Associate Director, Client Finance at Taylor Strategy

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

08 Apr, 26

Salary

120000.0

Posted On

08 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Finance, Financial Analysis, Forecasting, Billing, GAAP, Excel, QuickBooks, Time-Tracking Systems, Organizational Skills, Communication Skills, Process Improvement, Revenue Recognition, Capacity Planning, Vendor Management, Audit Support, Cross-Functional Partnership

Industry

Marketing Services

Description

Associate Director, Client Finance NYC As an Associate Director, Client Finance, you will serve as a trusted financial partner to both clients and internal teams, owning complex financial workflows while bringing clarity, structure, and confidence to integrated marketing initiatives. This role requires strong judgment, accountability, and the ability to translate financial data into clear, actionable insights that support decision-making across the agency. This is an opportunity for a highly capable, solutions-oriented individual who thrives in fast-moving environments, takes ownership without being asked, and is deeply curious about improving systems, processes, and cross-functional collaboration. Primary Responsibilities (The What) Client Billing and Financial Operations Own the end-to-end monthly billing process, ensuring accuracy, timeliness, and strong documentation across all billing cycles Proactively identify and resolve billing issues before they impact cash flow or client relationships Serve as a backup and support partner to the Senior Controller, liaising with Account teams and Accounts Receivable to support timely collections and AR issue resolution Deliver clean, well-supported billing packages that reduce downstream corrections and rework Financial Analysis, Reporting, and Forecasting Conduct detailed financial analysis to assess profitability, pacing, and performance of client workstreams Maintain and deliver month-end reporting, budget trackers, burn reports, WIP analysis, over-servicing reporting, and utilization reporting Prepare materials and commentary for monthly revenue forecast meetings, including quarter-over-quarter growth insights Maintain and reconcile monthly fee charts across all revenue streams, partnering closely with Account Leads to ensure accuracy and compliance with Taylor’s revenue recognition policies Staffing, Capacity, and Revenue Planning Evaluate staff utilization and capacity using forecasted and actual data, identifying risks and opportunities early Support staffing vs revenue planning through clear summaries, templates, and structured checkpoints throughout the month Help teams understand how staffing decisions impact revenue, margins, and delivery commitments Systems Ownership and Process Improvement Maintain full accountability for the agency time-tracking system, acting as the subject-matter expert for usage, troubleshooting, training, compliance, and ongoing improvements Translate client SOWs into accurate allocations within staffing tools and time-tracking systems ensuring alignment between contracts, budgets, and execution Identify opportunities to improve workflows across financial systems (time tracking, accounting, automation of staff planning, expense management, reporting), with a focus on reducing manual work and improving consistency over time Client Related Vendor, PO, and Client Contract Oversight Review all client passthrough vendor contracts and track vendor spend to ensure alignment with client budgets Reconcile vendor costs and proactively address discrepancies to minimize overspend Oversee client PO balances to ensure accuracy and maximize pre-billing opportunities Maintain organized, audit-ready client SOW documentation in partnership with Account Leads Audit and Compliance Support Support internal and external audits by preparing required materials, including passthrough analysis and revenue by state Ensure financial records are accurate, complete, and defensible Cross-Functional Partnership and Financial Education Act as a reliable, solutions-oriented financial partner to Account, Creative, Production, and Leadership teams Translate complex financial concepts into clear, digestible guidance for non-finance partners Support stronger financial understanding across the agency through thoughtful explanations, responsiveness, and consistency Minimum Qualifications & Requirements 4–5 years of experience in client finance, FP&A, or agency finance Strong understanding of GAAP, accruals, and revenue recognition Proven ability to manage billing and forecasting accurately under pressure Advanced Excel skills (lookups, pivots, dashboards, complex formulas) Experience with QuickBooks Enterprise Online or similar accounting systems Experience owning or administering time-tracking systems Strong organizational skills and ability to manage multiple deadlines Clear, confident communicator with both finance and non-finance stakeholders Ownership mindset with a demonstrated track record of improving workflows and reliability Strong time management skills, including the ability to prioritize multiple deadlines and effectively manage workload Excellent verbal and written communication skills and presentation skills Ability to effectively work and communicate with finance and non-finance stakeholders Able to streamline tasks to ensure accuracy and take “ownership-mentality” in work/clients/practices Compensation $120k/year Taylor Values (The How) Respecting What's Right: makes ethical choices and treats others with respect by embracing diversity of backgrounds and thought Entrepreneurial Enthusiasm: takes Initiative and doesn't wait to be tapped. Leads from wherever they are and delivers irreplaceable value Committed to Curiosity: open-minded and learns from all sources. Experiments and creates meaning in uncertainty Pride In Partnership: uses empathy to build trusting relationships and ensure effective communication. Is open to others' ideas and viewpoints Inspired Innovation: is imaginative with big dreams and goals. Invents and iterates to shape hearts, minds, and culture for the better

Responsibilities

The Associate Director, Client Finance will manage the end-to-end monthly billing process and conduct financial analysis to support decision-making. They will also oversee client-related vendor contracts and ensure compliance with financial policies.