Client Finance Manager - New York City, NY

Client Finance Manager
Reports to: VP, Finance

At Green House, we grow brands that people love. We’re looking for a Client Finance Manager to join our Finance team at our Miami HQ! If you thrive at the intersection of financial analysis, business strategy, and client partnership, this role is for you. You’ll own client financial performance—building scalable systems, driving profitability, and equipping leadership with the insights needed to shape smarter decisions. Ready to make an impact? Keep reading!

What You’ll Do

Client Financial Management

• Create and maintain client fee schedules, budgets, and invoicing schedules aligned with SOWs.

• Lead preparation and consolidation of Budget vs. Actuals (BVA) at client and agency level, surfacing key variances and opportunities.

• Review contracts/SOWs to ensure financial terms, deliverables, and billing structures are executed correctly.

• Partner with Account Services and Operations to deliver insights that guide campaign performance and pricing.

• Collaborate with HRBP on workforce planning, ensuring labor allocations align with client scope and financial targets.

• Advise client leads on financial guardrails during negotiations, change orders, and growth opportunities.

Financial Analysis & Reporting

• Develop and refine financial models for revenue, cost, and profitability projections.

• Conduct profitability analysis across campaigns, services, and client portfolios.

• Translate operational inputs (capacity, utilization, delivery risk) into financial forecasts.

• Maintain dashboards for revenue performance, burn rates, and margin health.

• Deliver accurate weekly/monthly reporting with clear, actionable recommendations.

Systems & Process Development

• Build and scale financial systems, databases, and reporting processes for a growing agency.

• Drive automation and efficiency in forecasting/reporting with advanced Excel and ERP tools (NetSuite preferred).

• Champion data governance and consistent adoption of finance tools across the business.

• Partner with Operations to integrate timesheets, resourcing, and workflow data into financial models.

Strategic Business Partnering

• Act as a proactive partner to client teams and leadership, providing recommendations that shape strategy.

• Support pricing, fee structures, and revenue planning tied to agency growth.

• Provide scenario modeling for proposals, client expansions, and high-risk opportunities.

• Lead financial reviews at the vertical level, ensuring leadership visibility into risks, opportunities, and projections.

What We’re Looking For

• Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s preferred).

• 5+ years of progressive finance/accounting experience (agency/marketing environment preferred).

• Expertise in Excel (advanced formulas, PivotTables, Power Query, Macros).

• Familiarity with ERP systems (NetSuite preferred); Power BI/Tableau experience a plus.

• Strong understanding of agency revenue models (retainer, project, performance-based, hourly).

• Excellent communication skills—able to explain financial concepts to non-financial stakeholders.

• Proven ability to build scalable financial systems and processes.

• Strategic, detail-oriented, and commercially minded.

Interview Process

• Self-recorded video interview
• Video meeting with VP of HR (1 hour – must be on camera)

Salary

• $100,000 – $120,000 (commensurate with experience)

• Location: Remote in New York City

• Schedule: Regular business hours, M–F

• Unlimited Paid Time Off – balance high performance with rest and recharge

• Comprehensive Health, Dental & Visio n – plus wellness perks

• Professional Growth – exposure to client strategy, financial leadership, and agency operations

• Creative Culture – a collaborative, diverse, and people-first environment

Why Join Green House?

At Green House, we thrive on innovation and collaboration, bringing our core values to every project:

• DARING: We push boundaries, embrace challenges, and build creative confidence.

• ROOTED: We deliver tangible results with authenticity and attention to detail.

• INNOVATIVE: We constantly explore, question, and evolve to grow personally and professionally.

• AGILE: We adapt to the ever-changing needs of our business, clients, and trends.

Green House is strongly committed to creating a diverse, equitable, and inclusive workplace environment. We’re an equal opportunity employer—we’ll consider all qualified applicants without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.