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Daniel J Edelman Holdings

Marketing and communications agency for Microsoft

Finance Manager

Full-Time
$68k - $92k/yr+ Annual bonus
Senior
New York, NY, USA
Hybrid

About the job

Requirements
  • 5-8 years of progressive experience in client finance, commercial finance, financial planning and analysis, accounting, or a related financial management role.
  • Demonstrated ability to manage the financial performance of a large, complex client, business unit, or portfolio.
  • Strong understanding of forecasting, budgeting, revenue recognition, month-end close, project profitability, billing, accounts receivable, work in progress, and financial controls.
  • Commercial experience reviewing scopes, pricing, staffing models, purchase orders, and contractual financial requirements.
  • Strong analytical skills with the ability to identify financial risks and opportunities and translate analysis into practical recommendations.
  • Advanced Excel skills and comfort working across financial and reporting systems.
  • Strong communication and stakeholder-management skills, with the ability to partner effectively with senior account leaders and coordinate across markets and time zones.
  • Ability to manage multiple priorities while maintaining ownership of detailed financial work and the broader financial picture.
Responsibilities
  • Serve as the day-to-day finance lead for the account across the United States, Canada, and Latin America, partnering with account leadership and project teams on financial and commercial matters.
  • Coordinate forecast and close activity with finance leads in EMEA and APAC and provide a consistent global view of financial performance to the Client Finance Director.
  • Provide financial insight to account leaders, identifying risks, opportunities, and actions related to revenue, margin, staffing, scope, billing, and cash.
  • Participate in leadership, forecasting, staffing, scoping, and business performance discussions and escalate material issues with appropriate context and recommended actions.
  • Own forecasting, budgeting, and monthly financial reporting for the United States, Canada, and Latin America.
  • Lead month-end close for assigned markets, including revenue, costs, accruals, intercompany activity, and project financials, while coordinating global close deadlines with international finance leads.
  • Analyze actual performance versus forecast and budget, explain key variances, and drive follow-up actions.
  • Monitor project and portfolio profitability, staffing mix, utilization, burn rates, fee and out-of-pocket performance, contribution margin, profit margin, and other key financial indicators.
  • Review scopes of work, change orders, pricing, rate cards, staffing plans, fee structures, and related commercial assumptions for financial accuracy and alignment with approved terms.
  • Support quarterly scoping and ongoing scope management, ensuring staffing, pricing, purchase orders, and financial expectations are complete and commercially sound.
  • Monitor contract compliance and client-specific requirements, including purchase order coverage and Proof of Execution requirements.
  • Identify scope creep, under-recovery, pricing gaps, staffing inefficiencies, and other financial exposure and work with account teams to address issues promptly.
  • Support the Client Finance Director on larger commercial negotiations, pricing decisions, and material contract or scope changes.
  • Maintain oversight of billing, accounts receivable, work in progress, unbilled revenue, purchase orders, and open financial transactions across the account.
  • Partner with Financial Shared Services and other operational finance resources to ensure invoices are accurate, supported, submitted on time, and aligned with contractual and client requirements.
  • Review revenue recognition, aged accounts receivable and work in progress, project close status, and other financial controls; drive timely resolution of material issues.
  • Ensure compliance with Edelman financial policies, established processes, and client contractual requirements.
  • Provide day-to-day guidance, prioritization, onboarding, and training to Financial Shared Services and other finance resources supporting the account.
  • Improve processes by simplifying ways of working, standardizing reporting, strengthening controls, and building scalable tools and routines.
  • Maintain strong data discipline and effective use of Workday, Excel, Smartsheet, Power BI, ClientLens, Ariba, and other relevant financial or client systems.
Desired Qualifications
  • Agency or professional-services experience is preferred.
  • Experience with Workday, Power BI, Smartsheet, ClientLens, Ariba, or similar tools is valuable.

About the company

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Daniel J Edelman Holdings

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Assembly is a marketing and communications agency that works with Microsoft worldwide, blending strategy, creative, earned media and paid media to grow brand impact. It uses AI-powered processes to streamline collaboration and efficiency while guiding campaigns across brand social, Modern Life and Devices, Xbox, LinkedIn, and corporate communications. The team draws on brand and social strategy, integrated marketing, B2B marketing and tech to turn ideas into active brands from start to finish, across multiple channels. Its goal is to help Microsoft tell its story and empower people and organizations to achieve more by delivering clear, action-oriented campaigns that raise executives’ visibility and influence stakeholders.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

2015

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Simplify's Take

What believers are saying

  • June 2026, Edelman appointed Kenny Gold to deepen creator and social offerings.
  • May 2026, Edelman reshuffled EMEA leadership and added Julian Payne and Justin Westcott.
  • August 2026, Edelman kept winning recognition, leading Asia-Pacific SABRE nominations with 23 entries.

What critics are saying

  • March 2026 layoffs cut about 300 Edelman employees and shut several brands.
  • Assembly’s Microsoft concentration creates catastrophic dependency if Microsoft rebids or in-sources work.
  • July 2026 exits of Mainardo de Nardis and Ed Williams signal unstable leadership.

What makes Daniel J Edelman Holdings unique

  • Assembly Media is Microsoft’s dedicated agency, serving Xbox, Surface, Microsoft 365, and Windows.
  • DJE Holdings combines Edelman, Zeno, UEG, and Ruth into one integrated network.
  • Edelman expanded creator marketing in 2026 with Kenny Gold as Global Chief Creator Officer.

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Benefits

Hybrid Work Options