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Client Finance Director

BerlinRosen

Accounting & Finance, (Prospecting)

Washington, DC, USA

Posted on Tuesday, February 28, 2023

ABOUT BERLINROSEN BerlinRosen is a fast-growing, full-service communications firm with more than 300 communications and campaign strategists in New York, Washington, D.C. and Los Angeles. Since its founding in 2005, BerlinRosen has powerfully expanded its presence in corporate, social impact/ESG, nonprofit, entertainment, media, racial justice, healthcare, hospitality, real estate, architecture, design, urbanism, land use, lifestyle, technology, issue advocacy and workers’ rights communications. We have received more than 50 awards and recognitions, including being the only agency to be named including being the only agency to be named <a href="https://observer.com/list/the-pr-power-list-2023/"> #1 on Observer’s PR Power List for three consecutive years </a> , <a href="https://prnewsonline.com/go/2021-platinum-pr-awards/"> PRNews’ Large PR Agency of the Year </a> (2021) and <a href="https://www.forbes.com/lists/best-pr-agencies/#10478d6d476d"> 5/5 Stars on Forbes’ latest Best PR Agencies in America </a> list. From leading technological innovators, to institutions that help our cities thrive, to nonprofits and leaders at the forefront of the most pressing progressive causes of our time; we take a message-first, results-focused approach to communications challenges, delivering high impact media, digital strategy and advertising to our clients. People of color, people with disabilities and women are strongly encouraged to apply. BerlinRosen is committed to building and maintaining a diverse staff, and recognizes that its continued success depends on hiring and retaining high-quality creative professionals with a variety of backgrounds and experiences. Opportunities for advancement exist, and we are committed to helping all staff develop and grow. ABOUT THE CLIENT FINANCE TEAM The Client Finance team works with practice management and other key agency stakeholders to drive profitability and monitor key performance indicators. Our team of experienced finance professionals, change agents, excel gurus and complex problem-solvers collaborate cross-functionally to assess financial strategies, systems and processes in an effort to drive the full-cycle financial health of all our clients. ABOUT THIS ROLE BerlinRosen is seeking a highly skilled and experienced Client Finance Director to help oversee the financial integration of future acquisitions. This is an excellent opportunity for a solutions-oriented and analytically minded individual who approaches work with a sense of possibility, sees challenges as opportunities and has a relentless passion and curiosity for process improvement. In this role you will provide financial leadership, mitigate business risks, partner with leaders of multiple entities and take on projects that are central to our short- and long-term growth profitability initiatives. This position is part of a dynamic team that works in a fast-paced environment where keen attention to detail and the ability to work nimbly and cross-functionally is crucial to success. Note: This role is available on a remote basis within the United States or in our New York, N.Y. or Washington, D.C. offices on a hybrid schedule. The Client Finance team is in-office roughly 2 - 3 days per week. Proof of vaccination is required to work in any of BerlinRosen’s offices. ACCOUNTABILITIES AND QUALIFICATIONS As a Client Finance Director on the Operations team, you will have ownership of revenue accounting, financial forecasting, pricing, reporting analysis and business risk assessment, which includes: <ul> <li style="font-weight:400;">Developing and presenting monthly quarterly management reporting (i.e. dashboards, PLs overservicing, etc.), forward projections and insightful variance explanations to executive leadership</li> <li style="font-weight:400;">Proactively identifying opportunities and providing strategic counsel to managing directors on business decisions - anything from capacity management, client profitability to new business proposals</li> <li style="font-weight:400;">Helping develop and implement an integration plan for the financial operations of acquisitions and ensure financial integration supports the overall business strategy including systems, processes and controls</li> <li style="font-weight:400;">Maintaining client-level financial forecasts for new acquisitions in addition to the Digital business unit; indicate when new headcount may be needed and provide all financial modeling</li> <li style="font-weight:400;">Creating and leading reports that help identify areas of improvement across practices and/or clients; suggest fixes that would drive improvement beyond one account</li> <li style="font-weight:400;">Leading annual budgets with YoY analysis and modeling</li> <li style="font-weight:400;">Reviewing expenses, AR, pre-billing and WIP for managed practices</li> <li style="font-weight:400;">Actively managing vendor selection and relationships, including any and all system implementations with the wider finance team</li> <li style="font-weight:400;">Working with other operations and client teams to identify, design, implement and manage policy and process updates/implementations</li> <li style="font-weight:400;">Proactively driving ad hoc strategic and operational analyses or projects</li> <li style="font-weight:400;">Mentoring training client finance team while driving monthly revenue review process</li> <li style="font-weight:400;">Setting expectations for junior staff and monitoring delegated activities while inspiring and motivating others to perform well</li> </ul> Essential skills: <ul> <li style="font-weight:400;">10+ years of experience in finance or accounting</li> <li style="font-weight:400;">Experience in NetSuite or similar accounting/ERP packages (SAP, Anaplan, Oracle)</li> <li style="font-weight:400;">Deep understanding of financial accounting, PL, balance sheet management and revenue recognition methodologies</li> <li style="font-weight:400;">Strong financial analysis and planning skills with demonstrated business acumen</li> <li style="font-weight:400;">Ability to effectively manage workloads, prioritize and streamline tasks while juggling deadlines to ensure accuracy</li> <li style="font-weight:400;">Self-starter with a growth mindset who is equal parts doer and teacher</li> <li style="font-weight:400;">History of effective team management and leadership, ideally within a high-growth and dynamic organization</li> <li style="font-weight:400;">Ability to find the root cause of an issue and problem solve for the long-term while working with or creating off-the-cuff solutions</li> <li style="font-weight:400;">Consulting and client service-oriented mindset with the ability to foster positive internal and external working relationships</li> <li style="font-weight:400;">Comfort working with multiple stakeholders and managing their expectations</li> <li style="font-weight:400;">Excellent verbal and written communication skills, including experience creating executive level summary presentations</li> </ul> Preferred skills: <ul> <li style="font-weight:400;">Agency or client services experience (advertising, PR, communications, media or legal)</li> <li style="font-weight:400;">Working knowledge of media finance and operations a plus</li> </ul> Note: Interested in this role but it’s not quite the right match? Applicants who meet some but not all or exceed the above criteria are still encouraged to apply! We are eager to speak with candidates with diverse backgrounds and can assess role leveling on an individual basis. WORKING AT BERLINROSEN Compensation philosophy: BerlinRosen offers competitive industry rate salary bands with the goal of retaining and growing talented individuals. We regularly review and adjust our compensation structure as needed to ensure equity across teams and levels. The salary range for this role is commensurate with experience and is as follows: <ul> <li style="font-weight:400;">Starting minimum: $130,000</li> <li style="font-weight:400;">Role cap: $150,000</li> </ul> Client Finance Directors are eligible for end of year bonuses based on firm, team, and individual performance. Benefits: BerlinRosen will make sure that you have what you need to excel in your role, encourage self-care and drive professional development, including… <ul> <li style="font-weight:400;">100% coverage of Health, Dental, and Vision insurance monthly premiums</li> <li style="font-weight:400;">Company-sponsored Health Reimbursement Arrangement (HRA)</li> <li style="font-weight:400;">Pre-tax Flexible Spending Account (FSA)</li> <li style="font-weight:400;"> Mental health assistance with company-sponsored memberships to <a href="https://www.talkspace.com/">Talkspace</a> and <a href="https://www.calm.com/">Calm</a> </li> <li style="font-weight:400;">401K with a 4% employer match and no vesting period</li> <li style="font-weight:400;">Generous paid time off (PTO)</li> <ul> <li style="font-weight:400;">All incoming staff receive 36 days total of PTO, inclusive of general PTO, wellness days, collective PTO the week between Christmas and New Year’s Day holidays and 11 paid bank holidays</li> </ul> <li style="font-weight:400;">Pre-tax commuter benefits via WageWorks</li> <li style="font-weight:400;">Full mobile phone reimbursement for data and minutes</li> <li style="font-weight:400;">Employer-funded life insurance</li> <li style="font-weight:400;">Discounted annual bikeshare membership</li> <li style="font-weight:400;"> Corporate discounts through <a href="https://www.ticketsatwork.com/tickets/">Tickets at Work</a> </li> <li style="font-weight:400;">Continuous skills training tailored to your role</li> </ul>

BerlinRosen is an equal opportunity employer.

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