Job Description

The Senior Client Finance Manager is a leader in our organization and is responsible for all financial aspects of project/client finance for his/her assigned book of business. This spans forecasting the Company’s revenue projections to the profitability of individual projects to the day to day financial management of them in close partnership with our Account Services staff. The Sr. CFM must be exceptionally proactive and talented at fostering collaborative relationships with internal and external stakeholders. Specific responsibilities include:

• Responsible for leading monthly finance meetings with account teams – reviewing status of engagements, contract/PO status, preventing compliance issues.
• Oversee the production and submission of client invoices and supporting documentation.
• Ensure billings in accordance with client contractual terms
• Oversee the preparation of and approve Monthly client financial reports and project reconciliations.
• Analysis of project/client cash position.
• Proactively working with teams to ensure projects are delivered on budget and scope changes are approved with client.
• Analysis of project fees and out of pockets, remediation of any projected budget variances
• Ownership over project profitability.
• Assessing profitability of his/her assigned book of business and taking the steps necessary to improve it.
• Approve project estimates. Work with Account Team to ensure estimates are complete, accurate.
• Ability to analyze processes and design and implement improvements.
• Escalate any internal team inefficiency that is impacting project profitability and proactively seek resolution
• Various levels of client interaction required. Specifically –
  • Involvement in all financial conversations with client regarding estimate feedback and negotiation,
  • Discussion with client regarding scope changes and securing revised signed estimates prior to performing incremental work,
  • Leading monthly calls with clients regarding the financial status of all projects.
• Responding to client inquiries regarding pricing, invoices, reconciliations

Required Knowledge, Skills, and Abilities

• Finance/Accounting degree preferred but not required
• Minimum 3 years’ experience in a finance role
• Excellent knowledge of Microsoft Office (Word, Excel)
• Excellent managerial skills
• Strong interpersonal and communication (verbal and written) skills.
• Excellent organizational skills; ability to follow projects efficiently through completion.
• Ability to multi-task and excel in a fast-pace environment.
• Must possess sound judgment skills, must be self-motivated and able to work independently.