Facilitates finance activities for a company. They typically process payments towards the balance on customer accounts using Bank Lockbox or other payment sources. Other duties may include deciding ...
Facilitates finance activities for a company. They typically process payments towards the balance on customer accounts using Bank Lockbox or other payment sources. Other duties may include deciding ...
Analyst, Client Reporting
Miami, FL ยท On-site
$50K - $73K/yr
Overview Financial business partner to client teams and other US agencies reporting to the Client Finance Manager. Responsible for client related finance matters including client reporting, client ...
Analyst, Client Reporting
Miami, FL ยท On-site
$50K - $73K/yr
Overview Financial business partner to client teams and other US agencies reporting to the Client Finance Manager. Responsible for client related finance matters including client reporting, client ...
Analyst, Client Reporting
$50K - $73K/yr
Overview Financial business partner to client teams and other US agencies reporting to the Client Finance Manager. Responsible for client related finance matters including client reporting, client ...
Analyst, Client Reporting
$50K - $73K/yr
Overview Financial business partner to client teams and other US agencies reporting to the Client Finance Manager. Responsible for client related finance matters including client reporting, client ...
Analyst, Client Reporting
Miami, FL ยท On-site
$50K - $73K/yr
Financial business partner to client teams and other US agencies reporting to the Client Finance Manager. Responsible for client related finance matters including client reporting, client deliverable ...
Analyst, Client Reporting
Miami, FL ยท On-site
$50K - $73K/yr
Financial business partner to client teams and other US agencies reporting to the Client Finance Manager. Responsible for client related finance matters including client reporting, client deliverable ...
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of ...
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of ...
This role will be heavily client-facing and the candidate will be expected to function as a team or workstream leader on finance transformation projects. * Lead end-to-end Finance Transformation ...
This role will be heavily client-facing and the candidate will be expected to function as a team or workstream leader on finance transformation projects. * Lead end-to-end Finance Transformation ...
... financial planning, reporting and analysis. DUTIES and RESPONSIBILITIES Client Service: As a key member of the service team, provide coverage for an FA/PWA/team including: Assisting the FA/PWA/team ...
... financial planning, reporting and analysis. DUTIES and RESPONSIBILITIES Client Service: As a key member of the service team, provide coverage for an FA/PWA/team including: Assisting the FA/PWA/team ...
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of ...
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of ...
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of ...
At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients * At the request of ...
This role will be heavily client-facing and the candidate will be expected to function as a team or workstream leader on finance transformation projects. * Lead Finance Transformation projects in ...
This role will be heavily client-facing and the candidate will be expected to function as a team or workstream leader on finance transformation projects. * Lead Finance Transformation projects in ...
Finance Transformation Consultant - Finance Operations, Senior Manager
Miami, FL ยท On-site
$104K - $142K/yr
Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct ... You will analyze complex financial issues and optimize transaction processing, financial close and ...
Finance Transformation Consultant - Finance Operations, Senior Manager
Miami, FL ยท On-site
$104K - $142K/yr
Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct ... You will analyze complex financial issues and optimize transaction processing, financial close and ...
Client Financial Education Manager
Miami, FL ยท On-site +1
$60K - $70K/yr
Position Overview The Client Financial Education Manager oversees the delivery of structured financial education and ensures a consistent, professional learning experience for individuals and ...
Client Financial Education Manager
Miami, FL ยท On-site +1
$60K - $70K/yr
Position Overview The Client Financial Education Manager oversees the delivery of structured financial education and ensures a consistent, professional learning experience for individuals and ...
Client Financial Education Manager
Miami, FL ยท On-site +1
$60K - $70K/yr
Position Overview The Client Financial Education Manager oversees the delivery of structured financial education and ensures a consistent, professional learning experience for individuals and ...
Client Financial Education Manager
Miami, FL ยท On-site +1
$60K - $70K/yr
Position Overview The Client Financial Education Manager oversees the delivery of structured financial education and ensures a consistent, professional learning experience for individuals and ...
Manager - Finance Managed Services
Tampa, FL ยท On-site
Assessing client finance operating model needs, process challenges, service expectations, and technology environments * Supporting business development activities, including opportunity shaping ...
Manager - Finance Managed Services
Tampa, FL ยท On-site
Assessing client finance operating model needs, process challenges, service expectations, and technology environments * Supporting business development activities, including opportunity shaping ...
Members [Contractors] must file their own taxes, keep records of business-to-client finance related services, and be aware of service days and request. A valid phone number, address, and email is ...
Members [Contractors] must file their own taxes, keep records of business-to-client finance related services, and be aware of service days and request. A valid phone number, address, and email is ...
Assessing client finance operating model needs, process challenges, service expectations, and technology environments * Supporting business development activities, including opportunity shaping ...
Assessing client finance operating model needs, process challenges, service expectations, and technology environments * Supporting business development activities, including opportunity shaping ...
Finance AI Data Strategy Manager
Miami, FL ยท On-site
Use scaled agile disciplines to transform a client's business and Finance function by sequencing the delivery of critical data elements, data products and feature functionality. Why This Role: This ...
New
Finance AI Data Strategy Manager
Miami, FL ยท On-site
Use scaled agile disciplines to transform a client's business and Finance function by sequencing the delivery of critical data elements, data products and feature functionality. Why This Role: This ...
New
Finance AI Data Strategy Manager
Tampa, FL ยท On-site
Use scaled agile disciplines to transform a client's business and Finance function by sequencing the delivery of critical data elements, data products and feature functionality. Why This Role: This ...
New
Finance AI Data Strategy Manager
Tampa, FL ยท On-site
Use scaled agile disciplines to transform a client's business and Finance function by sequencing the delivery of critical data elements, data products and feature functionality. Why This Role: This ...
New
Finance AI Value Strategy Consultant
Miami, FL ยท On-site
$70K - $205K/yr
Build client relationships and credibility as a trusted advisor on how to infuse AI, GenAI and data into the business processes and Finance capabilities * Define and structure an organization's AI ...
Finance AI Value Strategy Consultant
Miami, FL ยท On-site
$70K - $205K/yr
Build client relationships and credibility as a trusted advisor on how to infuse AI, GenAI and data into the business processes and Finance capabilities * Define and structure an organization's AI ...
Finance AI Value Strategy Consultant
Tampa, FL ยท On-site
$70K - $205K/yr
Build client relationships and credibility as a trusted advisor on how to infuse AI, GenAI and data into the business processes and Finance capabilities * Define and structure an organization's AI ...
Finance AI Value Strategy Consultant
Tampa, FL ยท On-site
$70K - $205K/yr
Build client relationships and credibility as a trusted advisor on how to infuse AI, GenAI and data into the business processes and Finance capabilities * Define and structure an organization's AI ...
Client Finance information
See Florida salary details
$38.5K - $41.6K
22% of jobs
$42.7K is the 25th percentile. Wages below this are outliers.
$41.6K - $44.8K
8% of jobs
$44.8K - $48K
19% of jobs
The median wage is $48.1K / yr.
$48K - $51.1K
14% of jobs
$53.9K is the 75th percentile. Wages above this are outliers.
$51.1K - $54.3K
14% of jobs
$54.3K - $57.4K
8% of jobs
$57.4K - $60.6K
2% of jobs
$60.6K - $63.8K
1% of jobs
$63.8K - $66.9K
0% of jobs
$66.9K - $70.1K
0% of jobs
$70.1K - $73.2K
12% of jobs
$38.5K
$52.1K
$73.2K
How much do client finance jobs pay per year?
What is a client finance professional?
What are the key skills and qualifications needed to thrive as a client finance professional?
What are some common challenges faced by professionals in a client finance role, and how can they be addressed?
What is the difference between Client Finance vs Client Accounting?
| Aspect | Client Finance | Client Accounting |
|---|---|---|
| Credentials | Finance certifications, such as CFA or CFP | Accounting certifications, such as CPA or ACCA |
| Work Environment | Financial planning, budgeting, and investment analysis | Bookkeeping, financial statement preparation, and compliance |
| Employer & Industry | Financial services, investment firms, corporate finance | Accounting firms, corporate finance, audit departments |
Client Finance and Client Accounting both involve managing financial data for clients, but Client Finance focuses on financial planning, investments, and budgeting, while Client Accounting emphasizes bookkeeping, financial reporting, and compliance. Understanding these differences helps professionals choose the right career path or service focus within the financial industry.
What are the most commonly searched types of Client Finance jobs in Florida?
The most popular types of Client Finance jobs in Florida are:
What are popular job titles related to Client Finance jobs in Florida?
For Client Finance jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Client Finance jobs in Florida look for?
The top searched job categories for Client Finance jobs in Florida are:

Full-time
Posted 12 days ago
Job description
Wellcove has been recognized as the nation's leading full-service senior market solutions provider for over 25 years. Our solutions span the insurance senior market sector, focusing on long-term care and Medicare Supplement plans. However, we don't stop there. Wellcove also addresses challenges faced in accident & health, disability, and supplemental health insurance programs.
Our team provides individuals and their families with peace of mind knowing their insurance needs will be met in a thoughtful, efficient manner. We are able to do this because of our dedicated associates, innovative solutions, and state-of-the-art technology.
Job Summary
- Facilitates finance activities for a company. They typically process payments towards the balance on customer accounts using Bank Lockbox or other payment sources. Other duties may include deciding whether to accept a request for credit and ensuring there's a process for resolving problems.
- The role has dual responsibilities in the Lockbox area and with Mailroom activities. The candidate will assist with mailroom activities once they have completed lockbox each day.
Duties/Responsibilities:
- Verifies accuracy of invoices and cash payments.
- Research cash outages and recommend changes as necessary based on volume.
- Works with vendor and internal technical support on all systems related issues
- Reviews and tests all systems changes.
- Completes monthly reporting.
Required Skills/Abilities:
- Analytical and problem-solving skills.
- High level of communication and decision-making skills
- Knowledge of Cash Management software systems
- Ability to manage high volume transactions.
Education and Experience:
- Associate degree is desired.
At Wellcove, we strive to create an inclusive culture for all. We understand the importance of listening and incorporating various perspectives at every level of service. Our company does not discriminate based on gender identity, race, sexual orientation, age, religion, or disability.