1

Client Financial Analyst Jobs (NOW HIRING)

In this client-facing technical role, you will leverage deep functional knowledge of ETD clearing ... Lead functional analysis for complex ETD financial reconciliations including position, margin, and ...

Financial Analyst

Scottsdale, AZ · On-site

$80K - $90K/yr

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview The Financial Analyst will serve as a key ...

In this client-facing technical role, you will leverage deep functional knowledge of ETD clearing ... Lead functional analysis for complex ETD financial reconciliations including position, margin, and ...

In this client-facing technical role, you will leverage deep functional knowledge of ETD clearing ... Lead functional analysis for complex ETD financial reconciliations including position, margin, and ...

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 ...

In this client-facing technical role, you will leverage deep functional knowledge of ETD clearing ... Lead functional analysis for complex ETD financial reconciliations including position, margin, and ...

In this client-facing technical role, you will leverage deep functional knowledge of ETD clearing ... Lead functional analysis for complex ETD financial reconciliations including position, margin, and ...

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 ...

In this client-facing technical role, you will leverage deep functional knowledge of ETD clearing ... Lead functional analysis for complex ETD financial reconciliations including position, margin, and ...

Financial Planning and Analysis JOB SCOPE & PURPOSE The Client Finance Analyst supports the Senior Director, Finance and Client Engagement teammates in business financial reporting, analysis, and ...

Financial Planning and Analysis JOB SCOPE & PURPOSE The Client Finance Analyst supports the Senior Director, Finance and Client Engagement teammates in business financial reporting, analysis, and ...

Financial Planning and Analysis JOB SCOPE & PURPOSE The Client Finance Analyst supports the Senior Director, Finance and Client Engagement teammates in business financial reporting, analysis, and ...

Showing results 21-40

Client Financial Analyst information

See salary details

$38.5K

$88.1K

$118K

How much do client financial analyst jobs pay per year?

As of Sep 12, 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.

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.

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:

What are popular job titles related to Client Financial Analyst jobs?

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

Infographic showing various Client Financial Analyst job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $88,111 per year, or $42.4 per hour.

Financial Analyst ETD

Tampa, FL • On-site

Deloitte
Finance and Insurance • 10K+ employees

Full-time

Posted 18 days ago


Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 93 frontline employees who took The Breakroom Quiz


Job description

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Exchange-Traded Derivatives (ETD) Financial Analyst - Consultant, Strategy, Growth, and Transformation you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.

Work you'll do/Responsibilities

As an Exchange-Traded Derivatives (ETD) Financial Analyst, you will play a pivotal role in driving complex data migrations and operational transformations for capital markets and financial services clients. In this client-facing technical role, you will leverage deep functional knowledge of ETD clearing platforms, exchange workflows, margin processes, and post-trade operations to ensure seamless transitions during large-scale technology transformations. You will bridge the gap between technical data engineering and business operations, utilizing advanced SQL to interrogate large datasets, conduct functional analysis for reconciliations, manage mandatory regulatory reporting, and guarantee the integrity of client financial data across listed derivatives lifecycles.

ETD Data Migration: Drive end-to-end ETD data migration activities on complex financial services technology programs for clients. Ensure strict data integrity of listed derivatives positions, trades, and margin records from legacy systems to modern target architectures across futures and options asset classes.

Functional Analysis & Reporting: Lead functional analysis for complex ETD financial reconciliations including position, margin, and cash reconciliations, ensuring strict alignment with exchange, clearinghouse, and mandatory regulatory reporting requirements such as European Market Infrastructure Regulation (EMIR), Commodity Futures Trading Commission (CFTC), and Markets in Financial Instruments Directive II (MiFID II).

ETD Clearing & Exchange Workflow Management: Navigate and extract data from ETD clearing platforms, specifically GMI (Global Market Infrastructure) and/or XTP, actively managing and validating data structures related to trade registration, clearing workflows, daily settlement, variation margin, and expiry/exercise processes.

Advanced Data Analysis & Resolution: Interrogate large, complex ETD datasets to proactively identify data quality issues, validate complex trade and position data mappings, and drive swift resolution to maintain project timelines across multi-asset listed derivatives environments.

Technical Translation & Client Communication: Translate highly complex technical findings, SQL query results, and migration roadblocks into clear, actionable business language for non-technical executive client stakeholders, maintaining confidence and transparency throughout project delivery.

Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management 

Independently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes 

The successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships 
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor 
  • Ability to meet deadlines
  • Ability to provide clear guidance to others

The Team 

Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation. 

Qualifications

Required

4+ years of experience as a Financial Analyst, Data Analyst, or Migration Consultant, with a proven track record delivering data migration or operational transformation activities on financial services or capital markets technology programs involving listed derivatives.

4+ years of experience working directly with GMI and/or XTP System Knowledge: Demonstrable, hands-on experience working directly with the GMI (Global Market Infrastructure) platform and/or XTP, including deep familiarity with their underlying data structures, trade and position lifecycle, clearing and settlement workflows, and daily operational processes.

4+ years of experience SQL & Data Analysis Proficiency: Strong to Expert-level SQL skills with the demonstrated ability to write complex queries for data extraction, transformation, validation, and reconciliation across large enterprise ETD datasets including positions, trades, margin, and reference data.

AI-Assisted Analysis: Demonstrated expertise leveraging AI-assisted analysis tools to accelerate break investigation, root cause analysis, data mapping validation, and reconciliation activities across complex ETD datasets.

Listed Derivatives Product Knowledge: Solid functional understanding of exchange-traded futures and options products including equity, fixed income, FX, and commodity derivatives covering trade lifecycle events from execution through expiry, exercise, and final settlement.

Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience

Limited immigration sponsorship may be available

Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

FSI Industry Focus: Experience delivering technical and financial solutions exclusively within the Financial Services and Insurance (FSI) sectors, specifically within Capital Markets, Derivatives Trading, or Wealth Management.

Cross-Border Operations: Prior experience supporting global trading desks (NAM, EMEA, APAC), understanding regional regulatory differences and cross-border settlement nuances.

Analytical/ Decision Making Responsibilities

Analytical ability to manage multiple projects and prioritize tasks into manageable work products

Can operate independently or with minimum supervision

Excellent Written and Communication Skills

Ability to deliver technical demonstrations

Qualifications:

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Exchange-Traded Derivatives (ETD) Financial Analyst - Consultant, Strategy, Growth, and Transformation you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.

Work you'll do/Responsibilities

As an Exchange-Traded Derivatives (ETD) Financial Analyst, you will play a pivotal role in driving complex data migrations and operational transformations for capital markets and financial services clients. In this client-facing technical role, you will leverage deep functional knowledge of ETD clearing platforms, exchange workflows, margin processes, and post-trade operations to ensure seamless transitions during large-scale technology transformations. You will bridge the gap between technical data engineering and business operations, utilizing advanced SQL to interrogate large datasets, conduct functional analysis for reconciliations, manage mandatory regulatory reporting, and guarantee the integrity of client financial data across listed derivatives lifecycles.

ETD Data Migration: Drive end-to-end ETD data migration activities on complex financial services technology programs for clients. Ensure strict data integrity of listed derivatives positions, trades, and margin records from legacy systems to modern target architectures across futures and options asset classes.

Functional Analysis & Reporting: Lead functional analysis for complex ETD financial reconciliations including position, margin, and cash reconciliations, ensuring strict alignment with exchange, clearinghouse, and mandatory regulatory reporting requirements such as European Market Infrastructure Regulation (EMIR), Commodity Futures Trading Commission (CFTC), and Markets in Financial Instruments Directive II (MiFID II).

ETD Clearing & Exchange Workflow Management: Navigate and extract data from ETD clearing platforms, specifically GMI (Global Market Infrastructure) and/or XTP, actively managing and validating data structures related to trade registration, clearing workflows, daily settlement, variation margin, and expiry/exercise processes.

Advanced Data Analysis & Resolution: Interrogate large, complex ETD datasets to proactively identify data quality issues, validate complex trade and position data mappings, and drive swift resolution to maintain project timelines across multi-asset listed derivatives environments.

Technical Translation & Client Communication: Translate highly complex technical findings, SQL query results, and migration roadblocks into clear, actionable business language for non-technical executive client stakeholders, maintaining confidence and transparency throughout project delivery.

Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management 

Independently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes 

The successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships 
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor 
  • Ability to meet deadlines
  • Ability to provide clear guidance to others

The Team 

Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organization. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation. 

Qualifications

Required

4+ years of experience as a Financial Analyst, Data Analyst, or Migration Consultant, with a proven track record delivering data migration or operational transformation activities on financial services or capital markets technology programs involving listed derivatives.

4+ years of experience working directly with GMI and/or XTP System Knowledge: Demonstrable, hands-on experience working directly with the GMI (Global Market Infrastructure) platform and/or XTP, including deep familiarity with their underlying data structures, trade and position lifecycle, clearing and settlement workflows, and daily operational processes.

4+ years of experience SQL & Data Analysis Proficiency: Strong to Expert-level SQL skills with the demonstrated ability to write complex queries for data extraction, transformation, validation, and reconciliation across large enterprise ETD datasets including positions, trades, margin, and reference data.

AI-Assisted Analysis: Demonstrated expertise leveraging AI-assisted analysis tools to accelerate break investigation, root cause analysis, data mapping validation, and reconciliation activities across complex ETD datasets.

Listed Derivatives Product Knowledge: Solid functional understanding of exchange-traded futures and options products including equity, fixed income, FX, and commodity derivatives covering trade lifecycle events from execution through expiry, exercise, and final settlement.

Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience

Limited immigration sponsorship may be available

Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

FSI Industry Focus: Experience delivering technical and financial solutions exclusively within the Financial Services and Insurance (FSI) sectors, specifically within Capital Markets, Derivatives Trading, or Wealth Management.

Cross-Border Operations: Prior experience supporting global trading desks (NAM, EMEA, APAC), understanding regional regulatory differences and cross-border settlement nuances.

Analytical/ Decision Making Responsibilities

Analytical ability to manage multiple projects and prioritize tasks into manageable work products

Can operate independently or with minimum supervision

Excellent Written and Communication Skills

Ability to deliver technical demonstrations

Education:Bachelor's DegreeEmployment Type:

What Deloitte employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom