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Client Finance Analyst Jobs (NOW HIRING)

$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 · On-site

$50 - $70/hr

Client ServicingMaintain files, documents, and other relevant documentationSupport client finance partners and internal client teams across one or more clientsAssist with client reporting, audit ...

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 ...

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 ...

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 ...

$50 - $70/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 ...

New

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 ...

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 ...

Client Relationship Analyst

Chicago, 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 ...

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 Sep 6, 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 are popular job titles related to Client Finance Analyst jobs?

For Client Finance Analyst jobs, the most frequently searched job titles are:

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, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $69,664 per year, or $33.5 per hour.

$50 - $70/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

New


Job description

We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions.


Reporting to the Finance Manager, the Financial Analyst is responsible for the facilitation of billing process, financial analysis, and reporting for individual projects. This role will handle financial management for smaller clients.


Basic Qualifications

The ideal candidate will have a Bachelor’s Degree in Finance or Accounting. In lieu of a degree, one year of Financial or Accounting experience. Strong Microsoft Office skills.


Preferred Knowledge and Skills

The ideal candidate will possess strong interpersonal communication skills, is client service orientated and fosters positive working relationships, and is well organized with strong time management skills and attention to detail.


Key Responsibilities

  • 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, audit requests and data collection

  • Run financial queries upon staff request

  • Maintain repository of critical client information

  • Ad hoc requests and projects

  • Calculate and track monthly revenues based on active contracts and client billings

  • Ensure timely submission of invoices and supporting documentation to client

  • Financial Management and Planning

  • Gain exposure of client staffing and pricing process under supervision of Finance Manager

  • Review and approve sourcing department’s service orders (with oversight)

  • Fee Reconciliation

  • Review and review and

  • Assist project managers with billing review

  • Assist in collecting commentary on aged receivables

  • Review project request forms for compliance and open project codes

  • Process purchase orders upon request

  • Provide time and expense details to PM’s as incurred on project(s)

  • Review missing time reports weekly and follow up with delinquencies

  • Update client budget tracker monthly

  • People Management

  • Contribute to performance appraisal process for peers and managers


Measures of Success (Metrics)

Demonstrate behaviors consistent with Edelman’s values, Code of Ethics and Business Conduct Set and pursue challenging stretch goals for yourself Commit to continuous learning and improvement of your technical and leadership skills Take responsibility for personal growth and development using available resources such as ELI, on-the-job training, and mentoring


$50,000 - $70,000 a year #LI-PP1


An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH’s total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits. DJEH offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.


DJED is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion. We seek applications from all qualified candidates without regard to race, color, gender, sex, age, religion, physical or mental disability, military and veteran status, or any other basis protected by federal, state or local law. If you require a reasonable accommodation in any part of the employment process, please let us know.


It started with one man’s passion to make an impact through stories… 70 years later, we are the world’s largest communications firm, which fosters an environment where people feel empowered to take the kind of bold action that makes careers, reshapes industries, and creates the unexpected. We are one global team, over 6,000 strong across 60 offices, grounded by our shared values. We promise an experience where our employees see that boldness is possibility, empathy is progress, and curiosity is momentum. Since Dan Edelman founded the firm in 1952, we have remained an independent, family-run business, and our culture is one that brings understanding, collaboration, and respect to our work and to each other. Diversity, equity, inclusion, and belonging (DEIB) transform our colleagues, our clients, our communities, and propel us forward as a company. At Edelman, we are in relentless pursuit of a fair and inspiring workplace that is respectful to all, reflects and represents the world in which we live, and fosters trust and collaboration. Each day and on each project, we strive to ensure that our colleagues feel a sense of true inclusion and belonging and can bring their best to their work - taking action and shaping impactful moments and movements within our company, on behalf of our clients, and within communities around the globe.


The relentless pursuit of excellence The freedom to be constantly curious The courage to do the right thing The commitment to positively impact society. We grow our people We invite and celebrate differences Our reputation is our brand We’re global, yet local We offer more than just a career – we offer a place to grow, make a meaningful impact, and help drive change alongside some of the brightest minds in the industry. Our culture is built on trust, innovation, and inclusivity, where unique perspectives are not only welcomed, but celebrated. At Edelman, your ambitions are supported, your voice matters and your work contributes to shaping the future of communications and clients' business. Join our talent community to receive the latest DJE Holdings news and content, and to be notified when job openings match your skills and experience.

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