Director, Client Finance

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

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• No salary listed.

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Underscore Marketing

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2002

📣 Marketing

💊 Pharmaceuticals

☁️ SaaS

Marketing • Pharmaceuticals • SaaS

Underscore Marketing is a results-focused marketing agency that specializes in promotional strategies and omnichannel media for the life sciences and pharmaceutical industry. It combines data-driven strategic planning, AI/ML-powered analytics (the PINNACLE Planning Suite), and media AOR services to drive payer and HCP engagement, patient activation, and optimized promotional spend. The firm positions itself as an extension of brand teams, emphasizing measurable performance, budget optimization, and integrated omnichannel campaigns to achieve business outcomes.

📋 Description

• Ensure financial integrity, operational governance, and strong economic performance throughout the client lifecycle from RFP initiation to project closeout • Collaborate with Client Services, Project Management, Finance, Delivery, and Leadership teams to manage client profitability and compliance • Monitor, analyze, and optimize client revenue, margins, and profitability • Report directly to the CFO • Monitor revenue recognition and pacing to approved scope • Own revenue and margin forecasting methodologies, assumptions, and forecast accuracy • Ensure CRM accuracy and currency • Adhere to governance models, escalation thresholds, and operating cadences to manage financial risk • Forecast demand, staffing pressure, and margin exposure across the business • Build scalable reporting and decision frameworks • Lead interpretation of client-level financial performance, including pacing, burn, margin health, and delivery efficiency • Translate project management inputs, scope signals, staffing realities, and delivery risks into financial insight • Identify margin erosion, scope creep, delivery inefficiencies, and commercial risk • Develop financial narratives and decision tradeoffs for leadership and account teams • Surface trends and lessons learned to improve pricing strategy, forecasting accuracy, and delivery systems • Provide actionable insights supporting timely intervention and stronger business outcomes • Oversee financial governance of MSAs and SOWs • Partner with Client Services and leadership on SOW development and client presentations • Align commercial assumptions with operational realities, resourcing, and delivery expectations • Ensure standards, guardrails, and governance processes across contracts and commercial engagements are followed • Support and evolve the agency’s master pricing model with the CFO • Maintain economic assumptions tied to staffing structures, utilization, delivery models, and service mix • Analyze pricing effectiveness against delivery outcomes and profitability • Define margin guardrails, discounting logic, and commercial risk thresholds with the CFO • Partner on pricing builds, scope changes, contract expansions, and commercial negotiations • Support client procurement conversations with Client Services, New Business, and Leadership • Create staffing models and workforce plans aligned with business demand • Manage utilization and throughput expectations • Identify systemic delivery constraints, inefficiencies, and operational bottlenecks • Recommend improvements to staffing structures, delivery models, and scope assumptions • Build staffing and scenario models tied to pipeline activity and future growth

🎯 Requirements

• 8–12+ years of experience in progressive client finance roles • Experience within a media agency or project-based environment strongly preferred • Proven experience managing financial governance processes and scalable operating models • Strong understanding of pricing strategy, resource planning, margin management, and delivery economics • Ability to synthesize financial, operational, and delivery data into strategic recommendations • Strong executive communication skills and ability to influence senior stakeholders and cross-functional teams • Experience partnering with Client Services, Delivery, Finance, and Leadership teams in fast-paced environments • Advanced Excel/modeling capabilities and comfort working within data-heavy environments • Strong analytical mindset balanced with operational pragmatism and business judgment • Knowledge of Wrike and CoPilot • Exposure to Pharma clients preferred • Submit a resume and brief note outlining healthcare or media experience

🏖️ Benefits

• Dynamic environment where ideas matter, growth is supported, and work helps elevate brands • Collaborative environment with media, strategy, and omnichannel analytics experts • Equal employment opportunity workplace • Diverse and inclusive workplace

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