Underscore Marketing - Director, Client Finance

• Enterprise Planning & Forecasting • Partner closely with Finance while avoiding duplication of accounting or close ownership responsibilities • Own revenue and margin forecasting methodologies, assumptions, and forecast accuracy • Establish governance models, escalation thresholds, and operating cadences to proactively manage financial risk • Forecast demand, staffing pressure, and margin exposure across the business • Build scalable reporting and decision frameworks that improve visibility and accountability • Client Financial Performance • Lead interpretation of client-level financial performance, including pacing, burn, margin health, and delivery efficiency • Translate project management inputs, scope signals, staffing realities, and delivery risks into clear financial insight • Identify early warning signs related to margin erosion, scope creep, delivery inefficiencies, or commercial risk • Develop clear financial narratives and decision tradeoffs for leadership and account teams — not just reporting data • Distinguish between timing shifts, scope changes, estimation gaps, and operational inefficiencies • Surface recurring trends and lessons learned to improve pricing strategy, forecasting accuracy, and delivery systems • Provide leadership teams with actionable insights that support timely intervention and stronger business outcomes • Contract Compliance & Commercial Oversight • Oversee development and financial governance of MSAs and SOWs to ensure consistency, clarity, and reduced commercial risk • Partner with Client Services and leadership teams during SOW development and client presentations • Ensure commercial assumptions align with operational realities, staffing plans, and delivery expectations • Help establish standards, guardrails, and governance processes across client contracts and commercial engagements • Pricing Strategy & Commercial Modeling • Support and evolve, in collaboration with Client Services, the agency’s master pricing model, including scope-to-hours, cost, margin, and pricing methodologies • Maintain and refine economic assumptions tied to staffing structures, utilization, delivery models, and service mix • Analyze pricing effectiveness relative to realized delivery outcomes and profitability • Define margin guardrails, discounting logic, and commercial risk thresholds • Partner with Client Services on pricing builds, scope changes, contract expansions, and commercial negotiations • Support client procurement conversations alongside Client Services, New Business, and Leadership when needed • Capacity Planning & Delivery System Design • Develop scalable capacity planning frameworks across roles, skillsets, and planning horizons • Partner with business unit leaders to create staffing models and workforce plans aligned to business demand • Establish utilization and throughput expectations grounded in operational realities • Identify systemic delivery constraints, inefficiencies, and operational bottlenecks • Recommend improvements to staffing structures, delivery models, and scope assumptions • Build staffing and scenario models tied to pipeline activity and future business growth • Improved forecast accuracy and financial visibility across client engagements • Earlier identification and mitigation of margin and delivery risk • More disciplined pricing, scoping, and commercial decision-making • Stronger alignment between staffing models, delivery realities, and client economics • Increased accountability and consistency in financial governance practices • Clear executive-level insight that supports profitable, scalable growth