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CourtAvenue

Digital transformation consulting and strategic insights

Client Finance Manager

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-time$75k - $100k /yrRemote

About the Job

Requirements

  • A bachelor's degree in Finance or Accounting is required.
  • Four to six years of accounting experience, preferably in a digital agency, marketing services, or media and entertainment environment, with evidence of increasing complexity, responsibility, and accountability.
  • Comprehensive knowledge and understanding of internal finance controls.
  • Ability to self-audit to a high level of accuracy.
  • Strong written and verbal communication skills.
  • Ability to maintain strict confidentiality and privacy safeguards.
  • Ability to 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.
  • Understanding of agency workflows, including time-and-materials billing and project-based accounting.
  • Willingness to learn and adapt to changing priorities.
  • Organizational and project management skills.
  • Advanced Excel skills, including pivot tables and VLOOKUP, for data reporting and reconciliations.
  • Experience with NetSuite or similar ERP systems.
  • Analytical and problem-solving capabilities, as well as experience with AI.
  • Understanding of intercompany and global consolidation practices.
  • Ability to manage multiple deadlines in a fast-paced, collaborative environment.

Responsibilities

  • 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 and 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 Client Operations team to generate timely and accurate client invoices during month-end close and as needed across CourtAvenue Collective, in accordance with client contract terms and Client Operations feedback.
  • Oversee monthly revenue accruals and ensure compliance with agency accounting policies, including treatment of time-and-materials versus fixed-fee engagements.
  • Manage 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 versus forecast.
  • Develop and deliver dashboards and key performance indicators that support decision-making for client teams and executive leadership.
  • Identify trends, risks, and opportunities across accounts to improve profitability and efficiency.
  • Maintain month-end trackers and reports, including revenue-by-client reports and 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.

Desired Qualifications

  • A bachelor's degree in Finance, Accounting, or a related field; an MBA or Certified Public Accountant credential is a plus.
  • Five or more years of client finance experience, preferably in digital advertising, a creative agency, or professional services.
  • Experience with agency management systems such as NetSuite or ClickUp.

About the Company

CourtAvenue

Digital transformation consulting and strategic insights

CourtAvenue is a digital agency that helps ambitious companies accelerate digital transformation through strategic insights and project-based engagements. It delivers consulting services and hands-on projects, drawing on industry expertise to address new challenges and seize opportunities, with a focus on emerging technologies like Web 3.0. Unlike more generic agencies, CourtAvenue positions itself as a thought leader and partner that guides brands through complex digital shifts, aiming to future-proof their business and keep them competitive. The company’s goal is to shape better futures for clients by continuously exploring what comes next and turning insights into growth opportunities.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Austin, TX
Founded
2020

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