WHO WE ARE
CBX is a brand agency built around the belief that meaningful connections drive strong brands. We bring strategy, creativity, and industry expertise together to deliver thoughtful solutions for our clients, while fostering a collaborative environment with room to grow and a few laughs along the way.
WHO YOU ARE
You are organized, analytical, and detail-oriented, with a strong sense of ownership and follow-through. You communicate clearly, collaborate well across teams, and turn complex financial information into practical, actionable insights.
THE GIG
The Client Finance Associate partners with Account Management and Finance to keep client financials accurate, current, and aligned with project activity.
- Maintain client financial documentation, including scopes of work, estimates, purchase orders, invoices, and financial trackers.
- Ensure estimates and financial-system records align with approved client documentation and billing requirements.
- Prepare and schedule client invoices for Account Management approval according to client specifications.
- Review project profitability, transaction detail, and significant variances with Account Management.
- Prepare month-end revenue accruals and deferrals, client financial summaries, and reconciliations.
- Manage missing purchase orders and accounts receivable follow-up, documenting communications and status updates.
- Support monthly revenue forecasting and budgeting by client.
THE EXPERIENCE YOU BRING
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
- Strong working knowledge of general accounting principles and client or project financial processes.
- Proficiency in Microsoft Excel, Word, and PowerPoint, with the ability to learn financial systems quickly.
- Excellent organization, communication, judgment, and attention to detail, with the ability to manage multiple deadlines.
WHAT SUCCESS LOOKS LIKE
- Client estimates, purchase orders, invoices, and financial records are accurate, aligned, and current.
- Billing, month-end revenue activity, and reconciliations are completed accurately and on schedule.
- Project profitability and financial variances are clearly communicated and resolved with Account Management.
- Outstanding receivables and missing documentation are followed through proactively and consistently.
