Client Finance Analyst

Operations (Finance, HR, IT, Administration)
US-NY-New York
Position Type
Full-Time Salary


Daggerwing - Recruitment Banner

We are seeking a Client Finance Analyst in our New York office! This person will be responsible for providing financial support to our client account teams. 

About the Job

This role will work closely with client account management teams to develop, monitor and manage client budgets for client marketing program activities and be responsible for supplying timely, accurate, concise and complete financial data. Additionally, this position will assist at times in the development of pricing for all new business and organic growth opportunities.


The Client Finance Analyst will report into the Controller and be an integral partner to our healthcare marketing agency and offshore studio account management teams. It is essential that the candidate is a positive and solutions-oriented role model who thrives in a fast-paced environment. The ideal candidate will have a solid financial grounding, strong attention to detail, and excellent organizational skills.


The ideal candidate will achieve success by:

  • Assuming ownership of all client SOWs on behalf of account management; managing and supporting the financial planning process across all account management teams including iterative updates to SOWs and budget
  • Maintaining and updating revenue trackers and generating weekly reports for internal review as well as for review with clients as directed by account management team
  • Monitoring client budgets and providing ad-hoc reporting (including review of actuals v. budget, etc.); ensuring key information is provided to appropriate individuals and teams regarding budgetary issues
  • Assisting in the preparation of pricing for new business opportunities, as needed; providing ongoing guidance to generate scopes of work and client proposals for new business
  • Delivering against all day-to-day, intra-agency requests  
  • Being aware of all existing financial processes and policies agreed upon by parent company and key client(s)
  • Representing agency as primary financial contact for parent company queries and requests



  • Bachelor’s Degree in Accounting or Finance
  • 3-5 years of experience in a client finance, accounting, or similar role
  • Excel whiz
  • Advertising/professional service experience preferred
  • Strong analytical skills
  • Superior communication and interpersonal skills 
  • Positive and professional approach
  • This position will be based in New York

About Daggerwing

Daggerwing Group is a global management consultancy helping executives accelerate growth by optimizing the intersection of business goals, customer needs and employee experience. Created through a merger effective as of January 1st, 2017, the firm integrates Ketchum’s leadership and change management consultancy, Ketchum Change, and Daggerwing Group, Omnicom’s management consulting resource for executives. The fundamental core of Daggerwing Group’s value is the ability to help Executives make and implement enterprise-wide decisions by viewing the business through the lens of the stakeholders whose behavior matters most – customers and employees. Daggerwing Group’s end-to-end capabilities are focused on operationalizing behavior change of customers and employees through three areas of service:

  1. Facilitating Executive alignment on a business vision centered on customer needs
  2. Organizational, operational and cultural change
  3. Creatively-inspired employee engagement and communications

Operating in North America, EMEA and Asia Pacific, Daggerwing Group has the ability to create a customized, global team of strategic expertise in Executive facilitation, enterprise-wide customer experience design, organizational change, research and analytics and creative employee communications campaigns.


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