The Lockwood Group, LLC - Finance Director, Client Finance
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Requirements
• High level of integrity, accountability, and professionalism. • Ability to lead and influence key stakeholders at all seniority levels across functional teams. • Strategic thinker with a proactive, solutions-oriented mindset. • Attention to detail and ability to operate under pressure in complex environments. • Strong business acumen with the ability to balance financial rigor and client service excellence. • Analytical thinker who proactively anticipates changes. • Clear communicator with strong presentation and writing skills. Ability to achieve buy-in when communicating changes. Strong executive presence. • Independent problem solver and critical thinker; always looking for creative solutions. • Comfortable in a fast-moving, entrepreneurial environment. Flexible with respect to handling multiple projects and shifting priorities. • Provide mentorship and development to Financial Analyst(s). • Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA a plus, but not required. • 10+ years of experience in financial analysis or related role at an agency. Client finance experience required. • Understanding of agency operations, client contract terms, and commercial finance. • Strong Excel and financial modeling skills; familiarity with BI tools (especially PowerBI) is a plus. • This position can be performed remotely in all but the following locations: Colorado, New York City, San Francisco County, CA.
Responsibilities
• Lead financial oversight and performance management across client accounts. Serve as a key point of contact for finance-related client discussions. • Partner with business leads to provide financial modeling, forecasting, and scenario planning. • Present financial performance and strategic insights to account teams or senior management. • Provide strategic financial insights tailored to each client's operational and commercial needs, ensuring compliance with financial policies and client contract terms. • Oversee revenue recognition and overage deferral process. • Support commercial activities, including client pricing (rate cards, RFP responses) and SOWs. • Foster collaboration between client finance, accounting, account management, and biz dev. • Develop and enhance complex financial models, reporting templates, and processes to improve reporting accuracy and efficiency and support strategic initiatives. • Lead continuous improvement of financial processes and infrastructure • Analyze and translate financial data reviews into actionable insights, and strategic recommendations to leadership and support internal account teams. • Ensure expectations are met for internal and client reporting processes by maintaining ongoing communication with account team members, and troubleshooting as necessary. • Provide training where necessary to ensure best practices are followed.
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