Client Finance Manager
ChangeUp · Lewisburg, TN
Job description(tap to read)
Client Finance Manager Location Dayton/Cincinnati, OH hybrid preferred, or Remote for the right candidate Are you looking for a change? – Be our next great Client Finance Manager! #changeistheanswer ChangeUp was founded to be a different kind of agency – one deep in experience and world-class service, but nimble and agile. We're about connections and collaborations – among ourselves, and with our clients. We're known for our culture and the outstanding solutions we provide. We believe: Change is not a risk, it's the answer. We are: Thinkers, makers, poets, and futurists who unlock the unexpected. Be the change! The Client Finance Manager serves as the project accountant and subject-matter expert for the financial performance of assigned clients and projects. It's a hands-on role managing projects against scopes of work, including all aspects of budgeting, revenue recognition, projections, financial analysis, and workflow. Reports to the CFO; individual contributor. As a Client Finance Manager, you will… • Partner with our client relationship managers to facilitate financial oversight of client projects • Using Smartsheet, be responsible for tracking all aspects of assigned client projects, including budgets, vendor costs, pass-through expenses, net revenue forecasts, and billing • Prepare revenue forecasts and financial roll-ups for monthly account reviews • Manage project workflows in our ERP, Sage Intacct • Perform trend analysis and prepare reports to ensure contracts are within negotiated and agreed-upon scope parameters and cost control guidelines • Oversee client procurement portals when necessary, including client contracts, invoice submission and approvals • Create and maintain a clear audit trail of all client financial activity within industry and accounting guidelines • Closely coordinate client revenue recognition, billing/invoicing, and cash collections between client relationship managers and Accounting • Track and maintain employee project expenses and hours, and all project-related vendor costs, including purchase order tracking, budgeted vs. actual vendor cost analysis, and correlated client profitability impacts • Work collaboratively with other areas of the business to ensure workflow integrity • Support the CFO with ad-hoc projects We'd love to hear from you if you have: • A Bachelor's degree in Accounting, Finance, or equivalent experience • A minimum of 5 years relevant professional experience • An understanding of fixed fee (deliverable-based billing) project accounting under ASC 606 • Experience with Sage Intacct and Smartsheet strongly preferred • Advanced MS Excel skills including a wide variety of functions, formulas, and pivot tables • Comfort with high project volumes (600-1,000 per Client Finance Manager) and large datasets • A strong orientation toward proactivity, analysis, organization, and self-motivation • Excellent verbal and written communication skills • A willingness to work in a team-first environment and learn quickly • Bonus Points if you have: • Experience in Architecture, Engineering, Branding, or Advertising Industries Are you ready to be the change? Apply today! ChangeUp is an equal opportunity employer of all qualified individuals. We look at diversity through the lens of gender, race, ethnicity, sexual orientation, religion, and age… and also through cultural backgrounds, life experiences, thoughts, and ideas. We believe diversity enhances our work culture as well as improves the quality of our work. Quality of work and innovation both grow as a result of the encouragement of new ideas and perspectives. We believe in creating the best possible workplace to foster best-in-class design… that includes, and emphasizes, a work-life balance! Our people are our foundation. We offer a comprehensive benefit plan, flex and remote working, Summer Fridays, a generous holiday schedule (including your birthday off), wellness plans (financial, mental, and physical), volunteer opportunities, and professional development. We are looking for professionals with passion for what they do, and a desire to see their work come to life for some of the best-known brands in the retail and restaurant industry.
Customer Service Enrollment Specialist - Remote
American Income Life - Giddens Organization · Abilene, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Insurance Sales Representative - Work From Home
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Call Center Rep Work From Home
American Income Life - Giddens Organization · Abilene, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.
Remote Customer Service/Advisor
American Income Life - Giddens Organization · Slaton, TX
Benefits Representative 100% Virtual • 65,000-80,000 • 40 Hours per Week • Actively hiring Crafting Brighter Futures for Families At the forefront of specialized financial services, we help families safeguard their assets and promises a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of Globe Life, embodying our values and commitment. Primary Responsibilities: • Engage with clients to understand their financial goals and concerns. • Present tailored solutions to safeguard their assets effectively. • Maintain a pulse on the industry, ensuring you offer the best and most updated advice. • Foster relationships and ensure our clients always have someone they can turn to. Why Us? • Remote Work: Enjoy the flexibility of a full-time remote role. • Unlimited Earning Potential: Your dedication determines your earnings. • Company Culture: We're relaxed, high-energy, and treat every member like family. • Grow with Us: Dive into continuous learning and development opportunities. Application Process: 1. Submit Your Application: A hiring manager will review your application & resume and get back to you within 24 hours. 2. Schedule Company Overview: Select applicants will be contacted to schedule a position overview, detailing everything you need to know about the job details and your responsibilities. This 20-30 minute session is typically* done virtually for your convenience. 3. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. Following the overview you'll be prompted to complete a brief assessment to gauge your understanding and compatibility with the position.