Key responsibilities:
Financial Operations & Invoicing
Approve pricing aligned with client contracts and scopes of work.
Generate and validate pro-forma and final invoices, ensuring accuracy and compliance.
Collaborate with the Centre of Excellence (COE) to ensure timely invoice processing and delivery.
Partner with the controllership team to allocate payments and reconcile credits appropriately.
Communicate directly with clients regarding billing queries and collections.
Cashflow & Revenue Management
Submit weekly receivables and cash flow reports to monitor payment status.
Lead weekly check-ins with client leads to resolve outstanding financial items.
Support accurate revenue recognition processes in collaboration with relevant teams.
Budget & Forecast Management
Track and manage business development (BD) budgets with precision.
Assist in pricing retainer models and ensuring correct resource allocation in WorkBook.
Maintain and update financial forecasts in alignment with business targets.
WorkBook & Data Integrity
Conduct regular audits ("data patrols") to ensure financial and operational data accuracy in WorkBook.
Manage job reconciliations and ensure timely job closures.
Submit time allocations for FTCs and freelancers for financial journaling.
Support the updates of pipeline and opportunity records.
Operational & Commercial Support
Provide cover for other roles within the operations and commercial team as needed.
Offer input into continuous process improvement and client satisfaction efforts.
Key requirements:
Diploma or degree in Finance, Accounting, or Business Administration.
Strong experience in a client finance and/or operations role within an advertising or creative agency.
Demonstrated ability to manage client accounts and resolve financial queries independently.
Experience using WorkBook, Chase, or similar project and finance management platforms.
Strong budgeting and reconciliation skills, with familiarity in basic financial tools.
Advanced Excel skills and comfort with financial reports and dashboards.
Excellent stakeholder management and client communication abilities.
A proactive, hands-on problem solver with strong attention to detail.
Why join us?
Be part of a dynamic, fast-paced environment where finance meets creativity.
Collaborate with senior stakeholders across operations, client service, and finance.
Contribute to meaningful work that impacts client success and agency performance.
Grow your career within a supportive and progressive agency culture.
