Finance Business Manager - Agency
The Finance Manager helps run and maintain the day-to-day fiscal management of a business unit, overseeing client portfolios (revenue, reporting, billing) while ensuring budgetary compliance and accuracy. This role partners closely with Account Management, Project Management, Legal, Resourcing and other departments. The Finance Manager is the primary support to client finance leadership and account leads, assisting in resourcing, revenue forecasting and project management. This role reports to the Director, Finance – FP&A and requires a proactive leader who fosters collaborative relationships with internal and external stakeholders.
What You’ll Do
- Day to day support on tasks for Agency finance leadership
- Manage and prepare revenue reporting (weekly, monthly, YTD, FY) and provide revenue/variance analysis.
- Monthly review of the Client revenue as part of the month-end close alongside business leadership; identifying action items to be completed by finance or business teams
- Monthly preparation and review of client trackers inclusive of billing/invoicing, utilization/realization, and percentage completion
- Prepare budgets and forecasts; deliver proactive data to enable key decisions.
- Analyze staffing, utilization and billability; support resourcing plans across accounts.
- Review and process Statements of Work (SOWs); ensure client scope approvals and manage Purchase Orders (POs).
- Effectively manage and track projects; run recurring project status meetings with cross-functional teams.
- Ensure timely billing of agency fees and out-of-pocket expenses; partner with Account Management on billing cadence.
- Assist with Accounts Receivable (AR), Work in Progress (WIP), and accrued/deferred revenue analysis.
- Support audit requests and compliance with GAAP and internal policies.
- Serve as gatekeeper for Master Service Agreements (MSAs) and contract compliance.
- Collaborate with the broader Finance team and portfolio leadership; provide tactical and strategic guidance to solve problems.
- Perform ad hoc reporting as needed and continuously improve processes and controls.
Qualifications
- Bachelor’s degree in Accounting, Finance, Economics or Business Administration (or equivalent experience).
- 4+ years of Client Finance/FP&A/Finance experience, preferably in an agency environment.
- Experience with enterprise-level financial systems - Dynamics 365 (strong preference) – and business intelligence tools (PowerBI)
- Preferred experience with Agency specific tools like Workfront and Media tools like MediaOcean
- Experience working in advertising/public relations or healthcare marketing agencies.
- Advanced Microsoft Excel skills; strong proficiency in Microsoft Office (Word, Outlook, PowerPoint).
- Sound judgment; self-motivated with the ability to work independently and deliver quality work.
- Ability to adjust priorities, respond to changing demands, and meet deadlines by effectively managing time.
- Strong collaboration skills—appropriately involve others in decisions to ensure alignment and support.
- Working knowledge of GAAP; strong data analysis and forecasting skills.
- Professional communication, with the ability to triage messages and present complex information clearly.
Additional Information
OUR CULTURAL BELIEFS:
Patient Minded I act with the patient’s best interest in mind.
Client Delight I own every client experience and its impact on results.
Take Action I am empowered and empower others to act now.
Grow Talent I own my development and invest in the development of others.
Win Together I passionately connect with anyone, anywhere, anytime to achieve results.
Communication Matters I speak up to create transparent, thoughtful and timely dialogue.
Embrace Diversity I create an environment of awareness and respect.
Always Innovate I am bold and creative in everything I do.
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EVERSANA is committed to providing competitive salaries and benefits for all employees. If this job posting includes a base salary range, it represents the low and high end of the salary range for this position and is not applicable to locations outside of the U.S. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). More information about EVERSANA’s benefits package can be found at eversana.com/careers. EVERSANA reserves the right to modify this base salary range and benefits at any time.
From EVERSANA’s inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one’s identity. All of our employees’ points of view are key to our success, and inclusion is everyone's responsibility.
Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at applicantsupport@eversana.com.