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Client Finance Manager Jobs in California (NOW HIRING)

Temecula Valley Toyota

Finance Manager

Temecula, CA · On-site

$15K - $25K/mo

Greeting client to effectively time transition from Sales to Finance. * Determines client ... Finance manager performance is measured by achieving targeted Client Satisfaction Index and ...

Temecula Valley Toyota

Finance Manager

Temecula, CA

$100K/yr

Greeting client to effectively time transition from Sales to Finance. * Determines client ... Finance manager performance is measured by achieving targeted Client Satisfaction Index and ...

Temecula Valley Toyota

Finance Manager

Temecula, CA

$15K - $25K/mo

Greeting client to effectively time transition from Sales to Finance. * Determines client ... Finance manager performance is measured by achieving targeted Client Satisfaction Index and ...

Tustin Toyota

Finance Manager

Tustin, CA

$5.0K - $19K/mo

Greeting client to effectively time transition from Sales to Finance. * Determines client ... Finance manager performance is measured by achieving targeted Client Satisfaction Index and ...

Tustin Toyota

Finance Manager

Tustin, CA

Greeting client to effectively time transition from Sales to Finance. * Determines client ... Finance manager performance is measured by achieving targeted Client Satisfaction Index and ...

Tustin Toyota

Finance Manager

Tustin, CA · On-site

$5.0K/mo

Greeting client to effectively time transition from Sales to Finance. * Determines client ... Finance manager performance is measured by achieving targeted Client Satisfaction Index and ...

Riverside Chevrolet

Finance Manager

Riverside, CA

$12K - $30K/mo

Presenting a transparent menu to client with his financing options and products to enhance their ... Finance manager performance is measured by achieving targeted Client Satisfaction Index and ...

Riverside Chevrolet

Finance Manager

Riverside, CA · On-site

$12K/mo

Presenting a transparent menu to client with his financing options and products to enhance their ... Finance manager performance is measured by achieving targeted Client Satisfaction Index and ...

Rusnak/Pasadena Audi

Finance Manager

Pasadena, CA · On-site

$100K - $200K/yr

... Client information. * Conducts all business in an ethical and professional manner. Ensures ... Finance Manager experience preferred. * Required: Current California Driver License with ...

Rusnak/Pasadena Audi

Finance Manager

Pasadena, CA · On-site

$100K - $200K/yr

... Client information. * Conducts all business in an ethical and professional manner. Ensures ... Finance Manager experience preferred. * Required: Current California Driver License with ...

Rusnak/Pasadena Audi

Finance Manager

Pasadena, CA

$100K - $200K/yr

... Client information. * Conducts all business in an ethical and professional manner. Ensures ... Finance Manager experience preferred. * Required: Current California Driver License with ...

Consultative Search Group

Finance Manager.

Los Angeles, CA · On-site

$150K - $180K/yr

The Finance Manager is an integral part of firm's Financial Analysis team and will be responsible ... Analyzing client performance data to identify client opportunities * Protecting and maintaining any ...

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All JobsClient Finance JobsClient Finance Manager JobsClient Finance Manager Jobs in California

Client Finance Manager information

See California salary details

$41.5K

$122.7K

$166.8K

How much do client finance manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client finance manager in California is $122,698.00, according to ZipRecruiter salary data. Most workers in this role earn between $93,300.00 and $165,800.00 per year, depending on experience, location, and employer.

What is the difference between Client Finance Manager vs Client Account Manager?

AspectClient Finance ManagerClient Account Manager
Primary FocusFinancial planning, budgeting, and financial analysis for clientsManaging client relationships and ensuring service satisfaction
Required CredentialsFinance or accounting certifications (e.g., CPA, CFA)Customer service or sales experience, often with industry-specific knowledge
Work EnvironmentFinance departments, client-facing meetings, financial reportingClient offices, account management teams, sales environments
Industry UsageFinancial services, consulting, corporate financeMarketing, advertising, technology, and service industries

The main difference is that a Client Finance Manager focuses on financial analysis and planning for clients, while a Client Account Manager emphasizes maintaining client relationships and service delivery. Both roles require strong communication skills, but their core responsibilities and credentials differ significantly.

What does a client finance manager do?

A Client Finance Manager is responsible for overseeing the financial activities and accounts of clients within an organization, often in advertising, marketing, or consulting firms. Their key duties include budgeting, forecasting, financial analysis, and ensuring accurate billing and reporting for client accounts. They act as a liaison between the client and the finance department to ensure financial goals are met and provide strategic advice on financial planning. Additionally, they help identify cost efficiencies and support contract negotiations from a financial perspective.

What are the key skills and qualifications needed to thrive as a client finance manager, and why are they important?

To thrive as a Client Finance Manager, you need strong analytical abilities, financial management expertise, and a relevant degree such as finance, accounting, or business administration, often alongside a professional certification like CPA or CMA. Familiarity with financial modeling, ERP software (such as SAP or Oracle), and client relationship management tools is typically required. Excellent communication, problem-solving, and organizational skills help you effectively liaise with clients and manage multiple projects. These competencies are crucial for delivering accurate financial insights, maintaining client satisfaction, and supporting business growth.

How does a client finance manager typically collaborate with account teams and clients?

A Client Finance Manager works closely with account teams to ensure budgets are managed effectively and project financials are on track. They often participate in client meetings to discuss financial updates, address concerns, and provide strategic recommendations. Collaboration is key, as they must balance the needs of internal stakeholders and clients while maintaining compliance with financial policies. This role requires clear communication and strong relationship-building skills to facilitate smooth financial operations and support business goals.
What are the most commonly searched types of Client Finance jobs in California? The most popular types of Client Finance jobs in California are:
What are popular job titles related to Client Finance Manager jobs in California? For Client Finance Manager jobs in California, the most frequently searched job titles are:
What job categories do people searching Client Finance Manager jobs in California look for? The top searched job categories for Client Finance Manager jobs in California are:
Client Finance Manager jobs near you
Infographic showing various Client Finance Manager job openings in California as of August 2026, with employment types broken down into 77% Full Time, 20% Part Time, 2% Temporary, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $122,698 per year, or $59 per hour.

Finance Manager

Legacy Toyota of Dallas

Newport Beach, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New

Job description

Overview
The Finance Manager coordinates all activities regarding finance and insurance for our valued customers, which includes working to help customers obtain financing, preparing all associated documentation, and selling extended service contracts and additional protection products. He or she ensures all deals are done in a timely manner and according to all legal requirements and dealership policies. The Finance Manager will be responsible for preparing and ensuring the accuracy of legal documents, selling products and services to new and used vehicle customers, and enhancing the customer experience while achieving maximum profitability.
The ideal candidate has a degree in Finance or a related field and two or more years of Automotive Finance Manager experience. He or she has a positive attitude, a confident and outgoing personality, a professional appearance, strong business acumen and sales aptitude, great communication skills, and the ability to deliver world class customer service.
In addition to competitive pay, we offer our employees: Health, Dental, Vision, Life, 401K, Health &Wellness Program, community involvement and company paid vacation and holidays.
Responsibilities
  • Offers vehicle financing and insurance to customers and provides them with a thorough explanation of aftermarket products and extended warranties and a complete explanation of manufacturer and dealership service procedures and policies.
  • Works with customers to obtain financing through lenders on vehicle purchases in conformance with state and federal law.
  • Prepares all state and federal documents regarding vehicle purchases in a timely manner and in accordance with established laws and procedures.
  • Maintains good working relationships with lending institutions to secure competitive interest rates and financing programs.
  • Works with the Sales team to ensure all new sales are referred to the F&I department and that the Sales team has information on finance and lease programs and understands the benefits of the dealership's financing and extended service programs.
  • Ensures 100% compliance with all state and federal laws and regulations.
  • Greeting client to effectively time transition from Sales to Finance.
  • Determines client's financing needs based on a professional interview process.
  • Educates client the value of these options and products and assist them to make the wisest and best decision.
  • Processing finance transaction including lenders approval and timely funding.
  • Ensures that all administrative processes are handled timely and in compliance with company policy.
  • Ensuring clients satisfaction on every transaction and address it immediately if needed. Providing an exceptional client experience.
  • Achieving targeted Sales and Finance departments' goals. Finance manager performance is measured by achieving targeted Client Satisfaction Index and Targeted Sales and Finance goals.
  • Follow all company policies and procedures.
  • Demonstrates behaviors consistent with the Company's Values in all interactions with customers, co-workers and vendors.
  • Performs other duties as assigned.

Qualifications
  • 2 + years Automotive Finance Manager experience required!
  • TOYOTA OR LEXUS EXPERIENCE A BIG PLUS but not necessary!!
  • Prior sales experience preferred but not required.
  • Experience with Tekion a PLUS!
  • Professional appearance and work ethic.
  • Self-Starter and Self-Motivator.
  • Excellent communication, customer service, and problem-solving skills, including the ability to maintain composure under stress.
  • Excellent interpersonal skills to interact professionally with customers, vendors, and staff.
  • Strong organization skills, able to multi-task, and can manage time to meet frequently changing deadlines in a fast-paced environment.
  • Strong math skills.
  • Strong computer and internet skills, including Microsoft Office suite.
  • Excellent Verbal/Written communication skills, and Customer Satisfaction Skills.
  • Bilingual a PLUS!

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