• Lead financial strategy for client accounts, ensuring healthy margins, accurate forecasting, and alignment with agency revenue goals. • Oversee AR and AP processes, ensuring timely invoicing, collections, vendor payments, and financial accuracy across all client engagements. • Partner with Accounting to reconcile revenue, expenses, and month‑end close activities. • Collaborate with HR and workforce management tools to analyze labor costs, utilization, capacity, and staffing models. • Build and maintain financial dashboards, reporting frameworks, and forecasting models that support executive decision‑making. • Provide financial guidance to SAMs, PLs, department heads, and other leaders on pricing, scopes, burn rates, and profitability. • Monitor client budgets, pacing, and contract compliance to prevent over‑delivery and protect margins. • Lead annual budgeting, quarterly reforecasting, QBR financial preparation, and end‑of‑year closing processes in partnership with leadership. • Develop and refine financial policies, controls, and workflows that support operational excellence. • Serve as the primary point of contact for financial audits, compliance reviews, and external accounting partners. • Identify financial risks and opportunities, proactively recommending solutions to improve efficiency and profitability. • Train internal teams on financial literacy, budget management, and best practices for scope discipline.