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Client Finance Mgr

Client Finance Mgr

IPG HealthNew York, NY, United States
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Job Description

About the Job

As a Client Finance Manager, you'll serves as a key liaison between finance, account management, and project management teams, overseeing financial operations for a diverse portfolio of clients. In this role, you'll ensure adherence to financial controls, policies, and Master Service Agreements, while providing mentorship and training to junior team members. Responsibilities include financial tracking and reporting, budgeting, revenue forecasting, and administrative tasks, such as coordinating monthly billings and managing client purchase orders. By delivering accurate financial insights and expertise, you'll foster strong internal and external client relationships.

A Day in the Life

  • Oversee financial operations for assigned client portfolios, ensuring accurate tracking, reporting, and compliance with Master Service Agreements.
  • Design and implement client-specific reporting, perform rate analysis, and ensure alignment with approved rate cards.
  • Partner with Account Management and Project Management teams to create detailed financial trackers, manage budgets, and forecast revenue.
  • Lead financial analysis, including month-end revenue calculations, journal entries, and variance explanations, and communicate findings to senior management.
  • Manage client invoicing, purchase orders, and billing processes, ensuring timely and accurate financial transactions.
  • Train, mentor, and supervise Client Finance Analysts, providing guidance on financial tracking, billing, and revenue recognition, while ensuring adherence to financial controls and policies.

What You Will Need

  • Bachelor's degree in Finance, Accounting, or related field (preferred).
  • 3-5 years of experience in Financial Management, Accounting, or related field.
  • Proficient knowledge of Microsoft Excel (advanced functions, formulas, and data visualization) and SAP / business systems (or similar software).
  • Basic knowledge of Microsoft PowerPoint and experience with financial management software (e.g., Vantage).
  • Excellent communication, presentation, and mentorship skills, with ability to express ideas clearly and effectively.
  • Proven organizational, time management, and analytical skills.
  • Our Global Benefits

  • My Time Off (MTO) - our flexible approach to time off that allows you to take the time you need and enjoy it!
  • Career Progression - we offer personalized development opportunities and clear career pathways.
  • Health and wellbeing programs that provide you access to different services and offerings to prioritize your health.
  • Company Savings Plans to help you plan for the future.
  • Parental Leave benefits for all new parents.
  • Salary

    $70,000 to $95,000 annually.

    The salary range for this position is noted within this job posting. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current / former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's / applicant's background, pertinent experience, and qualifications.

    About the Agency

    https : / / www.yuzuyello.com /

    Part of the IPG Health network, YuzuYello is a diverse team of specialists dedicated to helping brands exceed their patients' expectations. Our behavioral and learning strategists, service designers and content creators will help you transform patient expectations into reality. Together we can create learning, access and adherence solutions that radically improve patient outlooks and business outcomes.

    For U.S. Job Seekers

    It is the policy of IPG Health and any of its affiliates to provide equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, ethnic origin, gender, gender identity, age, marital status, veteran status, sexual orientation, disability, or any other basis prohibited by applicable federal, state, or local law. EOE / AA / M / D / V / F.

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    Mgr • New York, NY, United States

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