About the Role
The role involves managing financial relationships with key clients, leading forecasting and budgeting efforts, and providing insights that support sustainable growth and profitability.
Responsibilities
- Lead financial planning and analysis for major client accounts
- Develop and maintain financial models to support client strategy
- Monitor client profitability and identify opportunities for improvement
- Collaborate with cross-functional teams to align financial goals
- Prepare executive-level financial reports and presentations
- Oversee contract financial terms and revenue recognition
- Drive client retention through financial health assessments
- Manage forecasting cycles and update projections regularly
- Identify financial risks and recommend mitigation strategies
- Support pricing strategy development for client engagements
- Ensure compliance with accounting standards and policies
- Partner with operations to optimize resource allocation
- Lead financial aspects of client onboarding and renewals
- Track key performance indicators and financial metrics
- Advocate for process improvements in financial workflows
- Coordinate audits and financial reviews as needed
- Provide financial guidance during client escalations
- Evaluate investment returns on client-specific initiatives
- Maintain documentation for financial policies and procedures
- Train team members on financial best practices
- Support M&A integration efforts involving client finance
- Align financial planning with organizational objectives
- Use data analytics to uncover financial trends
- Enhance transparency in financial reporting to stakeholders
- Contribute to long-term financial strategy development
Compensation
Competitive salary with performance-based incentives and comprehensive benefits package
Work Arrangement
Hybrid work model with flexibility based on team and client needs
Team
Collaborative environment focused on financial strategy and client success
Growth Opportunities
This role offers a path to senior executive leadership with exposure to strategic decision-making across the organization.
Technology Environment
Work with modern financial platforms including cloud-based ERP, BI tools, and automated reporting systems.
Client Engagement Model
Engage directly with high-value clients to shape financial strategy and ensure long-term partnership success.
Performance Expectations
Expected to deliver measurable improvements in client financial health and operational efficiency within the first year.
Collaboration Style
Work closely with sales, legal, and delivery teams to ensure financial objectives support client outcomes.
Available for qualified candidates
