Client Finance Manager

Posted 4 Days Ago
Be an Early Applicant
3 Locations
Hybrid
75K-100K Annually
Senior level
Machine Learning
The Role
Oversee financial performance for client accounts, including forecasting, margin analysis, billing, revenue recognition, budgeting, variance analysis, and reporting. Manage accruals, deferred revenue, WIP, rate cards, and client invoices. Partner with operations, accounting, legal, and agency leadership to improve financial controls, identify risks, support audits, and drive profitability across digital advertising and agency engagements.
Summary Generated by Built In
CourtAvenue is a company of industry experts accelerating digital transformation for the world’s most ambitious companies.
 
At CourtAvenue, you will be a part of a culture powered by entrepreneurs, technologists, data scientists and the habitually restless dedicated and energized to design products and services that transform businesses while optimizing them for growth. You will have the opportunity to learn and grow within a culture that values innovation while focusing on redesigning the experience between consumer and service (or product) by leveraging a fluid, seamless, and thoroughly transparent engagement.

CourtAvenue is looking for a detail-oriented Client Finance Manager to join our dynamic Finance team at our fast-paced digital agency. The ideal candidate will bring a strong accounting background and thrive in a creative, agile environment supporting multiple business units, campaigns, and client deliverables. This role is critical in maintaining financial integrity, improving processes, and supporting strategic decision-making.

The Client Finance Manager is a key business partner to both client account teams and agency leadership. This role ensures financial integrity, transparency, and strategic insight for client engagements across the agency. The ideal candidate brings a strong foundation in financial planning, analysis, and client management, with the ability to bridge operational execution and financial performance within a fast-paced digital advertising environment.

The Client Finance Manager will work closely with the Accounting, Client Operations and Business Innovations teams, and will report to the Manager, Accounting. This role requires strong interpersonal communication skills, both written and verbal as well as analytical skills.

Responsibilities

  • Own financial oversight for a portfolio of client accounts, including revenue forecasting, margin analysis, and reporting. 

  • Collaborate with Business Innovations and Client Operations teams to align scopes of work with financial objectives.

  • Monitor project burn, budget utilization and proactively flag risks, underages or overages.

  • Lead monthly and quarterly financial reviews with internal stakeholders and clients as needed.

Revenue Recognition, Billing and Receivables

  • Work with the Accounting Manager and the Client Operations team to generate timely and accurate client invoices as part of the month-end close process (and as-needed) across CourtAvenue Collective (i.e. CourtAvenue, Gigantic Playground, CourtAvenue LATAM and Botscrew) in accordance with client contract terms, based upon feedback from Client Operations.

  • Oversee monthly revenue accruals and ensure compliance with agency accounting policies (e.g., time and materials vs. fixed-fee engagements). 

  • Manage WIP (work in progress), billing passthrough costs, accrued revenue and deferred revenue balances and schedules.

  • Manage client rate cards, billing classes, and other client setup requirements.

Budgeting and Forecasting

    • Develop and maintain accurate forecasts in collaboration with delivery leads.

    • Support the annual budgeting process with detailed projections by client and project

    • Provide variance analysis and insights on actuals vs. forecast.

Performance Analytics and Reporting

    • Develop and deliver dashboards and KPIs that support decision-making for client teams and executive leadership.

    • Identify trends, risks, and opportunities across accounts to drive profitability and efficiency.

    • Maintain various Month end trackers/reports including Revenue by Client, Deferred Revenue schedules.

    •  

Cross-Functional Partnership

    • Act as the financial point of contact for client teams, legal, operations, and finance stakeholders.

    • Drive continuous improvement across finance-related processes, tools, and controls.

    • Support audits, client financial queries and contract reviews as needed. 

Requirements and Skills

    • Bachelor’s degree in Finance or Accounting

    • 4-6 years of accounting experience preferable within a digital agency, marketing services, or media / entertainment environment, with evidence of assuming roles of greater complexity, responsibility and accountability during their career

    • Comprehensive knowledge and understanding of Internal Finance Controls

    • Demonstrated ability to self-audit for very high level of accuracy

    • Excellent verbal, written, and communication skills

    • Demonstrated ability to maintain strict confidential and privacy safeguards

    • Ability to successfully prioritize and manage multiple projects and deadlines in a complex, fast-paced environment

    • Experience working in digital or creative agencies or SaaS oriented service businesses. 

    • Solid understanding of agency workflows (time and materials billing, project-based accounting) 

    • Willingness to learn and maneuver changing priorities

    • Proactive attitude with team oriented, collaborative working style

    • Excellent organizational and project management skills

    • Advanced Excel skills (e.g., pivot tables, VLOOKUP) for data reporting and reconciliations

    • Experience with Netsuite or similar ERP systems

    • Strong analytical and problem-solving capabilities, as well as AI experience

    • Understanding of intercompany and global consolidation practices

    • Adept at managing multiple deadlines in a fast-paced, collaborative environment

    •  

Education & Experience

    • Bachelor’s degree in Finance, Accounting, or related field; MBA or CPA a plus.

    • 5+ years of experience in client finance, preferably within a digital advertising, creative agency, or professional services environment.

    • Experience working with agency management systems (e.g., NetSuite, ClickUp, etc.).

CourtAvenue, INC. is an Equal Opportunity Employer. CourtAvenue recruits qualified applicants without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, status as a protected veteran, or genetic information.

CourtAvenue, INC. participates in the E-Verify program. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form (I-9) upon hire.

Skills Required

  • Bachelor's degree in Finance, Accounting, or a related field
  • 4–6 years of accounting experience, preferably in a digital agency, marketing services, media, entertainment, SaaS, or professional services environment
  • 5+ years of client finance experience, preferably in a digital advertising or creative agency
  • Experience assuming roles of increasing complexity, responsibility, and accountability
  • Comprehensive knowledge of internal financial controls
  • High attention to accuracy and demonstrated ability to self-audit work
  • Excellent verbal, written, interpersonal, and communication skills
  • Ability to maintain strict confidentiality and privacy safeguards
  • Ability to prioritize and manage multiple projects and deadlines in a fast-paced environment
  • Experience working in digital or creative agencies or SaaS-oriented service businesses
  • Understanding of agency workflows, time-and-materials billing, and project-based accounting
  • Proactive, collaborative, team-oriented working style
  • Strong organizational and project management skills
  • Advanced Microsoft Excel skills, including pivot tables and VLOOKUP
  • Experience with NetSuite or similar ERP systems
  • Strong analytical and problem-solving capabilities
  • AI experience
  • Understanding of intercompany and global consolidation practices
  • Experience with agency management systems such as NetSuite or ClickUp
  • MBA or CPA

CourtAvenue Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CourtAvenue and has not been reviewed or approved by CourtAvenue.

  • Flexible Benefits — Roles are described with remote work flexibility, flexible or unlimited PTO, and a notable number of paid holidays. These elements point to a package that accommodates different schedules and time-off needs.
  • Healthcare Strength — Listings consistently include medical, dental, and vision coverage. Such breadth suggests a solid core health offering.
  • Retirement Support — Multiple postings highlight 401(k) matching. This indicates meaningful employer support for long-term savings.

CourtAvenue Insights

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The Company
HQ: San Diego, CA
37 Employees
Year Founded: 2019

What We Do

CourtAvenue is an Operating Network of digital transformation companies that utilizes data, machine learning and emerging technologies to build powerful relationships between brands and consumers.

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