Client Finance Manager

SoHo Experiential LLC, based in New York City, is seeking a Client Finance Manager to oversee the end-to-end financial management for a single key client. This hybrid role covers budgeting, tracking, invoicing, reporting, financial governance, PO management, SOW support, accounts receivable, and monthly and quarterly close processes, along with ad hoc requests. The position offers a salary range of USD 75,000 to 90,000 per year and is located in New York, NY with a hybrid work schedule.

Responsibilities

• Support agency teams in creating and maintaining detailed budgets for client programs and activations, ensuring timely consolidation into internal financial systems.
• Track approved budget changes throughout the project lifecycle.
• Review and validate budgets prior to client submission.
• Conduct ongoing account and budget analysis to ensure accuracy and compliance.
• Collaborate with project teams to assess resource allocations (hours vs. budget) and deliver variance analyses.
• Analyze spending patterns, pricing, and other financial drivers as needed.
• Review expense transactions and allocations to ensure consistency with approved budgets.
• Partner with the Senior Finance Manager to review program status and identify financial risks or opportunities.
• Reconcile budgets at the conclusion of each program or activation and prepare close-out documentation.
• Review relevant general ledger activity and recommend journal entries as needed.
• Prepare and analyze reports for internal stakeholders and the client, including program-level financial summaries.
• Develop and maintain Excel-based reporting tools using live NetSuite queries, with formatting and formulas for reconciliation, client reporting, and program financial tracking.
• Manage all invoices related to client programs, ensuring alignment with agreed scopes and schedules.
• Track and reconcile client purchase orders against agency billing.
• Monitor accounts receivable and follow up on outstanding balances.
• Assist with reviewing and confirming payment terms in SOWs.
• Track and manage program-level credits and financial adjustments as needed.
• Assist with month-end tasks such as auto revenue recognition, journal entries, and financial summaries related to the client’s projects.
• Respond to ad hoc requests from internal stakeholders or the client in a timely and thorough manner.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field.
• 4+ years of experience in accounting and/or FP&A; event or marketing agency experience is preferred.
• Advanced Excel skills, including live query management, formula development, and formatting for financial reporting and reconciliation tools.
• Experience with Oracle NetSuite is preferred; working knowledge of NetSuite reporting and live data queries is a strong plus.
• Strong analytical and problem-solving abilities.
• Detail-oriented with a high level of accuracy; able to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Hybrid work schedule requiring commuting to the office two days per week.

Technologies

• Microsoft Excel
• Oracle NetSuite

Benefits

• Competitive compensation.
• Comprehensive benefits including medical, vision, dental, and wellness programs.
• Generous paid time off, including vacation, holidays, and wellness days.
• Professional growth opportunities in a dynamic, creative environment.
• Collaborative, inclusive workplace that values people as much as the work we create.

What you bring to the table

• Bachelor's degree in Finance, Accounting, or related field.
• 4+ years of experience in accounting and/or FP&A; event/marketing agency experience preferred.
• Advanced Excel skills, including live query management, formula development, and formatting for financial reporting and reconciliation tools.
• Experience with Oracle NetSuite preferred; working knowledge of NetSuite reporting and live data queries is a strong plus.
• Strong analytical and problem-solving skills.
• Detail-oriented with strong attention to accuracy; able to manage multiple priorities in a fast-paced environment.
• Excellent communication skills, both oral and written.
• Hybrid work schedule: ability to commute to the office two days per week.