Client Finance Resume Sample

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Nola Krajcik
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Work Experience


Client Finance Manager
02/2016 - PRESENT
Philadelphia, PA
  • Support with monthly close process including preparation reporting of hours, variance analysis, and re-forecasts
  • Support Finance Managers with revenue calculation and tracking
  • Assist in fee calculations for New Business pitches and contracts’ renewals
  • Help Manage and Report on UM employee funding in the reporting system
  • Help calculate and track Inter Company recharges to Affiliates
  • Attend client onboarding meetings
  • Review and manage system client settings to ensure smooth and effective client finance job cycles
  • Support team with billing, accounts receivable, purchase orders, vendor contracts, contract compliance, and other finance tasks
Client Finance Analyst
01/2013 - 12/2015
Houston, TX
  • Work with account teams to properly forecast their revenue commitments, understand their new business targets, and hold them accountable for delivering on their projections
  • Pull and analyze large amounts of data to create reports and asses key metrics
  • Continually look for process improvements and work with the financial team to implement
  • Assist with the preparation of financial reporting packages and commentary including weekly revenue flash and employee utilization
  • Prepare ad-hoc reports and analysis as necessary
  • Assist with the month end close process, including income review, expense review and preparation of journal entries
  • Assist with collection and analysis of monthly income projections
  • Assist with the training of new hires and to use and understand all financial policies and procedures
Financial Analyst, Client Finance
05/2006 - 11/2012
San Francisco, CA
  • Manage current 5-person field client finance team
  • Responsible for Market Budgets and Forecasting
  • Strong interpersonal skills, with a “can-do” attitude and ability to work well within a team environment
  • Strong Accounting / Finance / Analytical skills and knowledge
  • Solid systems skills, including Excel
  • Strong attention to detail, with ability to recommend process improvements and immediately add value to the organization
  • Self-starter, with a strong interpersonal style; excellent “soft-skills” required
  • Work experience within a similar field

Education


University of Saint Mary
2002 - 2006
Bachelor's Degree in Accounting

Professional Skills


  • Strong organizational skills and ability to multi-task and flex with frequently changing priorities
  • Excellent written and verbal communication skills, and the ability to communicate effectively with staff, clients and vendors
  • Excellent time management, ability to prioritize and organizational skills
  • Work in fast paced, changing environment; strong multi-tasking skills
  • Proven numerical and problem solving skills
  • Experience proving analytical expertise and skills
  • Professional experience in a Finance or Accounting position. Prior supervisory experience is required

How to write Client Finance Resume

Client Finance role is responsible for excel, finance, interpersonal, analytical, organizational, communications, database, credit, training, procurement.
To write great resume for client finance job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Client Finance Resume

The section contact information is important in your client finance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Client Finance Resume

The section work experience is an essential part of your client finance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client finance position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Client Finance resume experience can include:

  • Excellent interpersonal skills, good listener, proactive, can stand up and drive changes
  • A team player with above average communication skills and the ability to prioritize their work
  • Has excellent communication, time management, and organizational skills
  • Develop strong interpersonal skills necessary to communicate with diverse groups agency-wide
  • Well organized with strong time management skills and attention to detail, follows through on multiple projects in a fast paced environment
  • Strong organizational skills, with the ability to plan and execute tasks appropriately

Education on a Client Finance Resume

Make sure to make education a priority on your client finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client finance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Client Finance Resume

When listing skills on your client finance resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical client finance skills:

  • Excellent interpersonal skills – good listener, proactive, someone
  • Good planning, communication and the ability to work effectively as part of a high performing team
  • Strong MS Excel skills including: pivot tables, vlookups, formula writing required
  • Excel (Pivot/Macro), Financial background, strong communication skills
  • Strong analytical skills and uses them to drive decisions
  • Outstanding customer service skills and professionalism

List of Typical Experience For a Client Finance Resume

1

Experience For Client Finance Analyst Resume

  • Related experience - if not industry experience, then need to have relevant work experience
  • Strong oral and written communications skills Great attention to detail
  • Confident and collaborative verbal and written communication skills
  • Manage relationships with multiple stakeholders in order to effectively deliver on client and company goals
  • Prior Accounts Receivable and Collections experience
2

Experience For Client Finance Manager Resume

  • Previous experience within the advertising industry would be an advantage or a good understanding of professional services industries
  • 2-4 experience- some agency experience is required
  • Direct experience and willingness to develop strong collaborative relationships across internal business leads and within the Finance department
  • Experienced and proven analytical thinker with passion for detail
  • Strong communicator – verbal and written. Proven ability to lead and mentor team members
  • Experience with a service based company
3

Experience For Client Finance Manager Mirum San Diego Resume

  • Strong knowledge of MS Office and Excel
  • Client finance experience OR project based finance
  • Demonstrate initiative, responsibility and follow through for “owned” work
  • Experience of NetSuite and other ERP systems beneficial
  • Experience as a business analyst, project manager or consultant
  • Provide good supervisory/management direction
  • Finance experience in an agency or professional services firm a desired
  • Attention to detail, with the ability to balance and prioritize multiple projects in a fast-paced environment
4

Experience For Senior Client Finance Analyst Resume

  • Professional services client finance experience
  • Around 8 years of progressive professional services experience
  • Sun systems experience
  • Working with the agency’s Management Accountant during the month-end reporting cycle and assisting with tight deadlines and submission schedules
  • Understanding of accounting concepts (debits/credits, revenue recognition, reserves/ absorptions)
  • Providing regular coaching, feedback and support to the team
5

Experience For Client Finance Director Resume

  • Finance/Accounting knowledge (Balance Sheet, A/R, P&Ls, etc.) While this isn't an accounting position, understanding accounting principles is crucial
  • Follow up on outstanding receivables and work with staff to secure payment. Assist in collecting commentary on uncollected and past due invoices
  • Familiarity using financial reporting systems (Lawson, Business Objects, Crystal)
  • Follow up with agencies for missing PO’s and work with agencies to arrange a second billing
  • Ensure timely and appropriate communication with the team ensuring that key business messages are communicated in an engaging way
  • Ensure all projects are setup according to client requirements and comply with internal/external reporting policies
  • Communicate with client procurement regarding budget, billing and accounts receivable issues
  • Facilitate monthly billing – liaison between account staff, project management team, contract office and billing department
6

Experience For Senior Analyst, Client Finance Resume

  • Coordinate with client and billing teams to ensure timely and accurate invoicing
  • Meet regularly with client facing teams to review client finances and budget tracking
  • Closely working with Finance Director on quarterly re-forecasting of revenue
  • Additional related responsibilities and ad hoc reporting as required based on the evolving needs of the department and agency
  • Prepare client pricing analysis, margin analysis and reporting
7

Experience For Um-client Finance Manager Resume

  • Knowledge of internal control procedures and financial accounting principals
  • Partner with business leads to develop and execute client SOWs ensuring compliance to process and identification of business risks and opportunities
  • Client billing administered per individual contract terms
  • Work closely with Shared Financial Services on client billing activity
  • Maintain a pro-active stance in helping to resolve problems and key issues on clients
  • Manage working investment on clients (accounts payable, accounts receivable, unbilled revenue)
  • Manage various client reporting requests
  • Advanced knowledge of financial reporting systems (Lawson, Business Objects, Crystal)
8

Experience For Um-associate, Client Finance Resume

  • Understand accounting concepts (debits/credits, revenue recognition, percent complete, reserves/absorptions, DSO calculation)
  • Has an understanding of Sarbanes-Oxley compliance and is highly attuned to near flawless work and execution
  • Review markets’ time reporting against agreed Scopes of Work and collect explanations or get corrections to any variances
  • Assist with analyzing the monthly revenue recognition calculation
  • Monitor PO #’s appropriately populated on estimates so the billing process is not delayed
  • Develop internal operating budgets, projections and forecasts
  • Drive profitability by working with unit’s management and account teams to improve client and resource management
  • Responsible for timely and accurate client billing and the collection of support documentation as needed
  • Actively seeking to improve team performance and process through continuous improvement (QPIP)
9

Experience For Analyst, Client Finance Resume

  • Undertake regular audits of the quality checking process
  • Manage key financial points of client contracts working with Project management and Account group and Finance department
  • Work with the Project management and Account teams in order to perfect detailed client facing financial trackers that are informative and easy to view
  • Ensure that the Agency’s client teams are informed of how they are tracking vs their budgets
  • Work with account teams and show planned hours vs actual hours in order to adjust staffing as needed
  • Work on ad hoc reporting requirements as requested by Account, Project Management and Finance teams
  • Assist in overseeing a Client Finance Analyst
  • Work to train analyst properly on financial tracking
10

Experience For Um-senior Associate, Client Finance Resume

  • Responsible for meeting with client team leads for the purposes of review of job and related activity
  • MSA, Pricing and negotiation support
  • Partner with Account / Project Management teams to ensure revenue forecasts, staffing plans, and agency pipeline are up-to-date and accurate
  • Provide weekly reporting with analysis on client programs
  • Help with the preparation of Client Budget Trackers, and partner with billing team and finance leads and ensure that trackers are timely and accurate
  • Liaise with Collections manager as needed to assist in resolving any Client A/R
  • Be adaptable and diplomatic in an ever-changing environment
  • Collect paperwork from new hires, and help them acclimate by setting them up in company systems
  • Advanced understanding of financial management principles and ensures decisions are fiscally sound and responsible

List of Typical Skills For a Client Finance Resume

1

Skills For Client Finance Analyst Resume

  • Prior financial management experience in the PR, marketing, advertising, or branding industry
  • Prior Media/Advertising/Marketing experience
  • Keep management updated on problems with projects and report back any difficulties, using analytics, or problem solving skills to resolve
  • Advanced excel skills required, including knowledge of power/pivot query
  • Advanced Excel skills, including but not limited to vlookups/hlookups, sumif function and pivot tables
2

Skills For Client Finance Manager Resume

  • Well-developed interpersonal skills, maturity, credibility, confidence and integrity
  • Experience with a service based company (advertising, marketing, consulting, etc)
  • Experience working in media, advertising, or similar field, preferably at a large networked agency
  • Experience working in a financial reporting role
  • Experience in Finance or Accounting, including familiarity with the digital environment
3

Skills For Client Finance Manager Mirum San Diego Resume

  • Finance/accounting experience
  • Professional experience in an Accounting and/or Finance
  • Experience in a Finance or Accounting position is desired
  • Experience in financial analysis, forecasting, profitability analysis
  • Strong understanding of financial and business terminology and concepts
  • Develop strong, trusted relationships with client business leads based on delivering thoughtful and accurate financial information
  • Accounting coursework or equivalent work experience
  • Financial experience preferably in Advertising
4

Skills For Senior Client Finance Analyst Resume

  • Experience in operational finance within media/advertising/entertainment industries
  • Strong work ethic, willing to put in extra time when needed
  • Related financial analysis and/or accounting experience,
  • Strong attention to detail and highly accurate
  • Collaborative, with strong focus on teamwork
5

Skills For Client Finance Director Resume

  • Professional experience in a Client Finance position
  • Demonstrate initiative, responsibility and follow through for "owned" work; accountability and flexibility
  • Related financial analysis and/or accounting experience, preferably within an advertising, marketing, PR or service industry environment
  • Client finance or client accounting experience
  • Finance experience in an agency or professional services firm a desired
  • Ensure complete, accurate, and properly formatted documents prior to manager review
6

Skills For Senior Analyst, Client Finance Resume

  • Identifying and addressing training requirements within the team ensuring relevant cross-training
  • Understanding of basic Accounting concepts, including: Debits / Credits; Revenue Recognition; and, Reserves / Absorptions
  • Understanding of accounting concepts (debits/credits, revenue recognition, DSO calculation, cash vs. accrual based accounting)
  • Representing Financial Reporting & Control within company wide projects (for example, process improvements, new clients take on etc)
  • Understanding of data structure and capable of using MS Access Database and write simple SQL queries or a willingness to learn
  • Working understanding of client contracts and commercial requirements
7

Skills For Um-client Finance Manager Resume

  • Coming from a small company (<$100M)
  • Coming from a smaller company (<$100M)
  • Preparing monthly client reports
  • Issuing client invoices
  • Preparing labor reports and provide utilization analysis
8

Skills For Um-associate, Client Finance Resume

  • Learning specifics of client MSAs and SOWs
  • Ensuring client and account management deadlines are met
  • Assist in the creation client staffing plans, including calculating fees for client staffing plans
  • Assist in the creation of job estimates, budgets, and client staffing plans, including calculating fees for client staffing plans
  • Proficient in creating and managing various kinds of reporting
  • Work closely with VP, Agency Operations to prepare and update revenue forecasting schedules and collaborate with finance on budgeting and forecasting needs
9

Skills For Analyst, Client Finance Resume

  • Microsoft Excel expertise, including working knowledge of Pivot Tables and Macros
  • Advanced knowledge and proficiency in MS Office, Excel (including Pivot Tables) and financial reporting systems (Donovan, Business Objects, etc.)
  • Subject matter expert on all items related to Client financial performance, forecasting and budgeting
  • Own client revenue forecasting and budgeting in partnership with FP&A
  • Monitor missing SOWs and PO’s – assist team in obtaining client required documents
10

Skills For Um-senior Associate, Client Finance Resume

  • Actively managing a team of consultants and working to improve team performance against its Key Performance Indicators (KPI’s)
  • Support long term strategic planning and forecasting for overall Finance division
  • Responsible for ensuring key risks are identified and planning includes mitigation of these risks
  • Own departmental BCP plan including arranging any required tests
  • Responsible for producing client and project P&L’s monthly and guiding the Client Engagement team on areas of improvement
  • Act as a liaison to the New Business team in helping with the creation of proposals and pricing strategies
  • Support month-end and year-end close process and reporting including P&L and balance sheet
  • Proficiency in MS Office, Word, Excel (including Pivot Tables) and financial reporting systems (Lawson, Business Objects, Crystal, Hyperion Pillar)
  • Assist Account Teams in pricing client proposals and developing client budgets

List of Typical Responsibilities For a Client Finance Resume

1

Responsibilities For Client Finance Analyst Resume

  • Experience of working within a finance department and understanding of month-end reporting
  • Responsible for ensuring that client invoicing is accurate and timely
  • Issue invoices in accordance with client requirements in a timely and accurate manner, ensuring all applicable taxes are applied
  • Ad hoc client financial reporting and analysis
  • Assist in the creation of job estimates, budgets, and client staffing plans
  • Support our VP of Finance in reviewing proposals and Statements of Work (SOW)
  • Act as an advisor to our Client Engagement team for all commercial matters related to budget, billing, collection, direct expenses and profitability
  • Assist in the creation of budgets in SAP (our financial reporting system) once SOW’s have been assigned
2

Responsibilities For Client Finance Manager Resume

  • Maintain the integrity of financial reporting process, and ensure compliance with all SOX and specific client requirements
  • Help develop, implement, and maintain comprehensive processes to enable multi-P&L revenue tracking for numerous program executions
  • Drive profitability by working with account teams to improve client and resource management
  • Manage inventory (hours and out-of-pocket costs) on the Work-in-Progress on an ongoing basis
  • Pro-actively assist account teams with scope of work development and provide ongoing support and partnership as scopes and business changes throughout the year
3

Responsibilities For Client Finance Manager Mirum San Diego Resume

  • Work directly with the billing department to ensure all fees and expenses are billed to clients in a timely and accurate manner
  • Liaison with key members of the finance organization - general accounting, billers and finance director
  • Work closely with key Account Directors and Project Managers to ensure that jobs are being worked to budget
  • A keen eye for detail and an organised and questioning approach are prerequisites
  • Part-qualified, ideally studying CIMA or ACCA
  • Generate reports and assist with the billing process
  • Provide complete journal entries, time entry transfers and provide invoicing instructions
  • Work with the European Finance Controller to ensure the utilisation reporting reflects actuals, forecasts and client profitability
4

Responsibilities For Senior Client Finance Analyst Resume

  • Work with European Finance Controller on monthly financial reporting reviews, Flash, Actuals and Balance Sheet
  • Perform all month-end client revenue calculations for Agency reporting
  • Complete monthly & quarterly reporting documentation requirements for FCB Worldwide
  • Provide analytical support to the CFO and COO on a monthly basis, including reforecast, P&L analysis, and ad-hoc client analysis
  • Manage assigned on-going relationships with client procurement departments
5

Responsibilities For Client Finance Director Resume

  • Manage weekly/monthly reporting and analysis of operations
  • Manage Invoicing for key clients
  • Team time tracking and management
  • Point person for overall accuracy of portfolio financial reporting
  • Articulate financial concepts in layman’s terms
  • Go-getter mentality, willingness to jump in and tackle problems
  • Ensure compliance with client contract
  • Act as liaison with WPP offices and administer inter-company service agreements between companies
6

Responsibilities For Senior Analyst, Client Finance Resume

  • Client audits, compliance, procurement
  • Lead client and regional staff meetings in management of financial metrics
  • Maintain positive team player attitude
  • Ensure Sarbanes Oxley compliance with revenue recognition and internal controls
  • Compare actual monthly, quarterly,
7

Responsibilities For Um-client Finance Manager Resume

  • Liaise and advise account teams on all commercial matters
  • Coordinate financial allocations cross office (domestic and global)
  • Ensure department compliance with company financial policies (e.g., revenue recognition, job requisitions, time entry, travel and expense, credit, billing, accounts payable, new business)
  • Train account staff on internal finance systems, procedures and financial project management
  • Responsible for financial management of the New York P&L’s including oversight of revenue recognition, financial reporting, forecasting, process compliance and staffing
  • Partner with account teams in pricing client proposals, responding to RFP/I’s and developing budgets (with oversight)
  • Capital expenditures/cash needs planning, forecasting and monitoring
8

Responsibilities For Um-associate, Client Finance Resume

  • Create and maintain a clear audit trail of all client financial activity within industry and accounting guidelines. Prepare and maintain all financial records for monthly, quarterly and annual client reporting requirements, as needed
  • Synthesize large amounts of data and summarize information to identify trends and risks
  • Assign project codes, perform billable hour allocations, reconcile project expenses, and assist business teams with final project close-outs
  • Input and maintain budgets in MS Dynamics SL
  • Follow up with business teams and / or clients on past due accounts receivable
  • Analyze project P&L’s to help business teams control budgets and optimize profitability
  • Conduct monthly P&L reviews with project team leads and identify / reclass incorrectly coded expenses
9

Responsibilities For Analyst, Client Finance Resume

  • Maintain automated timesheet system and run periodic staff utilization reports
  • Maintain and analyze sales data and offer insights and recommendations accordingly
  • Assist with any client audit requests, as needed
  • Review accounts payable requests for propriety / accuracy
  • Detail oriented with the ability to investigate and resolve problems
  • Provide accurate financial information to Corporate Finance
  • Review monthly fees and expenses and analyze monthly P&Ls
10

Responsibilities For Um-senior Associate, Client Finance Resume

  • Work with Corporate Finance to ensure accurate financial statements
  • Responsible for activity codes lifecycle (open, lock, reconcile, close)
  • Review client’s key financial metrics and proactively resolve issues (unreleased invoices, inactive activities, A/R)
  • Initiate routine and non-routine journal entries to ensure an accurate categorization of reserves/absorptions, allocations, and appropriate WIP maintenance
  • Calculate run rates to monitor and manage financial progress against budgets
  • Generate and distribute weekly system reports

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