Facilitates finance activities for a company. They typically process payments towards the balance ... Analytical and problem-solving skills. * High level of communication and decision-making skills
Facilitates finance activities for a company. They typically process payments towards the balance ... Analytical and problem-solving skills. * High level of communication and decision-making skills
Finance Analyst
New York, NY ยท On-site
$50K - $70K/yr
Reporting to the Finance Manager, the Financial Analyst is responsible for the facilitation ... Client Servicing * Maintain files, documents, and other relevant documentation * Support client ...
Finance Analyst
New York, NY ยท On-site
$50K - $70K/yr
Reporting to the Finance Manager, the Financial Analyst is responsible for the facilitation ... Client Servicing * Maintain files, documents, and other relevant documentation * Support client ...
Finance Analyst
$50K - $70K/yr
Reporting to the Finance Manager, the Financial Analyst is responsible for the facilitation ... Client Servicing * Maintain files, documents, and other relevant documentation * Support client ...
Finance Analyst
$50K - $70K/yr
Reporting to the Finance Manager, the Financial Analyst is responsible for the facilitation ... Client Servicing * Maintain files, documents, and other relevant documentation * Support client ...
Finance Analyst
New York, NY ยท On-site
$50K - $70K/yr
Client Servicing * Maintain files, documents, and other relevant documentation * Support client finance partners and internal client teams across one or more clients * Assist with client reporting ...
Finance Analyst
New York, NY ยท On-site
$50K - $70K/yr
Client Servicing * Maintain files, documents, and other relevant documentation * Support client finance partners and internal client teams across one or more clients * Assist with client reporting ...
Finance Analyst
Chicago, IL ยท On-site
$50K - $70K/yr
Client Servicing * Maintain files, documents, and other relevant documentation * Support client finance partners and internal client teams across one or more clients * Assist with client reporting ...
Finance Analyst
Chicago, IL ยท On-site
$50K - $70K/yr
Client Servicing * Maintain files, documents, and other relevant documentation * Support client finance partners and internal client teams across one or more clients * Assist with client reporting ...
Finance Analyst
New York, NY ยท On-site
$50K - $70K/yr
Reporting to the Finance Manager, the Financial Analyst is responsible for the facilitation of ... Client Servicing * Maintain files, documents, and other relevant documentation * Support client ...
Finance Analyst
New York, NY ยท On-site
$50K - $70K/yr
Reporting to the Finance Manager, the Financial Analyst is responsible for the facilitation of ... Client Servicing * Maintain files, documents, and other relevant documentation * Support client ...
Finance Analyst
New York, NY ยท On-site
$50K - $70K/yr
Client Servicing * Maintain files, documents, and other relevant documentation * Support client finance partners and internal client teams across one or more clients * Assist with client reporting ...
Finance Analyst
New York, NY ยท On-site
$50K - $70K/yr
Client Servicing * Maintain files, documents, and other relevant documentation * Support client finance partners and internal client teams across one or more clients * Assist with client reporting ...
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
Vice President, Client Finance
New York, NY ยท On-site
The position manages one Financial Analyst and reports to the EVP, Client Finance. Role location: This role is based in our New York, N.Y. office on a hybrid basis. The Finance team is in-office at ...
Vice President, Client Finance
New York, NY ยท On-site
The position manages one Financial Analyst and reports to the EVP, Client Finance. Role location: This role is based in our New York, N.Y. office on a hybrid basis. The Finance team is in-office at ...
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
Manager, Client Finance
Manhattan, NY ยท On-site
$66.30 - $95/hr
Manager, Client Finance Location: New York Hybrid Division/Department: Client Finance Reports to ... Conduct monthly variance analysis between authorized/planned, purchased, and billed activity
Manager, Client Finance
Manhattan, NY ยท On-site
$66.30 - $95/hr
Manager, Client Finance Location: New York Hybrid Division/Department: Client Finance Reports to ... Conduct monthly variance analysis between authorized/planned, purchased, and billed activity
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
The position manages one Financial Analyst and reports to the EVP, Client Finance. Role location: This role is based in our New York, N.Y. office on a hybrid basis. The Finance team is in-office at ...
The position manages one Financial Analyst and reports to the EVP, Client Finance. Role location: This role is based in our New York, N.Y. office on a hybrid basis. The Finance team is in-office at ...
Manager, Client Finance
New York, NY ยท On-site
$66K - $95K/yr
Client Finance Reports to Position: Associate Director, Client Finance This position acts as the ... This role is highly hands-on and facilitative; one that requires a combination of analysis and ...
Manager, Client Finance
New York, NY ยท On-site
$66K - $95K/yr
Client Finance Reports to Position: Associate Director, Client Finance This position acts as the ... This role is highly hands-on and facilitative; one that requires a combination of analysis and ...
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
Client Finance Manager
New York, NY ยท On-site
Use strong Excel skills to analyze data, work through finance files, and support accurate reporting and account management * Review client contracts, scopes of work, amendments, and change orders to ...
Client Finance Manager
New York, NY ยท On-site
Use strong Excel skills to analyze data, work through finance files, and support accurate reporting and account management * Review client contracts, scopes of work, amendments, and change orders to ...
Manager, Client Finance
New York, NY ยท Hybrid
$66K - $95K/yr
This role is highly hands-on and facilitative; one that requires a combination of analysis and ... Client Finance o Prepare and issue burn reports o Participate in the ash, forecasting, and ...
Manager, Client Finance
New York, NY ยท Hybrid
$66K - $95K/yr
This role is highly hands-on and facilitative; one that requires a combination of analysis and ... Client Finance o Prepare and issue burn reports o Participate in the ash, forecasting, and ...
$110 - $145/hr
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
New
$110 - $145/hr
For Pipeline revenue, collaborate with FP&A where applicable to ensure accuracy of overall revenue waterfall to budget/plan. * Manage hours and expenses for client projects incurred to track against ...
New
Finance Analyst
Manhattan, NY ยท On-site
$50 - $70/hr
Client Servicing * Maintain files, documents, and other relevant documentation * Support client finance partners and internal client teams across one or more clients * Assist with client reporting ...
New
Finance Analyst
Manhattan, NY ยท On-site
$50 - $70/hr
Client Servicing * Maintain files, documents, and other relevant documentation * Support client finance partners and internal client teams across one or more clients * Assist with client reporting ...
New
Client Finance Analyst information
See salary details
$51.5K - $55.7K
22% of jobs
$57.2K is the 25th percentile. Wages below this are outliers.
$55.7K - $60K
8% of jobs
$60K - $64.2K
19% of jobs
The median wage is $64.3K / yr.
$64.2K - $68.4K
14% of jobs
$72.1K is the 75th percentile. Wages above this are outliers.
$68.4K - $72.6K
14% of jobs
$72.6K - $76.9K
8% of jobs
$76.9K - $81.1K
2% of jobs
$81.1K - $85.3K
1% of jobs
$85.3K - $89.5K
0% of jobs
$89.5K - $93.8K
0% of jobs
$93.8K - $98K
12% of jobs
$51.5K
$69.7K
$98K
How much do client finance analyst jobs pay per year?
What does a client finance analyst do?
What are the key skills and qualifications needed to thrive as a client finance analyst, and why are they important?
How does a client finance analyst typically collaborate with account management and project teams?
What is the difference between Client Finance Analyst vs Credit Analyst?
| Aspect | Client Finance Analyst | Credit Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; certifications like CFA or credit-specific credentials |
| Work Environment | Financial institutions, corporate finance departments, investment firms | Banks, lending institutions, credit agencies |
| Employer & Industry Usage | Used in client-focused financial analysis, loan management, and portfolio monitoring | Used in assessing creditworthiness, risk analysis, and loan approvals |
The main difference is that a Client Finance Analyst focuses on managing client financial data, analyzing financial health, and supporting client relationships, while a Credit Analyst primarily evaluates the credit risk of individuals or companies to inform lending decisions. Both roles require similar financial credentials and often work within financial institutions, but their core responsibilities differ in scope and focus.
What cities are hiring for Client Finance Analyst jobs?
Cities with the most Client Finance Analyst job openings:
What states have the most Client Finance Analyst jobs?
States with the most job openings for Client Finance Analyst jobs include:
What job categories do people searching Client Finance Analyst jobs look for?
The top searched job categories for Client Finance Analyst jobs are:
What are popular job titles related to Client Finance Analyst jobs?
For Client Finance Analyst jobs, the most frequently searched job titles are:

Full-time
Posted 18 days ago
Job description
Wellcove has been recognized as the nation's leading full-service senior market solutions provider for over 25 years. Our solutions span the insurance senior market sector, focusing on long-term care and Medicare Supplement plans. However, we don't stop there. Wellcove also addresses challenges faced in accident & health, disability, and supplemental health insurance programs.
Our team provides individuals and their families with peace of mind knowing their insurance needs will be met in a thoughtful, efficient manner. We are able to do this because of our dedicated associates, innovative solutions, and state-of-the-art technology.
Job Summary
- Facilitates finance activities for a company. They typically process payments towards the balance on customer accounts using Bank Lockbox or other payment sources. Other duties may include deciding whether to accept a request for credit and ensuring there's a process for resolving problems.
- The role has dual responsibilities in the Lockbox area and with Mailroom activities. The candidate will assist with mailroom activities once they have completed lockbox each day.
Duties/Responsibilities:
- Verifies accuracy of invoices and cash payments.
- Research cash outages and recommend changes as necessary based on volume.
- Works with vendor and internal technical support on all systems related issues
- Reviews and tests all systems changes.
- Completes monthly reporting.
Required Skills/Abilities:
- Analytical and problem-solving skills.
- High level of communication and decision-making skills
- Knowledge of Cash Management software systems
- Ability to manage high volume transactions.
Education and Experience:
- Associate degree is desired.
At Wellcove, we strive to create an inclusive culture for all. We understand the importance of listening and incorporating various perspectives at every level of service. Our company does not discriminate based on gender identity, race, sexual orientation, age, religion, or disability.