Director, Client Finance

Location: New York, New York, United States of America

Agency

Omnicom Media

Job Function

Finance

Job Subfunction

Client Finance

• Key Responsibilities

Strategic Finance Leadership

• Serve as the lead finance partner for assigned client accounts and agency leadership teams.
• Provide financial guidance that supports agency growth, client retention, and profitability objectives.
• Translate complex financial information into actionable insights for non-financial stakeholders and influence business decisions through data-driven analysis and recommendations.
• Identify and communicate financial risks, opportunities, and corrective actions to improve margins, operational efficiency, staffing models, and revenue performance.

Business Management & Operations

Drive process improvements and initiatives that enhance financial accuracy, reporting, automation, operational efficiency, and scalability.

• Leadership, Mentorship & Team Enablement Responsibilities

• Work collaboratively with general FP&A support resources and partner teams to set clear expectations, coordinate workload priorities, and ensure timely deliverables and consistent financial outputs.
• Serve as a subject-matter expert and informal leader for client finance processes, tools, reporting standards, and commercial finance best practices.
• Train and coach team members, including new or developing finance team members, on forecasting, revenue recognition, profitability analysis, billing discipline, and working capital management through practical guidance and onboarding support.
• Facilitate knowledge sharing, documentation, and cross-training to strengthen broader Client Finance capabilities.
• Model strong leadership behaviors, professionalism, accountability, and client service excellence across cross-functional teams.

• Client Finance, Revenue & Working Capital Responsibilities

Client Portfolio Financial Management

• Serve as the finance lead for an assigned portfolio of client accounts, overseeing revenue, profitability, staffing economics, and financial risk.
• Lead client-level forecasting, revenue recognition analysis, margin tracking, and risk/opportunity assessment in partnership with account and agency leadership.
• Evaluate financial performance against budget, forecast, staffing plans, SOW commitments, and client profitability targets.

Commercial, Contract & Revenue Support

Support commercial negotiations and review SOWs, MSAs, amendments, pricing models, staffing plans, and commercial proposals to assess financial impact, compliance requirements, and execution risk.

Support new business and scope-change opportunities through financial modeling, profitability analysis, and scenario planning.

Partner with controllership and shared services on complex revenue recognition matters and ensure revenue treatment aligns with policy, accounting standards, and contract terms.

Ensure compliance with internal financial policies and contractual obligations, and that revenue methodologies, billing schedules, and financial commitments are clearly documented and consistently applied in accordance with ASC 606.

Billing, Collections & Balance Sheet Discipline

• Partner with Media Finance team to oversee timely, accurate client billing and ensure alignment between SOWs, staffing plans, revenue forecasts, and invoicing schedules.
• Monitor accounts receivable, collections, disputed balances, unapplied cash, accruals, reserves, and other working capital items.
• Partner with business, controllership, and shared services teams to resolve billing and collection issues, maintain balance sheet integrity, and support audits or management reviews as needed.

• Oversight Responsibilities

• Partner with Agency leadership on financial planning, staffing investments, and profitability management.
• Manage Production and WIP (Work in Process) jobs to maintain a clean balance sheet.
• Review project financial performance, reconciliations, accruals, and job profitability.
• Ensure proper financial controls are maintained across vendor spend, project tracking, and client billings.
• Partner with agency teams to ensure clear ownership and accountability for integrated projects involving multiple operating units.

• Financial Planning, Forecasting & Reporting

Forecasting & Budgeting

• Lead monthly forecasting and annual budgeting processes for assigned business units and client accounts.
• Partner with stakeholders to assess revenue, staffing, investment, and profitability expectations.
• Develop forecast assumptions and scenario analyses to support business decisions.

Financial Analysis

Analyze revenue, gross income, labor costs, utilization, profitability, and operating expenses.

Perform variance analyses against forecast, budget, and prior periods to identify trends and drivers.

Reporting

• Prepare and present monthly, quarterly, and annual financial reporting packages.
• Deliver meaningful financial insights to agency leadership and executive stakeholders.
• Maintain financial dashboards and reporting tools to monitor business performance.

• Cross-Functional Partnership and Stakeholder Management

• Develop strong relationships with client leadership, account management, shared services, procurement, HR, operations, and executive leaders.
• Partner with Commercial Finance and Growth teams on business development opportunities.
• Collaborate with Resource Management and HR teams on staffing, hiring plans, and workforce investments.
• Work closely with Shared Services to improve billing, forecasting, reporting, and financial operations.
• Act as a trusted advisor across the organization on financial matters impacting client performance and operational effectiveness.

• Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 8+ years of progressive finance, FP&A, client finance, commercial finance, accounting, or professional services financial management experience.
• Minimum 3 years of people management experience.
• Experience supporting client-facing organizations within advertising, media, marketing, consulting, professional services, or related industries.
• Strong financial modeling, budgeting, forecasting, and analytical skills.
• Demonstrated experience managing revenue, profitability, and working capital.
• Advanced proficiency in Microsoft Excel and financial reporting tools.
• Strong communication and presentation skills with executive-level stakeholders.
• Ability to manage multiple priorities in a fast-paced environment.

• Preferred Qualifications

• MBA, CPA, CMA, or other relevant professional certification.
• Experience within a media agency, holding company, marketing services organization, or integrated communications environment.
• Experience supporting production, content studio, influencer, commerce, or marketing operations business units.
• Knowledge of revenue recognition principles and contract review processes.
• Experience with ERP, planning, and financial reporting systems (SAP, OneStream, Workday, Hyperion, Power BI, or similar platforms).
• Proven success leading process improvement and transformation initiatives.

• Critical Competencies and Leadership Behaviors

Strategic Thinking

Ability to connect financial results to business strategy and client outcomes.

Anticipates risks and opportunities before they impact performance.

Business Partnership

Builds trust with stakeholders and influences decision-making.

Translates financial complexity into practical business recommendations.

Financial Acumen

Deep understanding of financial management, profitability drivers, and revenue recognition principles.

Demonstrates strong analytical rigor and attention to detail.

Operational Excellence

Focuses on process improvement and scalable solutions.

Drives accountability and execution across cross-functional teams.

Communication

Communicates clearly and effectively across all organizational levels.

Presents financial insights confidently to senior leaders and non-finance audiences.

Adaptability

Thrives in dynamic, evolving environments.

Balances competing priorities while maintaining quality and accuracy.

$150,000 - $180,000

To the extent permissible by local law, Omnicom’s policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager.

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