Saatchi & Saatchi Wellness is a company dedicated to inspiring a healthier world through strategic consulting and marketing for pharmaceutical and wellness brands. The Business Manager role involves supporting financial operations of client accounts, ensuring accurate budgeting and forecasting, and maintaining financial data integrity while collaborating with various teams.
Responsibilities
- Assist in developing and maintaining client budgets, scopes, and fee trackers in partnership with account and project management teams
- Support monthly and quarterly forecasting by updating data inputs, preparing variance analyses, and identifying potential risks or gaps for review with the Client Finance Manager
- Participate in monthly revenue processes, including revenue recognition preparation, accrual calculations, and maintenance of supporting documentation in line with agency accounting standards
- Review draft SOWs, estimates, and change orders for financial accuracy and internal compliance before Manager review
- Assist in tracking scope changes, budget shifts, and out-of-scope indicators; escalate findings to account and finance leadership
- Maintain rate card and pricing documentation and support the preparation of pricing analyses or client-facing financial materials
- Prepare billing packets, reconcile hours and expenses, and ensure accurate invoicing in coordination with billing and AR teams
- Track the status of outstanding invoices and assist with follow-ups to support timely collections
- Maintain required financial compliance documentation, including materials related to healthcare industry processes and client-specific requirements
- Provide support during internal audits, client financial reviews, and compliance checks by preparing schedules and gathering data
- Partner with account and project management teams to help explain financial data, trends, and budget updates in clear, actionable terms
- Provide day-to-day financial support related to staffing, resource planning, and project financial setup
- Participate in meetings as needed to support the Client Finance Manager with financial insights and materials
Skills
- 1–3 years of finance, accounting, or business analysis experience (agency experience a plus)
- Strong Excel/Sheets and financial modeling skills
- Ability to communicate financial insights to non-financial teams
Benefits
- Medical coverage
- Dental
- Vision
- Disability
- 401K
- Parental and family care leave
- Family forming assistance
- Tuition reimbursement
- Flexible time off
Company Overview
Proud to be an Ad Age Best Places to Work 2024 & 2025. We’re about making wellness happen. It's how we partner with our clients. It was founded in 2013, and is headquartered in New York, NY, US, with a workforce of 201-500 employees. Its website is http://www.saatchiwellness.com.