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Client Financial Analyst Jobs in Washington, DC (NOW HIRING)

Prepare client-facing reports, presentations, and executive briefings. * Collaborate with ... Demonstrated ability to analyze complex financial information and communicate findings clearly.

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Prepare client-facing reports, presentations, and executive briefings. * Collaborate with ... Demonstrated ability to analyze complex financial information and communicate findings clearly.

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Financial Analyst

Alexandria, VA ยท On-site

$99K - $144K/yr

ANSER values collaboration, integrity, and initiative and we are client focused in all that we do ... Position Summary ANSER is seeking a Financial Analyst to support the Warfighting Investments ...

Asset Management; Client Solutions & Structuring; Treasury Operations; Treasury Partnerships ... The Financial Analyst will support analytical, operational, and reporting activities related to ...

Financial Analyst

Alexandria, VA ยท On-site +1

$130K/yr

Financial Analyst II Alexandria, VA (Potomac Yard) | Hybrid Schedule (3 Days In Office / 2 Days ... This is our client's top priority opening and interviews are moving quickly. Apply today for ...

The Financial Analyst will work closely with multiple Defense and Civilian Agency program offices ... Interface directly with our GSA client's Project Managers, Contracting Officers, Contract ...

Financial Analyst

Mclean, VA ยท On-site

$60K - $68K/yr

The Financial Analyst will work closely with multiple Defense and Civilian Agency program offices ... Interface directly with our GSA client's Project Managers, Contracting Officers, Contract ...

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Client Financial Analyst information

See Washington, DC salary details

$43.6K

$99.8K

$133.6K

How much do client financial analyst jobs pay per year?

As of Aug 23, 2026, the average yearly pay for client financial analyst in Washington, DC is $99,757.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $125,100.00 per year, depending on experience, location, and employer.

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.

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.

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 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.
Infographic showing various Client Financial Analyst job openings in Washington, DC as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $99,757 per year, or $48 per hour.

Senior Director, Client Financial Services

Sunflower Services PBC

Washington, DC โ€ข On-site

$150K - $170K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Job description

Job Title: Senior Director of Client Financial Services

Department: Partner Solutions Finance

Location: Hybrid, based in Washington, DC, or Durham, NC; or Remote in Illinois, Maryland, New Jersey, New York, North Carolina, or Virginia

Who We Are

Today’s societal challenges are more complex, interconnected, and urgent than ever. Sunflower Services is comprised of over 240 professionals with deep expertise in the philanthropic sector. We provide support services to fiscal sponsors and intermediaries—and their hundreds of mission-driven projects—that are creating meaningful change. We welcome jobseekers who are motivated by results and driven by impact. For a list of current job openings at Sunflower, please visit our LinkedIn page.

Sunflower Services is an independent, nonprofit-owned Public Benefit Corporation dedicated to providing operational excellence to nonprofit and social impact organizations. Sunflower delivers integrated solutions in finance, HR, grants management, compliance, and other administrative areas, helping mission-driven organizations and changemakers focus on what matters most: their impact.

Position Overview

The Senior Director of Client Financial Services role oversees the client financial services team, which is a team of financial analysts that works in partnership with internal and external stakeholders to advise on financial management best practices and ensure high quality financial reporting for a variety of nonprofit clients.

What You’ll Do

Client Service

  • Provide financial client service expertise to internal colleagues and a portfolio of external clients with complex financial activities by reviewing and analyzing programmatic financial statements, preparing forecasts and other financial customizations, and problem solving as other financial issues or questions arise, including addressing escalated client service concerns
  • Review and sign the financial components of complex proposals and grant reports to private foundation funders
  • Communicate complex financial information in a way that is understandable and accessible to non-financial stakeholders, including key client staff and board members
  • Provide senior oversight for the preparation and presentation of trainings designed for internal staff and external clients on processes and best practices in nonprofit financial management
  • Provide senior oversight for the maintenance of shared financial templates and other key resources of the client financial services team
  • Oversee collaborative initiatives with non-financial colleagues across multiple departments to improve systems, processes, and the accuracy of financial reporting for clients
  • Coach other client financial services team members on addressing complex and escalated financial situations and providing excellent service to clients
  • Review the work of other client financial services team members and provide constructive feedback, with a focus on team member development
  • Coordinate the development and completion of strategic objectives and priorities for the client financial services team
  • Identify and recruit internal or external candidates to meet hiring needs for the client financial services team, based on skill, experience, or other relevant factors

Team Management

  • People manage the client financial services team and directly people manage 3-5 team members, including performance management and a focus on developing, motivating, and mentoring team members
  • Oversee and manage performance accountabilities for the client financial services team, including setting individualized goals and managing to role expectations
  • Convey, support, and as appropriate, translate firm messages from leadership to client financial services team members
  • Proactively identify and coordinate learning opportunities for the client financial services team
  • Manage culture and employee experiences for the client financial services team
  • Oversee resourcing for the client financial services team, including budgeting and capacity management

What You’ll Bring

Required

  • Minimum of 8 years of relevant professional experience with financial and grant reporting in a nonprofit or client service setting
  • Expertise with nonprofit finance and accounting best practices and concepts
  • Experience managing private foundation grants
  • Experience overseeing teams, including team strategy and resourcing

Preferred

  • Financial management experience with fiscal sponsors
  • Experience managing charitable investments
  • Experience with training facilitation and coordination
  • Experience presenting financial reporting and analysis to boards of directors
  • Certified Public Accountancy (CPA), or equivalent
  • Understanding of the rules governing 501(c)(3)’s and 501(c)(4)’s
  • Advanced proficiency with Excel for data analysis and developing templates for client use
  • Advanced ability to simplify and explain complex financial concepts to non-financial stakeholders, including key clients
  • Strong interpersonal communication skills, both verbal and written, including an ability to deliver clear, concise, and contextualized messaging to key clients
  • Strong organizational skills with the ability to effectively manage multiple projects and competing deadlines, including independently developing and managing workplans
  • Ability to work independently and collaboratively in a fast-paced, client service environment, including project managing collaborative initiatives
  • Excellence with problem solving, analytical skills, and attention to detail

Compensation and Benefits

The annual salary range for this position is $150,000 - $170,000. Our salary ranges are based on national compensation benchmarks of similar sized companies in professional services. This position is eligible for an annual bonus at 15% of the annual salary.

We offer a comprehensive benefits package that includes medical, dental, and vision insurance, plus a flexible spending account and health savings account, in addition to a 401k with a company match, and commuter benefits.

We give generous paid time off, with 18 days of vacation time, 10 days of personal time, 20 hours of volunteer time, 11 company holidays, and 4 optional holidays.

We support work-life balance with parental leave, UrbanSitter membership, Employee Resource Groups, and fitness and telecommunications reimbursements.

We value growth and development with options for education reimbursement and professional development.

We also offer disability, life insurance, additional voluntary insurances, and access to Teladoc and Health Advocate.

Work at Sunflower Services

Submit a resume and cover letter. The application deadline for this position is August 13, 2026. The deadline to apply may be shortened or extended depending on business needs. 

Location Requirements

This is a full-time position. The position can operate on a hybrid schedule, based in our Washington, DC, or Durham, NC offices, or it can be fully remote from the following locations: Illinois, Maryland, New Jersey, New York, North Carolina, or Virginia.

If a new hire is within proximity of our Washington, DC or Durham, NC offices, the expectation during onboarding (~90 days) is that you come into the office a minimum of 3 days per week. After this onboarding period, employees can then come into the office on a more flexible schedule with the remaining days worked at home/remotely.

Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer 

We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.  

Sunflower Services is an Equal Opportunity Employer without regard to race, gender, disability status, veteran status, or any other category protected by federal, state, or local law.

Visit our web page to learn more about Sunflower Services and watch this video.