o Own and manage the client finance tracker to:
§ Ensure authorized budgets are received from clients and verify plans are accurately entered into our media buying systems
§ Conduct monthly variance analysis between authorized/planned, purchased,
§ Track pacing of campaigns and address discrepancies
o Validate compliance of contractual obligations
o Identify solutions to accommodate client requests
· 20% Project Manage Order to Cash Cycle
o Create and maintain the client deliverable calendar and work with internal teams to ensure key dates are met
o Steward the client’s budget through the lifecycle, inclusive of:
§ Quality control of media buys (product names, PO’s, I/O’s, system set up, etc.)
§ Partner with cross-functional internal groups to educate teams on best practices
within media buying systems
o Ensure buys are updated, approved, and reconciled on time
o Proactively review receivables to identify any unpaid balances that could result in media disruptions and work with accounts payable to ensure partners are paid timely
o Establish and maintain strong relationships with clients and serve as their primary finance contact at the agency
o Prepare and lead monthly finance status calls with clients to review the overall financial health of the account and address any concerns
o Align on year-end deadlines and ensure all requests are delivered timely
o Provide ad hoc client reporting & support external audits
· 20% Internal Client Management
o Support the implementation of sound business management policies and practices
o Contribute to monthly managing partner status calls being led by Client Finance
o Prepare and issue burn reports
o Participate in the flash, forecasting, and budgeting processes, where applicable
o Update Client Questionnaires (“CQ”) as necessary, and ensure information is properly
captured within our media buying systems
o Provide ad hoc reporting & support internal audits
· 5% Continue to identify areas of improvement/efficiency