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Client Finance Analyst Jobs (NOW HIRING)

Burson

Client Finance Manager

New York, NY

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 ...

Burson

Client Finance Manager

New York, NY · 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 ...

McGarrah Jessee

Client Finance Manager

Austin, TX · Remote

$85K - $117K/yr

Prepares monthly client forecasts, variance analysis, and translates financial data into actionable insights for agency-wide reporting and planning. * Oversees client billing processes, ensures ...

Morgan Stanley

Client Relationship Analyst

Chicago, IL · On-site

$35K - $90K/yr

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Morgan Stanley

Client Relationship Analyst

Boston, MA · On-site

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Morgan Stanley

Client Relationship Analyst

Boston, MA

$40.87/hr

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through ...

Apolis

Be Seen First

FP&A Finance Analyst

East Hanover, NJ · On-site

$50 - $55/hr

US - Hybrid (2-3 days of travel to client office in East Hannover, NJ) Term: long term contract ... Experience as a Finance Analyst/Finance manager/FP&A/Accounts Payable. * Bachelor's degree in ...

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Client Finance Analyst information

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$51.5K

$69.7K

$98K

How much do client finance analyst jobs pay per year?

As of Jul 4, 2026, the average yearly pay for client finance analyst in the United States is $69,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $74,500.00 per year, depending on experience, location, and employer.

Is AI replacing financial analysts?

AI is transforming the role of client finance analysts by automating routine tasks such as data analysis and reporting, allowing analysts to focus on strategic decision-making. However, AI tools require human oversight, interpretation, and expertise, so the role remains essential in providing context and judgment that machines cannot replicate. Continuous learning and proficiency with analytics software are important for analysts adapting to these technological changes.

What does a client financial analyst do?

A client financial analyst evaluates clients' financial data to assess their creditworthiness, profitability, and financial health. They prepare reports, analyze financial statements, and use tools like Excel or financial software to support decision-making and ensure compliance with company policies.

What does a Client Finance Analyst do?

A Client Finance Analyst is responsible for managing and analyzing the financial activities related to specific clients or accounts within a company. Their main duties include preparing financial reports, monitoring budgets, forecasting revenues and expenses, and providing insights to optimize financial performance. They collaborate closely with account managers, finance teams, and clients to ensure accurate billing, compliance, and financial planning. This role is essential for supporting strategic business decisions and maintaining strong client relationships.

What are the key skills and qualifications needed to thrive as a Client Finance Analyst, and why are they important?

To thrive as a Client Finance Analyst, you need strong analytical skills, attention to detail, and a solid understanding of financial principles, typically backed by a degree in finance, accounting, or a related field. Familiarity with financial modeling, ERP systems like SAP or Oracle, and advanced Excel proficiency are commonly required. Excellent communication, problem-solving abilities, and the capacity to manage multiple deadlines make a candidate stand out. These skills ensure accurate financial analysis, effective client reporting, and the ability to support strategic business decisions.

How much do finance analysts get paid?

Finance analysts typically earn a median annual salary of around $70,000 to $85,000, depending on experience, location, and industry. Entry-level analysts may start at lower salaries, while those with advanced skills or certifications like CFA can earn higher compensation. Salaries often include bonuses and benefits, especially in corporate finance environments.

How does a Client Finance Analyst typically collaborate with account management and project teams?

Client Finance Analysts work closely with account managers and project teams to ensure accurate budgeting, forecasting, and financial reporting for client projects. They regularly participate in meetings to review project scopes, timelines, and resource allocations, helping to identify potential financial risks or opportunities. By providing financial insights and maintaining open communication, they help teams make data-driven decisions that align with both client expectations and company profitability goals.

Do I need a CPA to be a financial analyst?

A Client Finance Analyst typically does not need a CPA certification, as the role focuses on financial analysis, reporting, and client account management. Relevant skills include financial modeling, Excel proficiency, and understanding accounting principles; certifications like CFA or CPA are not mandatory but can enhance career prospects. Employers often prioritize experience and analytical skills over specific certifications for this role.

What is the difference between Client Finance Analyst vs Credit Analyst?

AspectClient Finance AnalystCredit Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; certifications like CFA or credit-specific credentials
Work EnvironmentFinancial institutions, corporate finance departments, investment firmsBanks, lending institutions, credit agencies
Employer & Industry UsageUsed in client-focused financial analysis, loan management, and portfolio monitoringUsed 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.

More about Client Finance Analyst jobs
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:
Client Finance Analyst jobs near you
Infographic showing various Client Finance Analyst job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 60% In-person, and 40% Remote job distribution, with an average salary of $69,664 per year, or $33.5 per hour.

Client Finance Manager

Burson

New York, NY

Other

Posted 17 hours ago

Job description

More about the role:

Burson is seeking a strong Client Finance Manager to support key areas of our business. This role will join a collaborative finance team that partners closely with practice leadership and client leads to help manage the financial health of the business. Reporting to the EVP, Finance Director, this role will be primarily responsible for:

  • Leading day-to-day client finance support across a portfolio of accounts.
  • Managing core finance activities tied to revenue recognition, contract grid management, forecasting, billing coordination, and financial oversight.
  • Partnering closely with client leads and practice leadership to understand account activity, anticipate changes in scope or pacing, and ensure accurate financial treatment.
  • Working across finance systems and reporting tools, including Excel, Maconomy, and SAP, to maintain strong financial controls and support business decision-making.
  • Bringing a highly detail-oriented, organized, and hands-on approach to the role while helping the team navigate a fast-moving and closely scrutinized financial environment.
What you'll do:
  • Serve as a trusted finance partner to account and practice leaders, maintaining regular communication on account status, pacing, and upcoming activity
  • Navigate Maconomy as a core day-to-day system and work within broader WPP finance processes as needed
  • 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 assess appropriate revenue treatment to prepare and maintain contract grid
  • Prepare and maintain detailed revenue and percentage of completion trackers
  • Apply revenue recognition principles to determine appropriate monthly revenue recognition on each client contract
  • Review direct cost accruals with project managers to determine appropriate timing of expense recognition and alignment with revenue recognition
  • Support the month-end close process, including preparing P&L and balance sheet schedules, journal entries, prepaids, revenue accruals/deferrals, and reconciliations
  • Prepare and maintain month-end financial supporting documentation in accordance with internal controls and audit requirements
Experience that contributes to success:
  • Proven experience supporting quarterly and year-end financial reporting.
  • At least 7+ years of experience in finance, client finance, accounting, or financial management within an agency, professional services, or similarly structured environment
  • Strong understanding of client billing models, including fee-based work and the financial implications of account activity over time
  • Experience supporting revenue recognition, contract management, forecasting, and account financial oversight
  • Advanced or highly proficient Excel skills, including expertise with Pivot Tables, VLOOKUP, INDEX & MATCH, SUMIF, and a solid understanding of formula nesting, with the ability to work comfortably in detailed financial files and support data-driven analysis
  • Experience using finance or ERP platforms; familiarity with Maconomy, SAP, is a plus
  • Ability to build effective working relationships with client leads, practice leaders, billing partners, and finance colleagues
  • Experience with improving processes and reporting efficiencies
  • Strong attention to detail and comfort operating in a highly scrutinized, control-focused environment
  • Sound judgment and the ability to connect financial data with business context
  • Organized, dependable, and able to manage multiple priorities across a varied portfolio of work
  • Clear written and verbal communication skills
  • Comfortable working in a fast-paced environment and stepping into a role that supports immediate business needs

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Burson is an equal opportunity employer and considers applicants for all positions without discrimination or regard to particular characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers. 

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