Client Finance Job Description

Client Finance Job Description

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Client finance provides in-depth knowledge of the Microsoft Dynamics application and evaluates financial processes against the standard Microsoft Dynamics functionality.

Client Finance Duties & Responsibilities

To write an effective client finance job description, begin by listing detailed duties, responsibilities and expectations. We have included client finance job description templates that you can modify and use.

Sample responsibilities for this position include:

Support all aspects of the Reporting processes, including opportunities to build efficiency and enhanced control measures
Liase with back office functions connected to, for example, closing and funding, wires, payments, settlements
Provide research, analysis, and data (market, industry, client, competitor) to support NCG advice on the optimal amount of bank debt required to meet strategic objectives with each client relationship
Managing the client experience by putting our customers at the centre of everything and representation of our brand
Proactively provide customer service and support throughout the finance application process and provide competitive and bespoke solutions, which put our client's needs first
With support from management, own, drive and take responsibility for your personal development
The ability to apply long term or strategic thinking and drive innovation through team collaboration and entrepreneurial thinking
Solutions and result driven with a track-record of exceeding targets, preferably in a sales or revenue generating environment
The candidate will interact with various levels of management across the organization with external clients
Serve as a liaison with internal and external auditors

Client Finance Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Finance

List any licenses or certifications required by the position: CDCS, CFA, CITF, RE, CSP, ISO, AAF

Education for Client Finance

Typically a job would require a certain level of education.

Employers hiring for the client finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Finance, Accounting, Education, Business, Graduate, Economics, Marketing, MBA, Communications, Secondary Education

Skills for Client Finance

Desired skills for client finance include:

Microsoft Excel
SAP
Contractual arrangements
Key strengths
Opportunities
Microsoft Dynamics AX R3
Client's business models
Excel
Financial reporting systems
MS Office

Desired experience for client finance includes:

8 Years Full Time Sales Experience with quota carrying / commission history and successful face-to-face sales experience
Expectation setting and interpersonal skills required
Extensive experience selling complex financial and leasing transactions
10+ years’ experience in medium to large-ticket equipment leasing
Lending experience /legal contract experience a plus
1-2 years Agency Production and/or Client Finance experience

Client Finance Examples

1

Client Finance Job Description

Job Description Example
Our growing company is hiring for a client finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client finance
  • Provide ad-hoc analytical support to numerous internal and external parties
  • Gather and report performance metrics for the month
  • Actively encouraging and supporting Cycles of Experience
  • This is a management position with regional responsibilities including leading a team in Client Incentive Operations
  • This leader will continuously improve the communication, tools, and the controls framework used for assessment and communication of financial impacts of client incentive arrangements
  • Perform monthly reconciliations and analyze any variances
  • Gather information and data to create forecasts and monthly projections
  • Supervise and manage account teams to ensure proper review and accuracy
  • Coordinate and interact with various teams and groups to provide information for client and external audits
  • Offer direction and guidance for agency staffing fee proposals for various clients
Qualifications for client finance
  • Audit or statistical reporting experience desirable
  • Candidate must be self-motivated, ability to function well independently in a team, and comfortable in a fast-paced and dynamic environment
  • Candidate will interact with various levels of management across the organization with external clients
  • A working knowledge of standard client accounting procedures as it applies to advertising finance
  • Undergraduate degree (preferably in Finance, Accounting or Business)
  • Be fluent in written and spoken English and Chinese Mandarin is preferred
2

Client Finance Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client finance. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client finance
  • Responsible for fee reconciliations and the supporting schedules utilized for revenue recognition of the General Ledger accounts
  • Manage internal database including client agreements and contract compensation terms
  • Lead team meetings and keep staff updated with projects and deadlines
  • Collaborate with Client Account Teams
  • Maintenance of client invoicing and cash applications
  • Analysis of project expenses to budget
  • Reconciliation of hourly time reporting, project cost transfers, project completion percentage
  • Generate revenue pipeline forecasting and risk assessment
  • Annual Communications Plan
  • Execute scoping and Statement of Work (SOW) process, including IWOs, Fee SOW Summaries, POs, RL # receipt and audit support
Qualifications for client finance
  • Strong financial acumen, including financial analysis, modeling, forecasting and reporting
  • Comfortable working in a fast-paced, multi-task environment
  • Ability to interpret, analyze and recommend solutions
  • Interacts effectively and respectfully with others in the workplace
  • Knowledge of Financial Services and Payment Products Industries
  • Knowledge and experience working with impacts of Foreign Currency Rates on Financial Results
3

Client Finance Job Description

Job Description Example
Our company is growing rapidly and is looking for a client finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client finance
  • Coordinating, maintaining proficiency, and providing training on DDS / SAP related technical knowledge and applications
  • Lead daily financial conversations for client business and become knowledge expert on key global issues
  • Analysis of financial statements and operating trends
  • Gather information and perform profitability analysis
  • Identify and improve key processes
  • Track billing and invoices
  • Responsible for deferred revenue
  • Communicate with clients and monitor vendor costs
  • Providing both Infrastructure Finance and Group Finance Senior Management with Chief Financial Officer (CFO) Briefings on WD+3 on Infrastructure Service Relationship allocations to Front Office areas, providing both high level and more detailed information on cost drivers and future performance against defined comparatives
  • Providing Financial briefings on Service Relationship expense and Direct Compensation costs to Senior Management within Front Office CFO, COO & CAO areas as required in advance of the business Performance Review Meetings (PRMs) with Group Board members
Qualifications for client finance
  • Strong leadership and people management experience required
  • Must be able to build effective partnerships with stakeholders and demonstrate strong communication skills (oral and written)
  • Proven ability to motivate and inspire teams to drive results
  • Proactive approach to identifying and resolving potential issues
  • Self-driven and comfortable working in a fast-paced dynamic environment
  • Solid accounting technical skills
4

Client Finance Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client finance. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client finance
  • Engaging with the Infrastructure Finance Director community, Business Area CFO, COO & CAO community to address key financial considerations in conjunction with Group Finance
  • Raising any concerns expressed by Front Office Clients around Service Relationship expense to Senior Infrastructure Finance for actions and facilitating resolution where possible
  • Acting as the single point of contact to CFOs and respective Front Office COOs and as a conduit for providing updates on Infrastructure Finance initiatives to Front Office clients, providing information and using key relationships to attain buy-in and support where required
  • Attending NCOU Cost Committee as Service Provider representative, co-ordinating issues with the relevant people within the wider Infrastructure Finance team
  • An accountancy qualification with relevant work experience
  • The ability to build strong relationships and have good communication skills
  • Secure client P.O
  • Provide day-to-day operational support to the management team
  • Prepare our annual budget and quarterly forecasts
  • Maintain compliance with Sarbanes Oxley Act requirements and liaise with internal and external auditors
Qualifications for client finance
  • Must demonstrate strong leadership and communication skills
  • Team player with the ability to establish strong relationships with business partners
  • Must be self-motivated and comfortable working in a fast-paced dynamic environment
  • Attention to detail and diligence in driving results
  • Bachelor’s degree in either Finance, Accounting or Economics is a must
  • Commercially minded with a good FS Industry understanding desirable
5

Client Finance Job Description

Job Description Example
Our growing company is looking for a client finance. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client finance
  • Supervise staff accountant
  • 7+ years of finance experience in an agency setting, PR experience is a plus
  • Great at multitasking with an ability to complete multiple projects at a time
  • Keen emotional intelligence and client relationship skills, experience working with high touch clients
  • Ability to clearly present ideas both verbally and in writing
  • Work closely with HR to track internal and external bench, assess needs and fit, and manage HR requests such as performance templates, promotion recommendations
  • 3+ years of related experience in Media Advertising
  • You will have to build a long term relationship with clients
  • Support NCG relationship managers in the preparation and presentation of marketing pitches to existing and potential clients under direction of Director NCG Finance
  • Provide analysis and support to Director NCG Finance and NCG Finance colleagues for NCG advice on risk and return associated with loan transactions contemplated as part of client strategies
Qualifications for client finance
  • A strong relationship builder with a reputation for integrity and evoking trust and openness in Partners, colleagues and team members alike
  • Action orientated, with a focus on continuous improvement in all areas of their work
  • An able presenter / trainer
  • Demonstrates high energy and productivity, and able to deliver quality results with a challenging but positive and influencing style
  • Committed to developing mutually supportive relationships with the wider Business Development and Finance teams and able to effectively utilise the expertise available
  • Highly motivated management team member with experience cultivating relationships inside and outside of primary organization

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