Senior Client Finance Coordinator

Jobtailor; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in New York seeks a finance-focused professional to manage the full financial lifecycle for client accounts, acting as the primary finance point of contact and translating budgets and SOWs into billing milestones.

You will lead onboarding, weekly reviews, and quarterly billing schedules, ensuring timely invoices and clear communication with stakeholders. Strong attention to detail and problem-solving are essential in a fast-paced agency setting.

Qualifications

• 3–5 years proven experience in billing, account finance, or agency operations

Responsibilities

• Manage the full financial lifecycle of assigned client accounts
• Serve as the primary finance point of contact and source of truth for the client portfolio
• Partner with Account Leads to understand client budget structures and translate SOWs and media plans into billing milestones
• Lead client finance onboarding and initial setup in financial systems
• Review budgets and billing status weekly with Account Leads
• Draft quarterly billing schedules and secure Finance and Account Lead sign-offs
• Drive the invoice lifecycle for assigned clients
• Manage month-end and quarter-end work-in-progress and lead reconciliation meetings
• Ensure invoice formats, descriptions, and amounts are client-ready and delivered on schedule
• Respond to client financial questions and escalates or resolve inquiries
• Facilitate weekly client-team standups on budget versus actuals
• Set up and distribute weekly Open AR reports and follow up on outstanding balances
• Acknowledge client inquiries within 48 hours
• Support the Director of Finance with training initiatives and billing-process presentations
• Identify and implement Billing Team process and communication improvements

Skills

Billing management

Budget structure understanding

Reconciliation workflows

Billing software proficiency

Financial data analysis

Excellent verbal communication

Excellent written communication

Attention to detail

Problem-solving

Adaptability

Tools

Advantage

Prisma

Project accounting systems

Job description

• Manage the full financial lifecycle of assigned client accounts
• Serve as the primary finance point of contact and source of truth for the client portfolio
• Partner with Account Leads to understand client budget structures and translate SOWs and media plans into billing milestones
• Lead client finance onboarding and initial setup in financial systems
• Review budgets and billing status weekly with Account Leads
• Draft quarterly billing schedules and secure Finance and Account Lead sign-offs
• Drive the invoice lifecycle for assigned clients
• Manage month-end and quarter-end work-in-progress and lead reconciliation meetings
• Ensure invoice formats, descriptions, and amounts are client-ready and delivered on schedule
• Respond to client financial questions and escalates or resolve inquiries
• Facilitate weekly client-team standups on budget versus actuals
• Set up and distribute weekly Open AR reports and follow up on outstanding balances
• Acknowledge client inquiries within 48 hours
• Support the Director of Finance with training initiatives and billing-process presentations
• Identify and implement Billing Team process and communication improvements

Requirements

• 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
• Genuine passion for theater, museums, opera, ballet, and classical music
• Meticulous attention to detail and accuracy
• Ability to solve complex problems and develop innovative solutions
• Ability to thrive in a fast-paced agency setting and adapt quickly to change

Core Competencies

Demonstrates expertise in managing the financial lifecycle of client accounts, including budget structures, billing processes, and reconciliation workflows. Proficient in utilizing billing software to ensure accurate and timely financial reporting while effectively communicating complex financial data to stakeholders.

Highest-signal resume keywords

• Billing Management
• Budget Structure Understanding
• Reconciliation Workflows
• Billing Software Proficiency
• Client Communication

ATS Optimization Keywords

Hard Skills

• Billing Management
• Budget Structure Understanding
• Reconciliation Workflows
• Billing Software Proficiency
• Financial Data Analysis

Soft Skills

• Excellent Verbal Communication
• Excellent Written Communication
• Attention to Detail
• Problem-Solving
• Adaptability

Industry Keywords

• Agency Operations
• Client Finance
• Financial Lifecycle
• Media Plans
• Theater
• Museums
• Opera
• Ballet
• Classical Music

Tools & Technologies

• Advantage
• Prisma
• Project Accounting Systems