Vice President, Client Finance

Orchestra Co; Northern, New York (KY, NY); Hybrid; USD 135,000 - 180,000; Full time

Benefits offered by this job

Visa sponsorship

Job summary

Orchestra, a strategic communications and marketing company, is seeking a Vice President, Client Finance in New York. This hybrid role collaborates with vertical leadership to drive profitability, oversee finance operations, and deliver accurate reporting across NetSuite, HubSpot, and PowerBI.

You will manage a team, mentor a Financial Analyst, and partner with the Pricing Desk and resource management to optimize client economics and renewals.

Qualifications

• 7+ years of experience in finance.
• Proficient in NetSuite and Microsoft Excel.
• Strong understanding of P&L, balance sheet, and revenue recognition.
• Experience with Power BI, HubSpot, and reporting tools.
• Ability to coach and develop staff.

Responsibilities

• Lead month-end close for one vertical.
• Ensure journal entries reflect retainer and project revenue.
• Maintain data accuracy across NetSuite, HubSpot, and PowerBI.
• Generate manager reporting on revenue, utilization, AR.
• Oversee Accounts Receivable and partner with AR team.
• Forecast client-level plans and align with leadership.
• Advise on pricing, margins, and staffing.
• Support new business proposals and resource management.

Skills

Finance leadership

P&L management

Financial analysis

Forecasting and planning

Strategic partnership

Client service mindset

Communication skills

Team leadership

Tools

NetSuite

Excel

PowerBI

HubSpot

Replicon

Job description

Orchestra is a strategic communications and marketing company built for today’s complex and fragmented world. From decoding audiences to designing bold strategies, Orchestra integrates people, platforms, and stories that stick to help clients build lasting influence. The company offers programs that span from the highest level strategic business counsel through to tactical execution. Orchestra brings together 700+ people with experience across consumer and lifestyle, technology, nonprofit and philanthropy, real estate, sports, travel, hospitality, and more. Made up of leading firms BerlinRosen , Civitas Public Affairs Group , Derris , Glen Echo Group , Inkhouse , M18 , Message Lab , Onward and Small Girls PR . It also launched Brightmode , a talent acquisition firm for communications professionals, and Versus Media Group , a strategy-first political media team. Learn more at www.orchestraco.com .

People of all backgrounds and abilities are strongly encouraged to apply. Orchestra is committed to building and maintaining a diverse staff, and recognizes that its continued success depends on hiring and retaining high-quality creative professionals with a variety of backgrounds and experiences. Opportunities for advancement exist, and we are committed to helping all staff develop and grow.

ABOUT THE ORCHESTRA FINANCE TEAM

The Orchestra Finance team oversees financial results and works with our teams on client finance, growth strategies and the overall financial health of the company. We are responsible for the successful integration with our new partner companies as well as any future acquisition activity.

We work with management and other key agency stakeholders to drive profitability and monitor key performance indicators. We are growing a team of experienced finance professionals, change agents, Excel masters and complex problem-solvers to collaborate cross-functionally to assess financial strategies, systems and processes in an effort to drive the full-cycle financial health of all our clients.

ABOUT THIS ROLE

The Vice President, Client Finance serves as a strategic finance partner to leadership across a vertical within Orchestra.This role is responsible for financial oversight, operational rigor, and performance optimization—ensuring accurate reporting, disciplined forecasting, and actionable insights that drive profitability and support business growth.

The position manages one Financial Analyst and reports to the EVP, Client Finance.

Role location:

This role is based in our New York, N.Y. office on a hybrid basis. The Finance team is in-office at least 3 days per week.

ACCOUNTABILITIES AND QUALIFICATIONS

As a Vice President, Client Finance, you will...

• Lead month-end close for one vertical, including revenue recognition, accruals and variance analysis
• This will include ensuring journal entries properly reflect retainer and project revenue models
• Ensure accuracy and integrity of financial data across NetSuite, HubSpot and PowerBI
• Generate manager reporting, including revenue, utilization, over-servicing metrics, pending contracts and AR

Forecasting & Planning

• Own and review client-level forecasts, leveraging Power BI and internal reporting tools
• Partner with vertical leadership to align financial plans with business objectives
• Identify risks, opportunities and trends; proactively recommend mitigation strategies

Business Partnership & Strategy

• Act as a key advisor to vertical leadership on financial performance, client profitability, and resource allocation
• Provide data-driven insights on over-servicing, pricing, and margin improvement opportunities
• Support new business proposals, staffing models, and capacity planning in conjunction with Pricing Desk and Resource management.

Client Profitability & Renewals

• Monitor and analyze client profitability, including managed revenue, utilization, and over-servicing
• Partner with Client Relationship Leads (CRLs) and practice heads to refine commercial terms and improve account economics.

Reporting & Analytics

• Generate mid-level manager reporting, including revenue, utilization, over-servicing metrics, pending contracts and AR
• Maintain data accuracy across NetSuite, HubSpot, Replicon, and other systems

Accounts Receivable Oversight

• Review AR performance across managed verticals, including aging, collections, and risk mitigation
• Partner with AR team to escalate and resolve issues
• Manage and develop a Financial Analyst, including coaching, performance management, and career development
• Foster a high-performance, accountable team environment
• Lead or support special projects, process improvements, and system enhancements
• Identify opportunities to streamline workflows and improve financial visibility
• 7+ years’ experience in finance
• Intermediate to Advanced knowledge of financial systems (NetSuite experience required) and Microsoft Excel
• Deep understanding of financial accounting, P&L, balance sheet management and revenue recognition methodologies
• Strong financial analysis and planning skills and demonstrated strong business acumen
• Ability to effectively manage workloads, prioritize and streamline tasks and multiple deadlines
• Self-starter who is equal parts doer and teacherAbility to get to the root cause of an issue, problem solve for the long term while working with or creating off-the-cuff solutions
• Demonstrated staff management experience and leadership skills, ideally within a high-growth and dynamic organization
• Consulting and client service-oriented mindset with the ability to foster positive working relationships both externally and internally
• Comfortable working with multiple stakeholders and managing their expectations
• Excellent verbal and written communication skills

WORKING AT ORCHESTRA

Salary range (commensurate with experience and skills): $135,000-$180,000

Vice Presidents are eligible for end of year bonuses based on firm, team and individual performance.

Note: Orchestra offers temporary (non-immigrant) work visas for new and existing employees and green card sponsorship for existing staff.

Note: This role is based in our New York office and follows a hybrid work model.

Voluntary & Anonymous Custom Demographics Survey

We are continuously working to expand our work environment to be as diverse and inclusive of as many perspectives as possible. Below is a set of voluntary demographic questions. If you choose to fill out this survey, the responses will be collected in aggregate only to help us identify areas for improvement in our hiring process. Your responses, or lack thereof, will not in any way be associated with your application or candidate details, will not affect your opportunity for employment, or the terms or conditions of your employment, and will not in any way be used in the hiring decision.