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Client Finance Specialist
Marketbridge. Manage financial requirements for an assigned portfolio of clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial management, including budgeting, forecasting, and revenue recognition, while effectively collaborating with client-facing teams to provide financial guidance and support decision-making. Strong analytical skills and attention to detail are essential for identifying financial risks and ensuring accurate reporting.
Highest-signal resume keywords
Financial ReportingRevenue RecognitionAccounts Receivable ManagementBudgeting and ForecastingAnalytical Problem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingBudgetingForecastingJob CostingBillingAccounts ReceivableAccounts PayableRevenue RecognitionProject AccountingFinancial Analysis
Soft Skills
Attention to DetailOrganizational SkillsCommunication SkillsCollaborationRelationship Building
Industry Keywords
Professional ServicesConsultingProject-Based EnvironmentFinancial OperationsClient Finance
About the role
Key responsibilities & impact- Manage financial requirements for an assigned portfolio of clients
- Prepare client-specific financial reporting and final reconciliation
- Monitor client revenue and vendor expenses for accurate billing, revenue recognition, and project reconciliations
- Partner with client-facing teams to provide financial guidance and identify risks
- Support decisions regarding revenue recognition, vendor spending, and project economics
- Manage accounts receivable, including timely and accurate invoicing and collection issues
- Review and validate vendor invoices against project budgets
- Produce accurate and balanced financial reports
- Identify and escalate budget overruns, write-offs, unusual spending patterns, tax considerations, and other financial risks
Requirements
What you’ll need- 2–4 years of relevant experience in finance, accounting, client finance, project accounting, billing, or related financial operations
- Experience within a professional services, consulting, agency, or project-based environment preferred
- Bachelor’s degree or diploma in Finance, Accounting, Business Administration, Commerce, or related field, or equivalent combination of education and relevant experience
- Working knowledge of budgeting, forecasting, job costing, billing, accounts receivable, accounts payable, revenue recognition, and financial reporting
- Strong analytical and problem-solving skills
- Exceptional attention to detail and ability to identify discrepancies, financial risks, and improvement opportunities
- Strong planning and organizational skills; ability to manage multiple client priorities and meet deadlines
- Excellent verbal and written communication skills
- Ability to build relationships, collaborate across teams, influence decisions, and communicate financial information clearly
- Eligible to work in Canada without visa sponsorship
- Ability to work EST hours
Benefits
Comp & perks- Flexible PTO
- Summer Fridays
- Paid parental leave (up to 16 weeks for birthing parents)
- Closed from Christmas to New Year’s
- Comprehensive medical benefits
- Free premium access to the Calm app
- 401(k) with a 3% company contribution (US Only)
- Life insurance
- Long-term disability coverage
- AD&D coverage
- Professional development fund ($500)
- Continuous learning programs
- Company-provided laptop and accessories
- Monthly Wi-Fi and cell stipend
- ChatGPT Enterprise Access
- Exclusive discounts through Perkopolis