Client Finance Manager - New York - SoHo Experiential

    SoHo Experiential
    SoHo Experiential New York

    1 week ago

    Description

    This New York City-based role is responsible for the end-to-end financial management of programs and activations for various key clients on our Live Events Group.

    The Client Finance Manager supports budgeting, tracking, invoicing, reporting, and financial governance across all client workstreams. This includes managing purchase orders, overseeing accounts receivable, and partnering with internal teams to analyze budgets and expenses. The role also supports monthly and quarterly financial processes and handles occasional ad hoc requests. All work is performed to ensure alignment with client expectations and agency standards.

    The Client Finance Manager reports to the Senior Client Finance Manager and will be a member of the Finance team.


    Responsibilities:

    Support client / program budgeting:

    o Assist Agency teams in developing and maintaining detailed budgets for client programs and activations, including timely roll-up into internal financial systems.

    o Monitor and track approved budget changes throughout the project lifecycle, including Agency finance tools.
    o Review and validate all budgets before submission to the client.
    o Create client specific reporting as required.


    Provide program financial governance:
    o Conduct ongoing account and budget analysis to ensure accuracy and compliance.
    o Partner with project teams to review resource allocations (e.g., hours vs. budget) and provide variance analysis.
    o Analyze spending patterns, pricing, and other financial drivers as needed.
    o Review expense transactions and allocations to ensure consistency with approved budgets.

    Deliver commercial and operational insights:
    o Partner with the Senior Finance Manager to review program status and identify financial risks or opportunities.
    o Reconcile budgets at the conclusion of each program or activation and prepare close-out documentation.

    Manage internal and client-facing financial reporting:
    o Review relevant general ledger activity and recommend journal entries as needed.
    o Prepare and analyze reports for internal stakeholders and the client, including program-level financial summaries.
    o Support monthly actuals reporting and ensure proper documentation is maintained.

    Manage invoicing, A/R, and financial documentation:
    o Manage all invoices related to client programs, ensuring alignment with agreed scopes and schedules.
    o Track and reconcile client purchase orders against agency billing where applicable.
    o Monitor accounts receivable and follow up on outstanding balances.
    o Track and manage program-level credits and financial adjustments as needed.

    Support month-end and ad hoc financial activities:

    o Assist with month-end tasks such as auto revenue recognition, journal entries, and financial summaries related to the client's projects.

    o Respond to ad hoc requests from internal stakeholders or the client in a timely and thorough manner.

    What You Bring to the Table:

    • Bachelor's degree in finance, accounting, or related field.
    • 4+ years of experience in accounting and/or FP&A; Event/Marketing agency experience preferred
    • Proficiency in Microsoft Office.
    • Strong Excel skills are a must (including pivot tables and formulas).
    • Strong organizational and multitasking skills
    • Excellent communication skills, both oral and written
    • Detail-oriented and able to perform in a high-pressure environment
    • Strong work ethic
    • Strong analytical and problem-solving skills.
    • Experience with Oracle NetSuite preferred
    • Strong attention to detail and accuracy

    Hybrid work schedule:
    ability to commute to office two days per week


    • Prior experience in an events or experiential agency is ideal

    What We Offer:

    • Competitive pay.
    • Comprehensive benefits including medical, vision, dental, and access to a suite of wellness programs.
    • A generous PTO policy includes company holidays, flexible unlimited PTO days, and sick days.
    • Opportunities to learn and grow while making an impact.
    • A group of people who value each other as much as the work we create.
    *Certain employee benefits are only applicable to full-time employees.

    SoHo Experiential is an equal opportunity employer and does not discriminate based on race, color, gender, religion, age, sexual orientation, nationality or ethnic origin, disability, marital status, veteran status, or any other occupationally irrelevant criteria.

    Pay Range

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