Senior Director, Client Finance

Orchestra
New York +1 more
Hybrid

Who this role is best for

Aimed at senior finance professionals with agency or consulting experience who excel in cross-functional collaboration and process improvement.

Best fit for

  • Candidates with strong financial modeling and forecasting experience in agency or consulting environments
    — “Create and lead reports that help identify areas of improvement across practices and/or clients”
  • Individuals skilled in ERP systems like NetSuite and experienced in P&L and revenue recognition
    — “Experience in NetSuite or similar accounting/ERP packages (SAP, Anaplan, Oracle)”
  • Leaders who have managed teams in high-growth organizations and driven profitability initiatives
    — “History of effective team management and leadership, ideally within a high-growth and dynamic organization”

Things to consider

  • Requires in-office presence for at least 3 days per week in New York, N.Y.
    — “The Finance team is in-office at least 3 days per week”
  • Candidates must be capable of leading and mentoring junior finance staff
    — “Mentor & train the client finance team while driving the monthly revenue review process”

How to stand out

  • Highlight experience with financial integration during company acquisitions or expansions
    — “Help develop and implement an integration plan for the financial operations of acquisitions”
  • Showcase ability to create strategic financial reports for executive leadership
    — “Develop and present monthly & quarterly management reporting (i.e. dashboards, P&Ls overservicing, etc.)”
  • Emphasize leadership in cross-functional projects and process improvement efforts
    — “Work with other operations and client teams to identify, design, implement and manage policy and process updates/implementations”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Developed and presented monthly & quarterly management reporting
  • Identified opportunities and provided strategic counsel to managing directors
Typical background
FinanceAccountingBusiness Administration

Skills & requirements

Required

Financial AnalysisManagement ReportingStrategic CounselClient Profitability

Preferred

Project Management

About the role

Original posting from Orchestra via Greenhouse

ABOUT ORCHESTRA

Orchestra is a strategic communications and marketing company built for today’s complex and fragmented world. From decoding audiences to designing bold strategies, Orchestra integrates people, platforms, and stories that stick to help clients build lasting influence. The company offers programs that span from the highest level strategic business counsel through to tactical execution. Orchestra brings together 700+ people with experience across consumer and lifestyle, technology, nonprofit and philanthropy, real estate, sports, travel, hospitality, and more. Made up of leading firms 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, and Versus Media Group, a strategy-first political media team. Learn more at www.orchestraco.com.

People of all backgrounds and abilities 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 Senior 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. office on a hybrid basis. The Finance team is in-office at least 3 days per week.

ACCOUNTABILITIES AND QUALIFICATIONS

As a Senior 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 client finance team while driving the monthly revenue review process

Set expectations for junior staff and monitor delegated activities while inspiring and motivating others to perform well

Essential skills:

6+ years of experience in finance or accounting

Experience in NetSuite or similar accounting/ERP packages (SAP, Anaplan, Oracle)

Deep understanding of financial accounting, P&L, balance sheet management and revenue recognition methodologies

Strong financial analysis and planning skills with demonstrated business acumen

Ability to effectively manage workloads, prioritize and streamline tasks while juggling deadlines to ensure accuracy

Self-starter with a growth mindset who is equal parts doer and teacher

History of effective team management and leadership, ideally within a high-growth and dynamic organization

Ability to find the root cause of an issue and problem-solve for the long-term while working with or creating off-the-cuff solutions

Consulting and client service-oriented mindset with the ability to foster positive internal and external working relationships

Comfort working with multiple stakeholders and managing their expectations

Excellent verbal and written communication skills, including experience creating executive-level summary presentations

Preferred skills:

Agency or client services experience (advertising, PR, communications, media or legal)

Government contract experience

Working knowledge of media finance and operations

WORKING AT ORCHESTRA

Salary range (commensurate with experience and skills): $135,000-$145,000

#LI-BM1

#LI-Hybrid

Orchestra is the first communications company built for today’s media landscape. 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 communication professionals. Learn more at: www.orchestraco.com.

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Source: Orchestra careers (Greenhouse)

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