Client Finance Analyst

Responsibilities

• Generate client billing for assigned clients
• Open, close and manage projects in coordination with account team
• Provide financial support to client account teams and monitor client budgets on a project basis
• Provide financial information to various departments and clients as required
• Provide client financial analysis with the review of monthly results, and summary of monthly billings and reconciliation
• Assist in the creation of project estimates, budgets, and client staffing plans, including calculating fees for client staffing plans
• Assume role of primary financial contact for account team and resource manager on assigned client business
• Generate professional financial reports for review with clients as directed by account team
• Provide complete journal entries, time entry transfers and provide invoicing instructions
• Reconcile labor hours on client projects
• Secure client P.O. or necessary work/payment authorizations and ensure adherence to contract billing policies and workflow procedures
• Monitor accounts receivable status and follow-up on aged balances with client
• Lead and participate in financial meetings
• Participate in the coordination and submission of all internal and external periodic reporting to parent company (actuals, budgets, re-forecasts, balance sheet variance analyses, interest, foreign currency, special year end reporting items/YE reporting packages)
• Prepare journal entries in relation to month end close
• Assist in inter-company payables and receivables
• Assist in all internal and external Audits
• Perform reconciliations and analyses of key accounts and coordinate activities with the treasury and accounts payable department
• Assist with Ad Hoc projects as assigned

Qualifications

• Bachelor’s degree with a accounting background
• 3-5 years of related financial analysis and/or accounting experience, preferably within an advertising, marketing, PR or service industry environment
• Finance/Accounting knowledge (Balance Sheet, A/R, P&Ls, etc.)
• Possess an understanding of basic accounting principles
• Critical Thinker/ Problem Solver - identify alternative solutions, conclusions, or approaches to problems
• Organized with ability to prioritize and meet deadlines
• Proficiency in Microsoft Office with intermediate Excel experience, creating and using complicated spreadsheets are part of everyday work
• Excellent written and verbal communication skills, including the ability to respond effectively and professionally to the most important inquiries
• Self-motivated with a strong sense of ownership

Experience with NetSuite is strong indicator of success

Salary Range

Our estimated range for this role is $65k - $80k

Compensation packages are based on the skill level and experience each candidate brings to their role. There may also be a more senior or junior position available that could be a better fit with your expertise. Each level has its own compensation range.

We pride ourselves on competitive salaries, and ensuring pay equity exists across our organization. We benchmark each position against existing employee competencies and 4As compensation data which includes geographic and agency size benchmarks. We also meet with department leaders 3x/year to ensure we are supporting employees in living into their full potential.  Our promotions are not limited to a specific time per year. Promotions are tied to performance.  

Right To Work In The US

You must be authorized to work in the US for any employer.  At this time, we are not sponsoring or providing assistance with obtaining work authorization.

McKinney is a place where everyone can grow. Studies have shown that marginalized communities  such as women, LGBTQ+ and people of color are less likely to apply to jobs unless they meet every single qualification. However you identify, and whatever background you bring with you, please apply if this is a role that would make you excited to come into work every day.

We are in the office Tuesday/Wednesday/Thursday on a hybrid schedule. We look forward to meeting you!

Role Overview

The Finance Manager, FP&A is responsible for leading financial planning, analysis, and operational finance for the Canadian business within a service-based advertising and technology-enabled agency environment. This role is the primary finance partner for Canada, ensuring strong financial governance, accurate reporting, and actionable insight to drive performance.

Reporting into the US-based Head of Network Finance for the Cheil Agency Network, this position works cross-functionally with Canadian leadership and global finance stakeholders, supports treasury and payroll operations, and ensures Canadian compliance
(tax, audit, and statutory requirements). The role provides financial analysis and deal support while escalating commercial terms and high-value approvals per established leadership thresholds.

Key Responsibilities

Financial Planning & Analysis (FP&A)

• Own monthly, quarterly, and annual forecasting and budgeting processes for the Canadian business.
• Deliver executive-ready reporting packages with clear variance analysis, forward- looking insights, and performance commentary.
• Build and maintain financial models for revenue, resourcing, utilization, and profitability in a service-based delivery model.
• Partner with operational leaders and account teams to monitor margin performance,
  cost drivers, and delivery health.

Financial Reporting, Close, and Controls

• Oversee the monthly close process in NetSuite for the Canadian entity, ensuring accuracy and timeliness of the P&L and balance sheet.
• Maintain strong balance sheet discipline including reconciliations, accruals, and working capital oversight.
• Ensure alignment with network reporting requirements and support consolidation needs for US-based finance leadership.
• Maintain and enhance internal controls, policies, and documentation to support audit readiness and compliance.

Treasury & Cash Management

• Manage day-to-day treasury operations including cash forecasting and liquidity planning.
• Oversee foreign exchange exposure and related processes (e.g., FX monitoring, execution support, and reporting).
• Collaborate with AR/AP stakeholders to optimize cash flow, reduce aging, and mitigate financial risk.

Payroll & People

• Oversee payroll administration through ADP, ensuring accurate and compliant processing across provinces.
• Partner with HR on headcount planning, compensation forecasting, and benefits coordination as required.
• Ensure payroll practices align with applicable provincial requirements and internal policy.

Tax, Audit & Compliance

• Manage Canadian tax compliance, including GST/HST/QST filings and coordination of corporate tax requirements with external advisors.
• Ensure compliance with multi-province legal and regulatory considerations relevant to finance operations.
• Serve as the primary finance contact for both internal and external auditors and advisors for Canadian audits/reviews; coordinate PBC requests and drive timely completion.
• Support year-end statutory reporting and filings as needed.

Contracts, SOW/MSA Review & Commercial Support

• Review Statements of Work (SOWs) and certain Master Service Agreements (MSAs) for financial risk, operational feasibility, and margin implications.
• Provide deal economics analysis (e.g., staffing assumptions, cost-to-serve, margin expectations) and present recommendations to leadership.
• Escalation/Approvals: Anything over $500K must be escalated to Head of Network Finance and Cheil Agency Network General Counsel

Systems, Data & Process Improvement

• Act as a key Canadian finance systems owner/user for NetSuite and ADP, ensuring data integrity and reporting accuracy.
• Apply strong data analytics capabilities to improve insight, reporting quality, and forecasting accuracy.
• Identify and implement process improvements and automation opportunities across reporting, close, and planning cycles.

Qualifications & Experience

• Bachelor's degree or Canadian equivalent in Finance, Accounting, Business, or a related field (CPA strongly preferred).
• 7+ years of progressive finance experience, ideally within an advertising agency, professional services, or tech-enabled services organization (service-based delivery model).
• Proven ability to manage and develop an integrated finance team, driving collaboration across FP&A, accounting, and operational finance.
• Demonstrated success working in an international / inter-country environment, including reporting into US-based leadership and operating in a matrixed organization.
• Strong understanding of financial statements with deep expertise across P&L and balance sheet drivers (and their impact on cash/working capital).
• Working knowledge of Canadian taxation (including GST/HST/QST) and experience coordinating tax compliance with external advisors.
• Experience supporting audit processes (internal and external), including strong documentation, control discipline, and PBC management.
• Experience reviewing/working with SOWs and MSAs in a client services environment.
• Systems proficiency: NetSuite and ADP, plus advanced Excel and financial modeling skills.
• Strong data analytics capability; able to synthesize large datasets into meaningful insights and recommendations.
• Excellent executive presence with strong presentation skills—able to communicate complex financial topics clearly to non-finance stakeholders.
• Ability to travel occasionally (limited) for leadership meetings, planning cycles, or audit-related needs.

Key Competencies

• Strategic, business-partner mindset with strong judgment and accountability.
• Highly organized, deadline-driven, and comfortable operating with autonomy.
• Confident communicator who can influence across functions, levels, and geographies.
• Proactive problem solver with a continuous improvement orientation.
• Comfortable in a fast-paced, creative agency environment while maintaining financial rigor.

Salary Range

Our estimated compensation for this role is $90,500 - $125,000 CAD

Right To Work In Canada

You must be authorized to work in Canada for any employer.  At this time, we are not sponsoring or providing assistance with obtaining work authorization.

McKinney is a place where everyone can grow. Studies have shown that marginalized communities  such as women, LGBTQ+ and people of color are less likely to apply to jobs unless they meet every single qualification. However you identify, and whatever background you bring with you, please apply if this is a role that would make you excited to come into work every day.

We are in the office Tuesday/Wednesday/Thursday on a hybrid schedule. We look forward to meeting you!