Associate Director, Client Finance

Job not on LinkedIn

🕒 April 15

🗽 New York – Remote

🗽 New York – Remote

💵 $110k - $120k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Code and Theory

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2011

🤝 B2B

☁️ SaaS

B2B • Digital Transformation • SaaS

Code and Theory is a technology-first creative agency that operates at the intersection of creativity and technology. The company partners with media and publishing companies to shape political news and delivers digital transformation for ambitious brands like Microsoft, Amazon, NFL, and more. As a trusted partner, the agency is known for its expertise in building end-to-end solutions that address consumer and business needs in today's evolving digital landscape. With a team composed of 50% engineers and 50% creatives, Code and Theory redefines the digital experience across various industries including automotive, sports, hospitality, finance, and education. They are recognized for their innovative approach in business transformation, AI-driven design systems, and strategic digital marketing initiatives.

📋 Description

• Oversee all active project records across Grail, Maconomy, and revenue tracking systems, ensuring accuracy and alignment with delivery teams • Review project setup and scope against contracts and supporting documentation to ensure financial compliance • Lead job reconciliations including expenses, project margin accuracy, and client billing status • Monitor project burn rates and forecast future costs to ensure timely billing and to identify risks or inefficiencies • Maintain and report on client revenue forecasts, ensuring visibility into pipeline and booked revenue performance • Ensure accurate and timely billing cycles, coordinating with delivery, PM, and account teams • Review accounts receivable aging with the collections team and take proactive steps to optimize cash flow • Support and oversee the PO creation process to ensure seamless AP handling for freelancers, vendors, and third-party suppliers • Manage complex production cost schedules, ensuring alignment between client funds and vendor payment obligations • Support employees on expense reimbursement submissions, ensuring compliance with corporate policies • Review and approve employee reimbursements for accuracy and policy adherence • Review and approve new clients and vendor setups in Maconomy • Cross-check financial data integrity across systems and documentation to uphold financial governance • Support the sales team with financial data, including commission tracking and deal economics • Lead continuous improvement initiatives across client finance processes to drive accuracy, scalability, and efficiency

🎯 Requirements

• Experience in client finance, project accounting, or a similar role within an advertising, marketing, or creative agency environment • Strong understanding of billing workflows, project financials, and revenue recognition • Proficiency using ERP/finance systems (Maconomy experience preferred) • Detail-oriented mindset with strong analytical and problem-solving capabilities • Excellent communication and collaboration skills with the ability to partner cross-functionally