Position Summary

Liaison between Client accounting and account teams to ensure all client financial obligations are met. Analyze overall profitability for agency to ensure it is maximized. Responsible for financial process for one or more clients.



Contract/Pricing/Corporate Finance

  • Responsible for client communication, documentation, and any financial obligations as laid out by the MSA.
    1. Outline and review financial and operational terms to meet client requirements and deadlines
    2. Work with PM and Account teams to ensure proper scoping, estimating, and staffing levels
    3. Work with HR and Creative Resourcing to establish proper staffing mix.
  • Participate in client meetings on an as-needed basis to provide financial information
  • Assist in the preparation of P&L statements
  • Prepare ad hoc financial requests and analyses as needed
  • Train new team members on internal and client financial process.
  • Review terms of client contract; ensure that Concentric Health Experience is in compliance with contract at all times


Job & Time Maintenance

  • At month end, ensure timesheets are submitted.
  • Review and identify time issues to minimize future transfers
  • Work with account management on required transfers, write-offs and other special requests
  • Approve estimates in Centr in compliance of client approved SOWs.


Accounts Receivable/Income Recognition/Billing

  • Work closely with Billing Manager and Account Teams and monitor status of accounts receivables to assure on-time collection of outstanding client invoices
  • Analyze hours reports, review income recognition and provide income accruals to Associate Controller
  • Ensure timely billing through coordination between operational staff and client accounting staff
  • Responsible for third party vendor management, including set up, purchase orders, and payment
  • Coordinate and ensure the timely processing and billing of all Intercompany and Production Studio invoices with the Account Teams and Accounts Payable Department


Inventory Management

  • Review inventory levels weekly and work with Account Management to minimize unbilled inventory. Monitor actual costs to estimates, and alert appropriate staff when actuals exceed estimates, or anticipated to exceed estimates.


Client Profitability/Forecasting

  • Review Client Profitability on a monthly basis, provide profitability analysis and recommend improvements to achieve maximum potential
  • Meet monthly with account teams to review all non-billable direct expenses and ensure compliance with the contract terms. Provide non-billable analysis and support upon request
  • Providing quarterly and annual forecast updates per the schedule set by MDC Partners
  • Review annual staffing forecast and roll up.
  • Participate in client meetings on an as-needed basis to provide financial information
  • Ensure that all jobs, monthly, quarterly and final reconciliations are completed in a timely manner, and are in compliance with contract


  • Strong analytical skills and strong interpersonal skills.
  • Ability to communicate effectively with all levels of management.
  • Strong computer skills – intermediate level in Excel & PowerPoint knowledge.
  • Ability to multi-task to meet client deadlines
  • Problem solving abilities


Education & Experience:          

  • 7+ years’ experience in Finance and Advertising Agency (Preferred)
  • Bachelor’s Degree
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