Senior Client Finance Coordinator

Situation-Group; New York (NY); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health care plan (medical, dental and视

Retirement plan with employer match

Life and disability insurance

Generous paid time off package

Paid family leave

Cold brew coffee, snacks and fresh-fru

Wellness resources

Special access to New York City’s arts

Job summary

Situation Group in New York, NY, is seeking a Senior Client Finance Coordinator to own the full financial lifecycle for a portfolio of client accounts. You will translate SOWs and media plans into precise billing milestones, onboarding finance setups, and weekly budget reviews with Account Leads.

You will be the primary finance contact, ensuring timely, accurate invoicing and proactive resolution of questions. The role requires in-office presence four days per week in Midtown Manhattan.

Qualifications

• 3-5 years proven experience in billing, account finance, or agency operations.
• Strong understanding of budget structures, media plans, and reconciliation workflows.
• Skilled in billing/finance software (e.g., Advantage, Prisma, or similar).
• Excellent verbal and written skills, with the ability to translate complex financial data into actionable insights for non-finance stakeholders.
• Exceptional ability to handle competing priorities and fluidly move between high-level analysis and day-to-day tactical execution.

Responsibilities

• Financial Planning, Setup & Oversight: Translate SOWs and media plans into accurate billing milestones; onboard finance setup; weekly budget & billing reviews; quarterly billing schedules.
• Billing Operations & Reconciliation: Drive invoice lifecycle; manage WIP; ensure invoices are client-ready and timely.
• Stakeholder & Relationship Management: Serve as finance point of contact; weekly standups; Open AR reports; resolve inquiries within 48 hours.
• General Team Leadership: Support the Director of Finance in training; improve processes and communications within Billing Team.

Skills

Billing experience

Agency finance

Attention to detail

Stakeholder management

Financial analysis

Communication

Billing software

Tools

Advantage

Prisma

Job description

Situation Group, a global collective of digital-first advertising agencies and an award-winning nonprofit, seeks a Senior Client Finance Coordinator to act as the central hub of financial expertise and the primary source of truth for their assigned client portfolio.

What You'll Do

You are responsible for managing the full financial lifecycle of assigned client accounts—moving beyond simple invoice processing to provide holistic financial oversight. You will serve as the primary finance point of contact, ensuring that client budgets are understood and effectively reconciled, while driving process improvements that minimize "always-on" billing and create consistency for our clients and internal teams.

By deeply integrating with Account Management teams, you translate SOWs and media plans into precise, predictable billing outputs, effectively serving as the strategic link between financial operations and client-facing business objectives. You take ownership of the financial health of your client set, ensuring all invoicing is accurate, timely, and aligned with real-time budget realities.

Our office is located in midtown Manhattan and the Senior Client Finance Coordinator is expected to be in-office four days per week (Monday-Thursday).

Responsibilities include, but are not limited to:

Financial Planning, Setup & Oversight

• Partner with Account Leads to understand client budget structures, translating SOWs and media plans into accurate billing milestones.
• Lead client onboarding for finance, including initial setup within our financial systems, and making template recommendations based on specific client needs.
• Weekly review of budgets & billing status with Account Leads to ensure questions or concerns are addressed in real-time.
• Draft quarterly billing schedules and secure sign-offs from both Finance and Account Leads to ensure consistency.

Billing Operations & Reconciliation

• Drive the invoice lifecycle for assigned clients, utilizing deep knowledge of SOWs and media plans to process invoices with autonomy.
• Manage the end-of-period (monthly/quarterly) work-in-progress, leading reconciliation meetings to review final production and media invoices, addressing overflow costs and open questions.
• Ensuring all invoice formats, descriptions, and amounts are client ready and delivered on time according to billing schedule

Stakeholder & Relationship Management

• Serve as the first responder for client financial questions; proactively escape or resolve inquiries to minimize friction.
• Facilitate weekly standups with client teams to align on budget vs. actuals.
• Set up and distribute weekly Open AR reports, driving specific follow-ups with clients and internal stakeholders to resolve outstanding balances.
• Acknowledge client inquiries within 48 hours and act as the bridge between finance operations and account management.

General Team Leadership

• Support the Director of Finance in training initiatives, including presenting billing processes and fielding Q&As for the wider team.
• Identify and implement opportunities to optimize processes and communication flows within the Billing Team.

THIS JOB IS A PERFECT FIT IF YOU...

• Live for the arts and live entertainment: You have a genuine passion for theater, museums, opera, ballet, and classical music, and love the energy of the experiential world.
• Are obsessed with detail and accuracy: You are naturally meticulous, laser-focused, and known for double-checking the numbers so nothing slips through the cracks.
• Combine financial logic with creative strategy: You love working with data, but you also think outside the box to solve complex problems and craft innovative solutions for agency clients.
• Thrive in a fast-paced agency setting: You excel when balancing shifting priorities, working collaboratively under tight deadlines, and adapting quickly to change.
• Lead with positivity and clear communication: You bring a solution-oriented attitude, communicate complex financial concepts clearly (both written and verbal), and naturally guide others toward success.

• 3-5 years proven experience in billing, account finance, or agency operations.
• Strong understanding of budget structures, media plans, and reconciliation workflows.
• Skilled in billing/finance software (e.g., Advantage, Prisma, or similar project accounting systems).
• Excellent verbal and written skills, with the ability to translate complex financial data into actionable insights for non-finance stakeholders.
• Exceptional ability to handle competing priorities and fluidly move between high-level analysis and day-to-day tactical execution.
• A proactive mindset that seeks to identify financial risks and operational inefficiencies before they become issues.

We offer a competitive base salary and a range of benefits and perks:

• Salary range $60,000 - $75,000 per year, commensurate with experience
• Health care plan (medical, dental and vision)
• Retirement plan with employer match
• Life and disability insurance
• Generous paid time off package that includes vacation, sick, "life happens" days, birthdays, summer Fridays and public holidays
• Paid family leave
• Cold brew coffee, snacks and fresh fruit
• Wellness resources
• Special access to New York City’s arts and entertainment scene

We have been honored for our commitment to our team with workplace awards from Crain's, Best Companies Group, Cynopsis, Digiday, and Fortune.

Our Company

Situation Group is a digital-first collective of award-winning advertising agencies. We partner with leading entertainment, education and mission-driven brands, including WICKED on Broadway, The Metropolitan Opera, Columbia University, and No Kid Hungry.