Lockwood
Lockwood18d ago

Finance Director, Client Finance

United StatesUnited StatesRemoteexecutive
Finance & AccountingFinance ManagerFinance Director
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Quick Summary

Key Responsibilities

Lead financial oversight and performance management across client accounts. Serve as a key point of contact for finance-related client discussions.

Requirements Summary

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.

Technical Tools
Finance & AccountingFinance ManagerFinance Director

This position can be based remotely (working from home) or at our headquarters in Stamford, CT.

 

Responsibilities

~1 min read
  • 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.

 

  • 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).

 

Requirements

~1 min read
  • 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.

 

Location & Eligibility

Where is the job
United States
Remote within one country
Who can apply
US
Listed under
United States

Listing Details

Posted
April 9, 2026
First seen
April 8, 2026
Last seen
April 27, 2026

Posting Health

Days active
19
Repost count
0
Trust Level
44%
Scored at
April 28, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
Lockwood
Lockwood
greenhouse
Employees
5
Founded
2013
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LockwoodFinance Director, Client Finance