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About the Role
The Finance Manager is the day-to-day finance lead for a large, complex, and strategically important global client relationship, primarily supporting the U.S., Canada, and Latin America. This hands-on role requires strong financial management, commercial discipline, and effective partnership with account leadership to own the daily financial rhythm, identify risks and opportunities, and ensure the business is financially well managed.
Responsibilities
- Serve as the day-to-day finance lead for the account across the U.S., Canada, and Latin America, partnering closely 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 clear financial insight to account leaders, identifying risks, opportunities, and actions related to revenue, margin, staffing, scope, billing, and cash.
- Participate in regular 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 U.S., Canada, and Latin America, with oversight and support from the Client Finance Director.
- 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 OOP 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 (POE) requirements.
- Identify scope creep, under-recovery, pricing gaps, staffing inefficiencies, or 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 AR and WIP, 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.
- Continuously improve ways of working by simplifying processes, 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.
Requirements
- 5-8 years of progressive experience in client finance, commercial finance, FP&A, accounting, or a related financial management role.
- Demonstrated ability to manage the financial performance of a large, complex client, business unit, or portfolio; agency or professional-services experience is preferred.
- Strong understanding of forecasting, budgeting, revenue recognition, month-end close, project profitability, billing, AR/WIP, 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.
- Highly organized, detail-oriented, and comfortable managing multiple priorities while maintaining ownership of both the detail and the broader financial picture.
Skills
- Workday
- Excel
- Smartsheet
- Power BI
- ClientLens
- Ariba
Location
- U.S.
- Canada
- Latin America
Work Type
- Full-time
Experience Level
- 5-8 years
Salary/Compensations
- $68,000 - $92,000 per year
Benefits
- Annual bonuses
- Paid Time Off policy
- Region-specific benefits
- Medical and dental insurance
- Vision
- 401K
- Life insurance
- Disability insurance
- Travel assistance
- Wellness programing
About the Company
- We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging.
- Consistent with this approach, we hire the best qualified candidates for all positions.
Equal Opportunity
- DJEH is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion.
- We seek applications from all qualified candidates without regard to race, color, gender, sex, age, religion, physical or mental disability, military and veteran status, or any other basis protected by federal, state or local law.
- If you require a reasonable accommodation in any part of the employment process, please let us know.