractual terms.
• Review job-level work in progress, unbilled costs, deferred revenue, and other balances as part of monthly close.
• Maintain accurate WIP schedules and investigate aged or non-billable balances.
• Support revenue-recognition calculations and documentation.
• Monitor accounts receivable balances and invoice status for assigned clients.
• Follow up on outstanding invoices with Account Management.

Skills

Finance liaison

Billing management

Revenue recognition

WIP tracking

Accounts receivable

Cross-functional partner

Job description

McGarrah Jessee is seeking a Client Finance Lead to bridge finance, brand, and project management. You will own client billing, WIP, and revenue recognition while partnering across departments to ensure accurate, timely financial reporting.

The role involves regular collaboration with controllers and finance leadership, oversight of financial governance, and proactive risk management in a remote, fully-billed environment.