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Client Finance Analyst Jobs (NOW HIRING)

VX Services

Commercial Finance Analyst

New York, NY · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Commercial Finance Analyst Location: New York, NY (Hybrid - 2-3 days in office) About the Role We ... Client Services, Project Management, Accounting, and Finance teams • Maintain financial data and ...

Morgan Stanley

Client Relationship Analyst

Colorado Springs, CO · On-site

$34K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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

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

Leawood, KS · 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 · On-site

$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

Minneapolis, MN · On-site

$34K - $90K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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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Showing results 21-40

All JobsClient Finance Analyst Jobs

Client Finance Analyst information

See salary details

$51.5K

$69.7K

$98K

How much do client finance analyst jobs pay per year?

As of Aug 16, 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?

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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 August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $69,664 per year, or $33.5 per hour.

Commercial Finance Analyst

VX Services

New York, NY • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 days ago

Job description

About Us:
VaynerX (http://vaynerx.com) is the most contemporary family of companies, working together to build and grow brands. Subsidiaries include VaynerMedia, Eva Nosidam Productions, The Sasha Group, Gallery Media Group, Tingley Lane Trading, VaynerSpeakers, and VaynerCommerce.
About Vayner Media
VaynerMedia is a contemporary global creative and media agency with an expertise in driving relevance for clients and delivering impactful business results. The independently-owned company was founded in 2009 by Gary Vaynerchuk, and has offices in New York, Los Angeles, Toronto, Mexico City, London, Amsterdam, Singapore, Delhi, Kuala Lumpur, Bangkok, Tokyo, and Sydney. VaynerMedia has been recognized for its work at Cannes Lions, the Clio Awards and The Webby Awards. It is part of the VaynerX family of companies.
Commercial Finance Analyst
Location: New York, NY (Hybrid - 2-3 days in office)
About the Role
We are looking for a detail-oriented and analytical Commercial Finance Analyst to join our
Commercial Finance team in New York.
This opportunity is ideal for someone early in their finance career who is eager to learn,
develop strong financial operations skills,
and work cross-functionally with teams across the business.
In this role, you will support financial operations and reporting for the VaynerMedia New
York region and EVA-related workstreams,
helping ensure financial processes run smoothly while contributing to budgeting, revenue
analysis, and operational finance activities.
This role offers strong exposure to commercial finance, financial reporting, and operational
decision-making within a collaborative environment.
What You'll Do:
• Support financial operations and reporting across the New York commercial finance
team
• Assist with budget tracking, forecasting support, and financial analysis
• Support the monthly close process
• Work with the Shared Services team to assist in managing and tracking the invoicing
process and ensuring clients pay accurately and on time
• Analyze budgets, costs, and financial performance metrics
• Work cross-functionally with Client Services, Project Management, Accounting, and
Finance teams
• Maintain financial data and reporting within tools such as Excel/Google Sheets and ERP
systems such as NetSuite, SAP, or Oracle NetSuite
What We're Looking For:
• 0-2 years of experience in commercial finance, finance, accounting, financial operations,
or another finance-oriented role
• Bachelor's degree in Finance, Accounting, Economics, Business, Communications, or a
related field
• Strong Excel or Google Sheets skills
• Strong analytical and problem-solving ability
• Highly detail-oriented and organized
• Strong communication and collaboration skills
• A proactive go getter mindset with a desire to learn
Highly organized, highly motivated, goal and detail-oriented self-starter who is looking to jump in and embrace the Commercial Finance team structure and responsibilities.
The task at hand:
  • Work with the following Departments to understand business priorities and portfolio-specific financial needs: Financial Operations and cross-functional partnership with Shared Services (A/P and A/R), Accounting, Client Services and Project Management
  • Liaison with the Shared Services (A/R) team, working closely with direct oversight to track the invoicing process using Netsuite (ERP), from invoice creation to ensuring Client's payments occur timely and accurately while maintaining a strong Client relationship
  • Coordinate with Shared Services & Treasury to follow-up & analyze overdue A/R
  • Responsible for preparing monthly revenue recognition, including coordination with Accounting as part of the monthly closing process
  • Provide support to the Financial Operations Lead throughout the monthly close, including ensuring all monthly invoicing has been completed and tracked to support revenue recognition
  • Responsible for Purchase Order (PO) approval
  • Coordinate with Shared Services (A/P) to ensure payment has been made to our vendors and the relevant PO process has been followed
  • Participate in project wrap meetings, when applicable, to provide context and ensure projects can be fully closed out (impacts revenue, accounts receivable, accounts payable and WIP releases)
  • Understand and review budgets and scope of works (SOWs) to ensure financial invoicing details and payment terms are accurate
  • Ad hoc projects: budget analysis, agency costs, exposure to forecasting & staff cost tracking

The ideal candidate has:
  • 2-4 years of work within an agency or business service environment in a Financial Operations, Client Finance or Accounting
  • Bachelor's degree in Finance or Accounting orrelated field
  • Ability to demonstrate strong project management skills, including the ability to multitask and prioritize tasks and responsibilities
  • Experience with Netsuite (or a similar commercial ERP required)
  • Experience with NSPB (or similar planning tools) considered a plus
  • Strong working knowledge of MS Excel and Google Sheets (pivot tables and Vlookups will be your best friends).
  • Strong ability to partner with cross-functional teams and address business concerns in a diplomatic fashion
  • Excellent verbal and written communication skills
  • Ability to work both independently, and as part of a team while thriving in a fast-paced, high-pressure environment

Unsure if you meet the qualifications? We are always looking for talent which will continue to cultivate an inclusive and representative team that will enhance our perspectives, skill sets, background, and behaviors. We encourage those who are passionate about what we do to apply!
  • Exact compensation may vary based on skills, experience, and location.
  • Employer-sponsored 401k with match
  • Medical, Dental, and vision coverage
  • Unlimited PTO
  • Caregiver (Parental) Leave
  • Health and Wellness benefits

Base Salary
$7,000-$8,500 USD

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