[Remote] Client Finance Manager

Note: The job is a remote job and is open to candidates in USA. ChangeUp is hiring a Client Finance Manager to serve as project accountant and financial subject-matter expert for assigned clients and projects. The role manages budgets, revenue recognition, forecasts, billing, financial analysis, and project workflows while partnering with client relationship managers and Accounting.

Responsibilities

• Partner with our client relationship managers to facilitate financial oversight of client projects
• Using Smartsheet, be responsible for tracking all aspects of assigned client projects, including budgets, vendor costs, pass-through expenses, net revenue forecasts, and billing
• Prepare revenue forecasts and financial roll-ups for monthly account reviews
• Manage project workflows in our ERP, Sage Intacct
• Perform trend analysis and prepare reports to ensure contracts are within negotiated and agreed-upon scope parameters and cost control guidelines
• Oversee client procurement portals when necessary, including client contracts, invoice submission and approvals
• Create and maintain a clear audit trail of all client financial activity within industry and accounting guidelines
• Closely coordinate client revenue recognition, billing/invoicing, and cash collections between client relationship managers and Accounting
• Track and maintain employee project expenses and hours, and all project-related vendor costs, including purchase order tracking, budgeted vs. actual vendor cost analysis, and correlated client profitability impacts
• Work collaboratively with other areas of the business to ensure workflow integrity
• Support the CFO with ad-hoc projects

Skills

• A Bachelor's degree in Accounting, Finance, or equivalent experience
• A minimum of 5 years relevant professional experience
• An understanding of fixed fee (deliverable-based billing) project accounting under ASC 606
• Advanced MS Excel skills including a wide variety of functions, formulas, and pivot tables
• Comfort with high project volumes (600-1,000 per Client Finance Manager) and large datasets
• A strong orientation toward proactivity, analysis, organization, and self-motivation
• Excellent verbal and written communication skills
• A willingness to work in a team-first environment and learn quickly
• Experience with Sage Intacct and Smartsheet strongly preferred
• Experience in Architecture, Engineering, Branding, or Advertising Industries

Benefits

• Comprehensive benefit plan
• Flexible and remote working
• Hybrid in Dayton, OH preferred, or remote for the right candidate
• Summer Fridays
• Generous holiday schedule, including your birthday off
• Wellness plans (financial, mental, and physical)
• Volunteer opportunities
• Professional development

Company Overview