Client Finance Manager

About CourtAvenue Most companies know they need to transform. Few have the team to actually do it. CourtAvenue was built for that gap. Founded in 2020 by entrepreneurs, agency veterans, and operators, we work with the world's most ambitious brands, including AT&T, Amazon, Kia, and General Mills to close the distance between strategy and execution. We don't do one thing. We do the things that connect. Our teams run across six capability areas: → AI Products & Services: building AI-powered tools that drive efficiency and growth → Digital Transformation: connecting touchpoints and simplifying complex ecosystems → Commerce: winning across marketplace and retail networks at scale → MarTech & Data: modernizing stacks to enable personalization and experimentation → Performance Media: aligning data, creative, and attribution to measurable ROI → Immersive & Experiential: bridging physical and digital in ways that move people We operate as a partner model through specialized entities; Velocity AI, BotsCrew, Modifly, Gigantic Playground, GTX Solutions, and CourtAvenue LATAM, giving clients the right team for the right problem. Offices in Chicago, Cincinnati, Los Angeles, Minneapolis, Dallas and San Diego.

CourtAvenue

We fuse artificial intelligence, digital innovation, commerce, and creative technology to accelerate measurable growth.

C

courtavenue.com

201-500 employees

Marketing Services

2020

Privately Held

4.3k LinkedIn followers

• Own financial oversight for a portfolio of client accounts, including revenue forecasting, margin analysis, and reporting.
• Collaborate with Business Innovations and Client Operations teams to align scopes of work with financial objectives.
• Monitor project burn, budget utilization and proactively flag risks, underages or overages.
• Lead monthly and quarterly financial reviews with internal stakeholders and clients as needed.
• Work with the Accounting Manager and the Client Operations team to generate timely and accurate client invoices as part of the month-end close process (and as-needed) across CourtAvenue Collective (i.e. CourtAvenue, Gigantic Playground, CourtAvenue LATAM and Botscrew) in accordance with client contract terms, based upon feedback from Client Operations.
• Oversee monthly revenue accruals and ensure compliance with agency accounting policies (e.g., time and materials vs. fixed-fee engagements).
• Manage WIP (work in progress), billing passthrough costs, accrued revenue and deferred revenue balances and schedules.
• Manage client rate cards, billing classes, and other client setup requirements.
• Develop and maintain accurate forecasts in collaboration with delivery leads.
• Support the annual budgeting process with detailed projections by client and project
• Provide variance analysis and insights on actuals vs. forecast.
• Develop and deliver dashboards and KPIs that support decision-making for client teams and executive leadership.
• Identify trends, risks, and opportunities across accounts to drive profitability and efficiency.
• Maintain various Month end trackers/reports including Revenue by Client, Deferred Revenue schedules.
• Act as the financial point of contact for client teams, legal, operations, and finance stakeholders.
• Drive continuous improvement across finance-related processes, tools, and controls.
• Support audits, client financial queries and contract reviews as needed.

• Bachelor’s degree in Finance or Accounting
• 4-6 years of accounting experience preferable within a digital agency, marketing services, or media / entertainment environment, with evidence of assuming roles of greater complexity, responsibility and accountability during their career
• Comprehensive knowledge and understanding of Internal Finance Controls
• Demonstrated ability to self-audit for very high level of accuracy
• Excellent verbal, written, and communication skills
• Demonstrated ability to maintain strict confidential and privacy safeguards
• Ability to successfully prioritize and manage multiple projects and deadlines in a complex, fast-paced environment
• Experience working in digital or creative agencies or SaaS oriented service businesses.
• Solid understanding of agency workflows (time and materials billing, project-based accounting)
• Willingness to learn and maneuver changing priorities
• Proactive attitude with team oriented, collaborative working style
• Excellent organizational and project management skills
• Advanced Excel skills (e.g., pivot tables, VLOOKUP) for data reporting and reconciliations
• Experience with Netsuite or similar ERP systems
• Strong analytical and problem-solving capabilities, as well as AI experience
• Understanding of intercompany and global consolidation practices
• Adept at managing multiple deadlines in a fast-paced, collaborative environment
• Bachelor’s degree in Finance, Accounting, or related field; MBA or CPA a plus.
• 5+ years of experience in client finance, preferably within a digital advertising, creative agency, or professional services environment.
• Experience working with agency management systems (e.g., NetSuite, ClickUp, etc.).
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