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