Director, Client Finance
BerlinRosenAbout the role
ABOUT ORCHESTRA
Orchestra is a new communications company that helps brands and organizations reach audiences in a more effective and precise way. Its growing team of 700+ storytellers and strategists is shaping what's next in communications, with experience that spans consumer, technology, climate and sustainability, education, healthcare, philanthropy, real estate, travel, hospitality, and arts and culture, to name a few. Since 2022, it’s acquired nine firms, including: BerlinRosen, Civitas Public Affairs Group, Derris, Glen Echo Group, Inkhouse, M18, Message Lab, Onward and Small Girls PR. It also launched Brightmode, a talent acquisition firm for communications professionals. Learn more at: www.orchestraco.com.
People of color, people with disabilities and women are strongly encouraged to apply. Orchestra is committed to building and maintaining a diverse staff, and recognizes that its continued success depends on hiring and retaining high-quality creative professionals with a variety of backgrounds and experiences. Opportunities for advancement exist, and we are committed to helping all staff develop and grow.
ABOUT THE ORCHESTRA FINANCE TEAM
The Orchestra Finance Team oversees financial results and works with our teams on client finance, growth strategies and the overall financial health of the company. We are responsible for the successful integration with our new partner companies as well as any future acquisition activity.
We work with management and other key agency stakeholders to drive profitability and monitor key performance indicators. We are growing a team of experienced finance professionals, change agents, Excel masters and complex problem-solvers to collaborate cross-functionally to assess financial strategies, systems and processes in an effort to drive the full-cycle financial health of all our clients.
ABOUT THIS ROLE
Orchestra is seeking a highly skilled and experienced Director, Client Finance. This is an excellent opportunity for a solutions-oriented and analytically minded individual who approaches work with a sense of possibility, sees challenges as opportunities and has a relentless passion and curiosity for process improvement.
In this role you will provide financial leadership, mitigate business risks, partner with leaders of the business and take on projects that are central to our short and long-term growth & profitability initiatives. This position is part of a dynamic team that works in a fast-paced environment where keen attention to detail and the ability to work nimbly and cross-functionally are crucial to success.
Role location: This role is based in our New York, N.Y. or Washington, D.C. office on a hybrid basis. The Finance team is in-office at least 3 days per week.
ACCOUNTABILITIES AND QUALIFICATIONS
As a Director, Client Finance on the Finance team, you will…
- Develop and present monthly & quarterly management reporting (i.e. dashboards, P&Ls overservicing, etc.), forward projections and insightful variance explanations to executive leadership
- Proactively identify opportunities and provide strategic counsel to managing directors on business decisions—anything from capacity management and client profitability to new business proposals
- Help develop and implement an integration plan for the financial operations of acquisitions and ensure financial integration supports the overall business strategy including systems, processes and controls
- Maintain client-level financial forecasts for new acquisitions in addition to the digital business unit; indicate when new headcount may be needed and provide all financial modeling
- Create and lead reports that help identify areas of improvement across practices and/or clients; suggest fixes that would drive improvement beyond one account
- Lead annual budgets with YoY analysis and modeling
- Review expenses, AR, pre-billing and WIP for managed practices
- Actively manage vendor selection and relationships, including any and all system implementations with the wider finance team
- Work with other operations and client teams to identify, design, implement and manage policy and process updates/implementations
- Proactively drive ad hoc strategic and operational analyses or projects
- Mentor & train the clie
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