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Client Financial Analyst Jobs (NOW HIRING)

Gallagher

Senior Client Financial Analyst

Grand Rapids, MI · On-site

$82K - $102K/yr

Join Gallagher as a Senior Client Financial Analyst, where you'll collaborate with Sales and Account Management teams to deliver tailored financial insights and solutions. You'll play a key role in ...

Alluma

Client Financial Navigator

Crookston, MN · On-site

$24.74 - $28.19/hr

The Client Financial Navigator completes assigned department revenue cycle processes, ensuring ... Assists in compiling and analyzing financial information by a cost-based payment model in alignment ...

RSM Global

Supervising Financial Analyst

Lead, mentor, and support RRC and client financial analysts, fostering professional development and promoting a culture of continuous improvement. * Maintain and expand expertise in insurance ...

FOCUSPOINT

Senior Financial Analyst

Franklin, TN · On-site

$84K - $105K/yr

Varies by client engagement Employment Type: Contract Pay: Commensurate with experience About the Role We are actively seeking seasoned Senior Financial Analysts to join our network of interim ...

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Client Financial Analyst information

See salary details

$38.5K

$88.1K

$118K

How much do client financial analyst jobs pay per year?

As of Aug 2, 2026, the average yearly pay for client financial analyst in the United States is $88,111.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,000.00 and $110,500.00 per year, depending on experience, location, and employer.

What is the difference between Client Financial Analyst vs Financial Analyst?

AspectClient Financial AnalystFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are commonBachelor's degree in finance, economics, or related; CFA certification often preferred
Work EnvironmentClient-facing roles, working closely with clients to analyze financial data and provide insightsInternal roles focused on analyzing company or market data for decision-making
Employer & IndustryFinancial services, banking, investment firms, consultingCorporations, investment firms, banks, government agencies

While both roles involve financial analysis, the Client Financial Analyst primarily interacts with clients to provide tailored financial insights, whereas the Financial Analyst typically focuses on internal data analysis to support business decisions.

What are the key skills and qualifications needed to thrive as a Client Financial Analyst, and why are they important?

To thrive as a Client Financial Analyst, you need strong analytical skills, a solid grasp of financial principles, and typically a bachelor's degree in finance, accounting, or a related field. Proficiency with financial modeling tools, Excel, and software such as Bloomberg Terminal or QuickBooks is highly valued, and certifications like CFA or CPA can be advantageous. Excellent communication, attention to detail, and the ability to interpret complex data for clients are standout soft skills in this role. These abilities are essential for providing accurate financial insights, fostering client trust, and supporting sound decision-making.

Do I need a CPA to be a financial analyst?

A CPA is not required to be a financial analyst, including a client financial analyst role. Employers typically look for strong analytical skills, financial knowledge, and relevant experience; certifications like CFA or relevant degrees can be beneficial but are not mandatory. Technical skills in Excel, financial modeling, and accounting are often more important for this position.

How does a Client Financial Analyst typically collaborate with other departments to support client objectives?

As a Client Financial Analyst, you will frequently work alongside teams such as sales, account management, and operations to deliver tailored financial insights that align with client goals. This collaboration often involves participating in cross-functional meetings, sharing data-driven recommendations, and ensuring client financial strategies are consistent with broader business objectives. Strong communication skills and a proactive approach to problem-solving are key, as you'll serve as a bridge between financial analysis and client-facing teams.

Is a financial analyst a high paying job?

A financial analyst is generally considered a well-paying role, with salaries often above the national average depending on experience, location, and industry. Senior analysts or those with specialized skills and certifications like CFA tend to earn higher salaries. Compensation can also include bonuses and benefits, making it a financially rewarding career for many professionals.

Is AI replacing financial analysts?

AI is transforming the role of client financial analysts by automating data analysis and reporting tasks, allowing analysts to focus on strategic decision-making. While AI tools can handle routine work, human judgment, industry knowledge, and interpersonal skills remain essential for complex analysis and client interactions.

What does a client financial analyst do?

A client financial analyst evaluates clients' financial data to provide insights and recommendations that support investment decisions, risk management, and financial planning. They analyze financial statements, market trends, and client portfolios, often using tools like Excel or financial software, to help clients optimize their financial strategies.
What cities are hiring for Client Financial Analyst jobs? Cities with the most Client Financial Analyst job openings:
What states have the most Client Financial Analyst jobs? States with the most job openings for Client Financial Analyst jobs include:
Client Financial Analyst jobs near you
Infographic showing various Client Financial Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 65% Full Time, 4% Part Time, and 30% Contract. Highlights an 61% Physical, 5% Hybrid, and 34% Remote job distribution, with an average salary of $88,111 per year, or $42.4 per hour.

Senior Client Financial Analyst

Gallagher

Grand Rapids, MI • On-site

$82K - $102K/yr

Full-time

Medical, Life

Re-posted 23 hours ago

Arthur J. Gallagher & Co. rating

7.7

Company rating: 7.7 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

201st of 301 rated insurance

Job description

Introduction
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
 

Overview

Are you passionate about numbers and helping clients make informed decisions? Join Gallagher as a Senior Client Financial Analyst, where you’ll collaborate with Sales and Account Management teams to deliver tailored financial insights and solutions. You’ll play a key role in analyzing benefit plans, preparing reports, and presenting findings that drive strategic planning and renewal decisions.


How you'll make an impact
  • Work closely with clients to understand their needs and provide meaningful financial analysis.
  • Compile census data and financial information to prepare Requests for Proposals (RFPs).
  • Analyze utilization data and summarize results to guide decision-making.
  • Review and compare RFP responses, creating benefit and rate comparisons.
  • Prepare and present materials for strategic planning, renewals, and marketing results.
  • Represent your team on cross-functional projects and share your expertise.

About You

Required:

  • Bachelor's degree and minimum 4 years related experience.
  • Proficiency with software programs, such as excel, and mathematical calculations.
  • Strong PC and Microsoft application skills, including Word and Excel.
  • Basic understanding of insurance concepts.
  • Excellent oral and written communication ability.

Preferred:

  • State license for Health/Life desired.
  • Knowledge in using the analytical approach to problem solving.

Compensation and benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

  • Competitive compensation
  • Comprehensive benefits programs designed to support your well-being 
  • Career development opportunities and ongoing learning 
  • A collaborative, people-first culture with accessible leadership 
  • The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

Qualifications:

Required:

  • Bachelor's degree and minimum 4 years related experience.
  • Proficiency with software programs, such as excel, and mathematical calculations.
  • Strong PC and Microsoft application skills, including Word and Excel.
  • Basic understanding of insurance concepts.
  • Excellent oral and written communication ability.

Preferred:

  • State license for Health/Life desired.
  • Knowledge in using the analytical approach to problem solving.
Education:UNAVAILABLEEmployment Type: FULL_TIME

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