Beverly Chen
Chicago,IL
Summary
Results-driven Client Operations Manager specializing in financial analysis, budgeting, and forecasting, with experience managing large-scale client budgets and delivering accurate, data-driven financial reporting to support operational and client decision-making.
Overview
6
6
years of professional experience
Work History
Client Operations Manager
Spark Foundry
Chicago, IL
03.2025 - Current
- Oversaw operations and financial management for 30 client products, supporting approximately $150M in annual budgets.
- Presented monthly budget utilization and forecasts in face-to-face meetings, translating data into actionable insights.
- Collaborated with planning, strategy, and finance teams to align budgets with media plans and client objectives.
Finance Analyst
Neon
New York, New York
03.2024 - 03.2025
- Managed billable and non-billable jobs. Oversaw workflows for 3 clients and 12 products, ensuring job setup, tracking, and close-out for accurate financial reporting.
- Facilitated monthly billing meetings with account teams, driving timely invoicing and issue resolution.
- Managed Budget Master, tracking forecasts, scope changes, and actuals to support leadership reporting and decision-making.
Finance Analyst
CMI Media Group
Chicago, IL
02.2022 - 03.2024
- Built and maintained client budget trackers and standardized financial reporting templates supporting multi-million-dollar media budgets.
- Supported month-end close, staffing planning, and competitive conflict tracking, partnering with cross-functional teams to ensure accurate financial documentation.
Revenue Specialist
McDermott Center
Chicago, IL
07.2019 - 03.2021
- Managed invoicing and financial reporting for City of Chicago and Cook County-funded programs, ensuring accuracy and compliance with funding requirements.
- Tracked program budgets and supported year-end audits and CFO-led financial projects through detailed reporting and documentation.
Education
Bachelor of Science -
Northern Illinois University
Dekalb, ILSkills
- Excel
- SQL
- SAP
- Power BI
- Budget Alignment & Pacing
- Billing & Reconciliation
- Financial Reporting & Analysis
- Variance Analysis
Timeline
Client Operations Manager
Spark Foundry
03.2025 - Current
Finance Analyst
Neon
03.2024 - 03.2025
Finance Analyst
CMI Media Group
02.2022 - 03.2024
Revenue Specialist
McDermott Center
07.2019 - 03.2021
Bachelor of Science -
Northern Illinois University