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Client Finance Manager

Updated on 7/9/2024

Daniel J Edelman Holdings

Daniel J Edelman Holdings

51-200 employees

Develops marketing strategies for Microsoft

Compensation Overview

$62k - $111kAnnually

+ Bonus

Senior, Expert

New York, NY, USA

Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
  • At least 5+ years of relevant experience in Finance or Accounting
  • A bachelor’s degree or equivalent work experience
  • Serve as the Finance Manager on large more complex projects or clients (with oversight)
  • Review and approve client budgets
  • Partner with account teams in pricing client proposals, responding to Requests for Proposals/Information, and developing budgets (with oversight)
  • Facilitate negotiation of client and vendor contracts between clients/vendors, account staff/senior management, and legal department, including full review of all business terms (with oversight)
  • Ensure that projects are set up in accordance with contract terms; create summary sheets (contract cheat sheets) for the business
  • Ensure written client agreement is obtained for all work and is appropriately archived and classified
  • Assist Account and Project Management teams with monthly project budget to actual tracking and other required client reporting
  • Coordinate data collection for client audits
  • Communicate with clients regarding budgets, billing, and accounts receivable issues
  • Maintain a catalog of required client reporting and ensure timely completion
  • Support developing annual revenue budgets for clients managed and maintain accurate monthly/quarterly forecasts
  • Review monthly fees for accuracy and compliance with Edelman Revenue Recognition policy
  • Provide commentary on variances of actual revenue to budget and forecast
  • Prepare management reports, identify and communicate areas of concern, and suggest improvements to account staff and management (e.g., client profitability, utilization, over/under service, missing time, revenue risk, and staffing plans)
  • Facilitate monthly billing process to ensure accuracy and timeliness
  • Review time and expense write-offs as well as unbilled WIP
  • Accountable for timely payment collection; Serve as liaison between client and Accounts Receivable
  • Contribute to performance appraisal process for peers and managers
  • Help mentor and train finance personnel by setting achievable goals and tasks, delegating opportunities, and provide resources for staff to meet their goals (as relevant)
  • Train business staff on internal finance systems, procedures, and financial project management
  • Ad hoc requests and projects
Daniel J Edelman Holdings

Daniel J Edelman Holdings


Working at Daniel J. Edelman Holdings offers a unique opportunity to be at the forefront of developing comprehensive marketing and communications strategies. This company’s focus on media relations, social media, data analytics, and influencer collaborations in partnership with a major industry player like Microsoft illustrates a strong alignment with technology and strategic growth. The environment encourages collaboration and innovation, allowing employees to hone their skills in a cutting-edge and dynamic sector.

Company Stage


Total Funding



Seattle, Washington



Growth & Insights

6 month growth


1 year growth


2 year growth