Full-Time Associate Director Client Finance

The RoleThe Associate Director, Client Finance at Wpromote is responsible for optimizing financial performance and empowering internal departments via strategic financial support. This role involves supporting the Director of FP&A and CFO by collaborating with cross-functional teams, and ensuring top-tier financial service to maximize profitability at the agency level. The position requires strong financial expertise and leadership to support account teams and deliver exceptional results.

At Wpromote, we believe that great work is only possible with great people. Our goal is to build a better, more inclusive work environment and support our people at every stage of their careers by prioritizing a strong work-life balance through our policies and benefits.

We offer:

• Remote-first culture
• Unlimited PTO
• Extended Holiday break (Winter)
• Flexible schedules
• Work from anywhere options
• 100% paid parental leave
• 401(k) matching
• Medical, Dental, Vision, Life, Pet Insurance
• Sponsored life insurance
• Short Term Disability insurance and additional voluntary insurance
• Annual Class Pass credits and more!

You Will Be:

• Partner with Client Service, Sales, and other departments to develop client SOW contracts and change orders aligned with priorities and staffing needs
• Oversee budget tracking, SOW tracking, and resource allocation reporting; provide regular financial updates to teams
• Collaborate with Client Service to ensure accurate and timely billing for agency fees
• Provide financial consultation to cross-functional teams, including during kickoff meetings, monthly tracking, billing, and actualization
• Recommend incremental scope and staffing adjustments based on performance and business needs
• Develop accurate recruiting forecasts and succession plans in partnership with Resource Management and POPS
• Assist in pricing and negotiation of client fee agreements
• Identify and implement process improvements within the Finance department
• Support the annual budgeting process to align with company strategic goals
• Collaborate with senior leadership to develop long-term financial models and forecasts to monitor performance and support organizational success
• Prepare monthly, quarterly, and annual financial reports and forecasts to support strategic decision-making
• Analyze key financial metrics and provide insights to improve profitability and efficiency
• Develop dashboards and KPIs to track business performance
• Optimize financial planning and analysis processes for greater accuracy and efficiency
• Implement and manage financial systems and tools to support analysis and reporting

You Must Have:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5-7+ years of experience in financial planning and analysis or client finance, with at least 2 years in a managerial role
• Strong knowledge of Media Planning, SEO, SEM, Programmatic, Social, Analytics, and Technology
• Knowledge of rate card development
• Ability to align financial plans with business goals
• Strong analytical and problem-solving skills
• Proficient in financial modeling and experienced with forecasting tools (e.g., Excel, Tableau, PowerBI)
• Experience with various ERP and financial systems (NetSuite preferred)
• Ability to thrive in a dynamic, fast-paced environment
• Excellent communication and presentation skills, with the ability to influence stakeholders
• Proven leadership and team management capabilities

Nice to Have:

• Experience with Google Sheets and Google Suites
• Experience in digital marketing, advertising, or other services

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