The Client Finance Manager will play a critical role in driving financial accuracy, operational efficiency, and profitability across the client lifecycle. This individual will lead the client finance function, ensuring seamless workflow across project tracking, billing, cash collection, vendor payment, and financial governance.
WHAT YOU'LL DO
- Oversee all active project records across Grail, Maconomy, and revenue tracking systems, ensuring accuracy and alignment with delivery teams
- Review project setup and scope against contracts and supporting documentation to ensure financial compliance
- Lead job reconciliations including expenses, project margin accuracy, and client billing status
- Monitor project burn rates and forecast future costs to ensure timely billing and to identify risks or inefficiencies
- Maintain and report on client revenue forecasts, ensuring visibility into pipeline and booked revenue performance
- Ensure accurate and timely billing cycles, coordinating with delivery, PM, and account teams
- Review accounts receivable aging with the collections team and take proactive steps to optimize cash flow
- Support and oversee the PO creation process to ensure seamless AP handling for freelancers, vendors, and third-party suppliers
- Manage complex production cost schedules, ensuring alignment between client funds and vendor payment obligations
- Support employees on expense reimbursement submissions, ensuring compliance with corporate policies
- Review and approve employee reimbursements for accuracy and policy adherence
- Review and approve new clients and vendor setups in Maconomy
- Cross-check financial data integrity across systems and documentation to uphold financial governance
- Support the sales team with financial data, including commission tracking and deal economics
- Lead continuous improvement initiatives across client finance processes to drive accuracy, scalability, and efficiency
WHAT YOU'LL NEED
- Bachelor's degree in Finance, Accounting, Business, or related field
- 5+ years of experience of client finance, project accounting, or a similar role within an advertising, marketing, or creative agency environment
- Strong understanding of billing workflows, project financials, and revenue recognition
- Proficiency using ERP/finance systems (Maconomy experience preferred)
- Detail-oriented mindset with strong analytical and problem-solving capabilities
- Excellent communication and collaboration skills with the ability to partner cross-functionally
ABOUT US
Born in 2001, Code and Theory is a digital-first creative agency that sits at the center of creativity and technology. We pride ourselves on not only solving consumer and business problems, but also helping to establish new capabilities for our clients. With a global client roster of Fortune 100s and start-ups alike, we crave the hardest problems to solve. We have teams distributed across North America, South America, Europe, and Asia. The Code and Theory global network of agencies is growing and includes Kettle, Instrument, Left Field Labs, Create Group, Current, and TrueLogic.
Striving never to be pigeonholed, we work across every major category: from tech to CPG, financial services to travel & hospitality, government and education to media and publishing. We value the collaboration with our client partners, including but not limited to Adidas, Amazon, Con Edison, Diageo, EY, J.P. Morgan Chase, Lenovo, Marriott, Mars, Microsoft, Thomson Reuters, and TikTok.
The Code and Theory network is comprised of nearly 2,000 people with 50% engineers and 50% creative talent. We’re always on the lookout for smart, driven, and forward-thinking people to join our team.
The target range of base compensation for this role is $80,000 - $90,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location.
Top Skills
What We Do
Code and Theory is a strategically driven, digital-first creative agency that lives at the intersection of creativity and technology. We solve consumer and business problems across the entire customer journey that flex to meet the ever-changing needs of consumer expectations. We put the user, their behaviors and needs, at the center of everything we do — from our proprietary research methodologies, to product development processes, to how we create brand, channel and messaging strategies. Our goal is simple: to solve our clients business problems.
We bring big ideas to life by looking holistically at brand ecosystems where digital plays a prominent role in driving the consumer from first-touch through to conversion to relationship deepening over time. We identify gaps in the consumer journey and opportunities in culture that require products, services or communications to fill. We work across categories, ranging as far and wide as health care (Pfizer, Sanofi, Reach MD, Bioreference Laboratories) to financial services (JP Morgan Chase, Prudential, Morgan Stanley, First Data) to cpg (Mars, Unilever, Johnson & Johnson) to technology companies (Facebook, Xerox, Samsung, Comcast) to culture brands (adidas, H&M). And because our DNA is in publishing — we’ve embedded in over 135 newsrooms in the past decade — we bring unique expertise in understanding how content is created, distributed and optimized, including our work with CNN, NBC News, NBC Sports, and Bustle Digital Group.
At Code and Theory, we strive to only be limited by our own ambition and creativity. We believe in pushing our creativity beyond the easy and obvious answers in order to deliver the solutions that are right for our clients, their businesses, and their consumers.
Gallery
