Associate Director, Client Finance

Associate Director, Client Finance

NYC

As an Associate Director, Client Finance, you will serve as a trusted financial partner to both clients and internal teams, owning complex financial workflows while bringing clarity, structure, and confidence to integrated marketing initiatives. This role requires strong judgment, accountability, and the ability to translate financial data into clear, actionable insights that support decision‑making across the agency.

This is an opportunity for a highly capable, solutions‑oriented individual who thrives in fast-moving environments, takes ownership without being asked, and is deeply curious about improving systems, processes, and cross‑functional collaboration.

• Own the end‑to‑end monthly billing process, ensuring accuracy, timeliness, and strong documentation across all billing cycles
• Proactively identify and resolve billing issues before they impact cash flow or client relationships
• Serve as a backup and support partner to the Senior Controller, liaising with Account teams and Accounts Receivable to support timely collections and AR issue resolution
• Deliver clean, well-supported billing packages that reduce downstream corrections and rework

• Conduct detailed financial analysis to assess profitability, pacing, and performance of client work streams
• Maintain and deliver month‑end reporting, budget trackers, burn reports, WIP analysis, over‑servicing reporting, and utilization reporting
• Prepare materials and commentary for monthly revenue forecast meetings, including quarter‑over‑quarter growth insights
• Maintain and reconcile monthly fee charts across all revenue streams, partnering closely with Account Leads to ensure accuracy and compliance with Taylor’s revenue recognition policies

• Evaluate staff utilization and capacity using forecasted and actual data, identifying risks and opportunities early
• Support staffing vs revenue planning through clear summaries, templates, and structured checkpoints throughout the month
• Help teams understand how staffing decisions impact revenue, margins, and delivery commitments

• Maintain full accountability for the agency time‑tracking system, acting as the subject‑matter expert for usage, troubleshooting, training, compliance, and ongoing improvements
• Translate client SOWs into accurate allocations within staffing tools and time‑tracking systems ensuring alignment between contracts, budgets, and execution
• Identify opportunities to improve workflows across financial systems (time tracking, accounting, automation of staff planning, expense management, reporting), with a focus on reducing manual work and improving consistency over time

• Review all client passthrough vendor contracts and track vendor spend to ensure alignment with client budgets
• Reconcile vendor costs and proactively address discrepancies to minimize overspend
• Oversee client PO balances to ensure accuracy and maximize pre‑billing opportunities
• Maintain organized, audit‑ready client SOW documentation in partnership with Account Leads

• Support internal and external audits by preparing required materials, including passthrough analysis and revenue by state
• Ensure financial records are accurate, complete, and defensible

• Act as a reliable, solutions‑oriented financial partner to Account, Creative, Production, and Leadership teams
• Translate complex financial concepts into clear, digestible guidance for non‑finance partners
• Support stronger financial understanding across the agency through thoughtful explanations, responsiveness, and consistency

• 4–5 years of experience in client finance, FP&A, or agency finance
• Strong understanding of GAAP, accruals, and revenue recognition
• Proven ability to manage billing and forecasting accurately under pressure
• Advanced Excel skills (lookups, pivots, dashboards, complex formulas)
• Experience with…