Head of Client Finance

Job Title: Head of Client Finance
Reports To: EVP, Managing Director
Job Summary: The Head of Client Finance leads Community Boost’s financial strategy across client accounts, ensuring accuracy, accountability, and profitability in a fast‑paced digital advertising environment serving nonprofit organizations. This role oversees Accounts Receivable and Accounts Payable, partners closely with Accounting and HR systems to understand labor costs, and provides financial insights that guide staffing, pricing, and operational decisions. The ideal candidate brings deep experience from a large or global agency, with the ability to translate complex financial data into clear, actionable recommendations for leadership and client‑facing teams.
Essential Responsibilities
● Lead financial strategy for client accounts, ensuring healthy margins, accurate forecasting, and alignment with agency revenue goals.
● Oversee AR and AP processes, ensuring timely invoicing, collections, vendor payments, and financial accuracy across all client engagements.
● Partner with Accounting to reconcile revenue, expenses, and month‑end close activities.
● Collaborate with HR and Operations to analyze labor costs, utilization, capacity, and staffing models leveraging workforce management tools.
● Partner with Operations to build and maintain financial dashboards, reporting frameworks, and forecasting models that support executive decision‑making and leverage our existing suite of tools.
● Provide financial guidance to SAMs, PLs, department heads, and other leaders on pricing, scopes, burn rates, and profitability.
● Monitor client budgets, pacing, and contract compliance to prevent over‑delivery and protect margins.
● Lead annual budgeting, quarterly reforecasting, QBR financial preparation, and end‑of‑year closing processes in partnership with leadership.
● Partner with Operations to develop and refine financial policies, controls, and workflows that support operational excellence.
● Serve as the primary point of contact for financial audits, compliance reviews, and external accounting partners.
● Identify financial risks and opportunities, proactively recommending solutions to improve efficiency and profitability.
● Train internal teams on financial literacy, budget management, and best practices for scope discipline.
● Overseeing contract lifecycles, ensuring MSAs and SOWs align accurately with invoicing and financial reporting.
Minimum Qualifications
● 8–10+ years of finance experience within a large or global advertising, media, or digital agency. Proven track record managing AR/AP, forecasting, and financial operations in a fast‑paced environment.
● Strong understanding of agency labor models, utilization, billable vs. non‑billable structures, and staffing allocations.
● Experience working with accounting and HRIS systems such as QuickBooks, NetSuite, Deltek, BambooHR, Gusto, or similar.
● Advanced proficiency in Excel/Google Sheets, financial modeling, and data visualization tools.
● Demonstrated ability to partner with cross‑functional teams and influence decision‑making.
● Exceptional attention to detail, accuracy, and process discipline.
● Strong communication skills with the ability to translate financial data into clear insights for non‑finance stakeholders.
● Bachelor’s degree in Finance, Accounting, Business, or related field; MBA or CPA preferred.
Core Competencies:
Strategic financial leadership: Ability to guide long‑term financial planning, anticipate risks, and shape decisions that protect margins, support growth, and strengthen the agency’s financial health.
Operational excellence: Builds and maintains efficient systems, processes, and controls that ensure accuracy, consistency, and scalability across all financial operations.
Analytical rigor: Applies deep quantitative analysis, financial modeling, and data interpretation to surface insights, identify trends, and drive sound decision‑making.
Agency acumen: Understands agency economics, pricing structures, scopes, utilization, and client profitability, and uses that knowledge to influence operational and financial outcomes.
Cross‑functional collaboration: Works seamlessly with Accounting, Operations, HR, SAMs, PLs, and leadership to align financial strategy with staffing, delivery, and organizational priorities.
Communication and influence: Translates complex financial information into clear, actionable guidance and effectively influences stakeholders at all levels to drive alignment and accountability.
Problem‑solving: Approaches challenges with structure and creativity, quickly diagnosing issues and developing solutions that balance financial discipline with operational realities.
Integrity and accountability: Maintains the highest standards of accuracy, confidentiality, and ethical judgment, taking ownership of outcomes and ensuring financial decisions are transparent and sound.
Work Environment:
● This is a fully remote role; work is performed in a home office setting.
● Regular virtual interaction with employees, leadership, and external vendors.
● May occasionally require flexible scheduling to accommodate time zone differences.
Disclaimer:
This job description is intended to describe the general nature and level of work performed by the person assigned to this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Community Boost reserves the right to modify, add, or remove duties as necessary to meet business needs.