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Targetbase · 1 day ago

Client Finance Consultant

Irving, TX

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Targetbase is part of Omnicom Precision Marketing Group, focusing on delivering targeted customer experiences. The Client Finance Consultant will support financial reporting, analysis, and management for client business, collaborating with account leaders to ensure fiscal performance and compliance.

AdvertisingAnalyticsDigital MediaDirect Marketing

Responsibilities

Collaborate closely with account leaders team to effectively manage client financials

Proactively consult account lead & team on current and trending business performance and client financials, and make recommendations for growth, portfolio health and overall fiscal performance to drive results and align with company goals

Manage client billing process and reporting

Review and approve client contracts and Statement of Work (SOW) pricing

Work strategically with account leads to ensure healthy client financials, portfolio performance, expense-planning, KPI performance, and company & corporate governance adherence

Partner with Account & Project Management teams in revenue projection assembly and revisions

Assist in month-end and year-end close processes, including reconciliations and journal entries

Execute Accounts Payable function, including invoice coding and vendor disbursements

Prepare and analyze financial reports such as general ledger actuals, Statement of Work (SOW) tracking, and client reconciliations ensuring accuracy and compliance with accounting principles

Partner closely with Account leaders to ensure healthy cash flow management

Assist in setting & driving performance goals for assigned client accounts/book of business

Assist with internal and external audits

Ad hoc reporting & analysis for the Finance or Account team, as needed

Qualification

Financial reportingFinancial analysisClient billing processMicrosoft Business Dynamics AX/D365Microsoft Office expertiseAnalytical skillsEffective communicationOrganizational skills

Required

Bachelor's degree in accounting or finance with 2-4 years (internships count!) of professional work experience, or equivalent overall applicable work experience

Microsoft Office expertise (with heavy emphasis on Excel)

Effective communicator, capable of working with agency executives and demonstrated ability to translate financials clearly to all audiences

Proactive, organized, detail-oriented, with a strong work ethic

Able to multitask, prioritize work, and meet multiple deadlines

Excellent analytical and problem-solving skills

Overtime as necessary

Candidates must local to the DFW area and willing to be onsite in the Irving office 3 days a week