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Client Finance Analyst Jobs (NOW HIRING)

Precision AQ

Senior Client Financial Analyst

$87K - $109K/yr

The Senior Client Finance Analyst will support the overall financial management for our client portfolio, reporting, general day-to-day activities, and related month end close duties. Essential ...

Morgan Stanley

Client Relationship Analyst

Utica, NY · 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

Bloomington, MN · On-site

$34K - $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

Wayzata, MN

$34K - $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

Rockford, IL · On-site

$34K - $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 ...

Precision Medicine Group

Senior Client Financial Analyst

$87K - $109K/yr

The Senior Client Finance Analyst will support the overall financial management for our client portfolio, reporting, general day-to-day activities, and related month end close duties. Essential ...

Morgan Stanley

Client Relationship Analyst

Barrington, IL · On-site

$34K - $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

$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 ...

Morgan Stanley

Client Relationship Analyst

Jackson, MI · 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

Barrington, IL · On-site

$34K - $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 ...

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Client Finance Analyst information

See salary details

$51.5K

$69.7K

$98K

How much do client finance analyst jobs pay per year?

As of Jun 9, 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.

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 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.

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 100% In-person job distribution, with an average salary of $69,664 per year, or $33.5 per hour.

Senior Client Financial Analyst

Precision AQ

Remote

$87K - $109K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 14 days ago

Job description

Job Description
Position Summary:
The Senior Client Finance Analyst will support the overall financial management for our client portfolio, reporting, general day-to-day activities, and related month end close duties.
Essential functions of the job include but are not limited to:
  • Take on a larger role supporting the overall monthly project accounting efforts including preparing and leading some of the monthly status meetings with project managers and managing project updates across financial trackers.
  • Review & reconcile new projects including verifying signatures, identifying revenue type, agreeing to Salesforce, tracking of milestones/tasks, and intercompany amounts as applicable. Follow up with project leads on discrepancies as required.
  • Review & reconcile change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks.
  • Set up new clients in accounting systems and files including adding and mapping employees to new billable rates, and review of MSA's for rebates and discounts.
  • Review intercompany revenue/cost transactions & updating shared financial trackers. Assist with Interco contract execution. Review cost allocations compared to overall project budget & facilitate project scope changes with other finance teams & project leads.
  • Assist with revenue recognition for project revenues & ensure compliance with client contracts including new contract awards updates and pickup of out of period revenue.
  • Prepare monthly project revenue forecast and comparisons to budget/plan.
  • Review and investigate as required hours and expenses for client projects incurred to track against forecast, assigned roles/rates based on information provided by project leads.
  • Prepare & review approved client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create & maintain waterfall of invoicing per contracts.
  • Review and submit monthly client accruals and submissions to clients. Consolidate accruals with other Precision entities as applicable.
  • Review client business development opportunities in Salesforce and ensure accuracy across internal schedules and financial trackers.
  • Review project costs compared to contracted amounts as well as other direct costs shared across projects/clients.
  • Responsible for set up and tracking of new employees and when applicable subcontractor hours/expenses/bill rates monthly compared to forecast and budget. Forecast future subcontractor costs with inputs from project leads as applicable.
  • Review the coding expense reports, invoices and/or credit card bookings to ensure proper approval to billable projects.
  • Identify, allocate & review intercompany transactions.
  • Assist with ad hoc projects as applicable, including the annual budget preparation. Assist with P&L budget line items as applicable.
  • Review & reconcile supporting documents for the annual audit.
  • Assist in the development and implementation of new policies and procedures to enhance the workflow of the department.
  • Advise junior staff on best practices in approach to client finances. Mentor junior staff as applicable through career development.
  • Assist when and where possible with monthly close activities and help prepare necessary materials.

Qualifications:
Minimum Required:
  • Bachelor's degree with a minimum concentration accounting, finance or business
  • 3+ years of relevant accounting/finance experience

Other Required:
  • Intermediate to advanced Microsoft Excel skills

Preferred:
  • Agency or Professional Services experience a plus
  • Month end close experience
  • Revenue Recognition experience
  • Project Accounting experience
  • Client Services/Client Facing experience

Skills:
  • Excellent client service including mutual respect and approach to communications as well as timeliness of responses
  • Deadline-oriented with good time management and organizational skills
  • Proven critical thinking, analytical, interpretative, and problem-solving skills
  • Ability to process and analyze large volumes of qualitative and quantitative information
  • Ability to multitask with great attention to detail, and high level of accountability
  • Display passion and purpose for what we do
  • Communication (oral and written) with ability to speak with all levels of the organization
  • Strong interpersonal and relationship building skills, and an ability to build credibility with external and internal stakeholders
  • Possesses ethics and integrity when dealing with confidential and sensitive information.
  • Willingness to extend yourself and assist other team members
  • Self-starting attitude with a strong desire to learn and grow rapidly

#LI-REMOTE
Precision is required by law in some states or cities to include a reasonable estimate of the compensation range for this role. This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Precision, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. This role is also eligible for a discretionary annual bonus, health insurance, retirement savings benefits, life insurance and disability benefits, parental leave, and paid time off for sick leave and vacation, among other benefits.
Reasonable estimate of the current range
$83,200-$124,800 USD
Any data provided as a part of this application will be stored in accordance with our Privacy Policy. For CA applicants, please also refer to our CA Privacy Notice.
Precision Medicine Group is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other characteristics protected by law.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact Precision Medicine Group at QuestionForHR@precisionmedicinegrp.com.
It has come to our attention that some individuals or organizations are reaching out to job seekers and posing as potential employers presenting enticing employment offers. We want to emphasize that these offers are not associated with our company and may be fraudulent in nature. Please note that our organization will not extend a job offer without prior communication with our recruiting team, hiring managers and a formal interview process.

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