Associate Director, Client Finance

The Role

The Associate Director, Client Finance at Wpromote is responsible for optimizing financial performance and empowering internal departments via strategic financial support. This role involves supporting the Director of FP&A and CFO by collaborating with cross-functional teams, and ensuring top-tier financial service to maximize profitability at the agency level. The position requires strong financial expertise and leadership to support account teams and deliver exceptional results.

At Wpromote, we believe that great work is only possible with great people. Our goal is to build a better, more inclusive work environment and support our people at every stage of their careers by prioritizing a strong work-life balance through our policies and benefits listed below. As a Best Place to Work according to both Ad Age and Glassdoor and Adweek’s Fastest Growing Digital Agency, we are moving fast to expand our teams and bring new experts into the fold to keep pushing the boundaries of what’s possible in marketing.

We offer:

-Remote-first culture

-Unlimited PTO

-Extended Holiday break (Winter)

-Flexible schedules

-Work from anywhere options*

-100% paid parental leave

-401(k) matching

-Medical, Dental, Vision, Life, Pet Insurance

-Sponsored life insurance

-Short Term Disability insurance and additional voluntary insurance

-Annual Class Pass credits and more!

The anticipated annual salary for this role will range from $129,400 - $155,000, based on consideration of a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education and certifications, competitive benchmarks, scope of responsibility, market dynamics, geographic location, and respective state’s salary threshold for exempt employees. The total compensation package for this role will include benefits (listed above) and an annual performance bonus.

This role has an associated annual target bonus component which is paid out based on a number of factors which include Company performance, department performance, and individual performance. Bonuses are not guaranteed and you must be an active employee in good standing and not on a Performance Improvement Plan to be eligible for the annual bonus.

*This role can be performed remotely; however, preference will be given to candidates located in the Pacific Time Zone.

**This position is not eligible for immigration sponsorship

Important Notice: Beware of Job Scams

Wpromote recruiting communications will only be sent through our official channels via wpromote.com email addresses. If you see a posting elsewhere that is not reflected on Wpromote.com/careers, it may be a fraudulent posting. We do not require payment or fees during the hiring process nor do we request sensitive information, such as Social Security numbers or payment details. Please safeguard yourself against possible scams and contact us if you encounter any suspicious activity.

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You Will Be

• Partner with Client Service, Sales, and other departments to develop client SOW contracts and change orders aligned with priorities and staffing needs
• Oversee budget tracking, SOW tracking, and resource allocation reporting; provide regular financial updates to teams
• Collaborate with Client Service to ensure accurate and timely billing for agency fees
• Provide financial consultation to cross-functional teams, including during kickoff meetings, monthly tracking, billing, and actualization
• Recommend incremental scope and staffing adjustments based on performance and business needs
• Develop accurate recruiting forecasts and succession plans in partnership with Resource Management and POPS
• Assist in pricing and negotiation of client fee agreements
• Identify and implement process improvements within the Finance department
• Support the annual budgeting process to align with company strategic goals
• Collaborate with senior leadership to develop long-term financial models and forecasts to monitor performance and support organizational success
• Prepare monthly, quarterly, and annual financial reports and forecasts to support strategic decision-making
• Analyze key financial metrics and provide insights to improve profitability and efficiency
• Develop dashboards and KPIs to track business performance
• Optimize financial planning and analysis processes for greater accuracy and efficiency
• Implement and manage financial systems and tools to support analysis and reporting

You Must Have

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5-7+ years of experience in financial planning and analysis or client finance, with at least 2 years in a managerial role
• Strong knowledge of Media Planning, SEO, SEM, Programmatic, Social, Analytics, and Technology
• Knowledge of rate card development
• Ability to align financial plans with business goals
• Strong analytical and problem-solving skills
• Proficient in financial modeling and experienced with forecasting tools (e.g., Excel, Tableau, PowerBI)
• Experience with various ERP and financial systems (NetSuite preferred)
• Ability to thrive in a dynamic, fast-paced environment
• Excellent communication and presentation skills, with the ability to influence stakeholders
• Proven leadership and team management capabilities

Nice to Have

• Experience with Google Sheets and Google Suites 
• Experience in digital marketing, advertising, or other services

Wpromote is committed to bringing together individuals from different backgrounds and perspectives, providing employees with a safe and welcoming environment free of discrimination and harassment. We strive to create a diverse & inclusive environment where everyone can thrive, feel a sense of belonging, and do impactful work together. As an equal opportunity employer, we prohibit any unlawful discrimination against a job applicant on the basis of their race, color, religion, gender, gender identity, gender expression, sexual orientation, national origin, family or parental status, disability*, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate. We respect the laws enforced by the EEOC and are dedicated to going above and beyond in fostering diversity across our workplace.

Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Wpromote.

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. For more information on E Verify, or if you believe that your employer has violated its E-Verify responsibilities, please contact DHS.