Financial Services Director
14 hours ago
At CMI Media Group, we are dedicated to delivering exceptional financial services to our clients.
The Financial Services Director plays a crucial role in leading the Client Finance department, ensuring the highest quality of financial service to our clients.
This position involves providing leadership and guidance for administrative and staff functions, including financial flow, billing, reporting, resource planning, organizational learning, staff development, and process improvements.
Key Responsibilities:
- Standardization and optimization of processes for client billing and financial reporting
- Developing client scope of work (SOWs) contracts independently
- Partnering with CMI account teams and internal departments on pricing scenarios, annual forecasting, and updates
- Overseeing the management of budget trackers, SOW trackers, actual hours/expenses vs. estimated, staffing hours, and aging reports
- Providing financial consultation to cross-functional teams regarding financial kick-off, monthly estimate vs actual tracking, billing, and actualization
- Ensuring client staffing resources are aligned with current SOWs and providing recommendations for adjustments
- Developing accurate staff recruiting forecasts for client teams, including succession planning, organic growth, and new business
- Overseeing the monthly billing process and approval for client invoicing
- Maintaining current client Purchase Order #s (PO#s) and investigating/resolving any issues
- Establishing client and/or capability specific processes to ensure efficiencies
- Performing routine human resource administrative tasks for Client Finance team (employment screening/interviewing, performance assessment, succession planning, onboarding plans, disciplinary actions)
Requirements:
- Bachelor's degree and/or 5-7 years of prior financial management or media experience and prior management and marketing/communications industry experience
- Strong knowledge and experience in all online and offline media functions (Media Planning, Search Engine Optimization (SEO), Search Engine Marketing (SEM), Programmatic Media Buying, Social, Analytics, Technology)
- Extensive understanding of marketing concepts, specifically in the pharmaceutical and patient markets
- Demonstrated ability to work cross-functionally, manage teams, and supervise professionals
- Strong Excel skills
- Strong project management skills and time management skills
- Ability to problem solve and provide alternative solutions
- Interest/passion to work with numbers/finances
We offer benefits that support a diverse workforce, such as parental leave, mental health support, and flexible working arrangements. We have a strong mentorship program and diversity training for managers & employees. Leadership training to guide new and existing managers on managing from a fair, empathetic, and flexible standpoint.
CMI Media Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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