Financial Analyst ETD
Tampa, FL · On-site
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 ...
Tampa, FL · On-site
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 ...
Tampa, FL · On-site
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 ...
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 ...
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 ...
New York, NY · On-site
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 ...
New York, NY · On-site
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 ...
Charlotte, NC · On-site
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 ...
Charlotte, NC · On-site
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 ...
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 ...
Jersey City, NJ · On-site
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 ...
Jersey City, NJ · On-site
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 ...
Dallas, TX · On-site
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 ...
Dallas, TX · On-site
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 ...
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 ...
Charlotte, NC · On-site
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 ...
Charlotte, NC · On-site
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 ...
San Francisco, CA · On-site
$100K/yr
Financial Analyst - Client Advisory (For Immediate Start) San Francisco, California Program Overview Jordan Park's Financial Analyst Program is a two-year experience that provides exposure to all ...
San Francisco, CA · On-site
$100K/yr
Financial Analyst - Client Advisory (For Immediate Start) San Francisco, California Program Overview Jordan Park's Financial Analyst Program is a two-year experience that provides exposure to all ...
Irving, TX · On-site
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 ...
Irving, TX · On-site
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 ...
Irving, TX · On-site
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 ...
Irving, TX · On-site
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 ...
Washington, DC · On-site
$150K - $170K/yr
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 ...
Washington, DC · On-site
$150K - $170K/yr
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 ...
San Francisco, CA · On-site
$100K/yr
Financial Analyst - Client Advisory (For Immediate Start) San Francisco, California Program Overview Jordan Park's Financial Analyst Program is a two-year experience that provides exposure to all ...
San Francisco, CA · On-site
$100K/yr
Financial Analyst - Client Advisory (For Immediate Start) San Francisco, California Program Overview Jordan Park's Financial Analyst Program is a two-year experience that provides exposure to all ...
Our national client base ranges from large health systems to small practices and everything in ... Requirements VMG Health is seeking a financial analyst to contribute to the success of the firm by ...
Our national client base ranges from large health systems to small practices and everything in ... Requirements VMG Health is seeking a financial analyst to contribute to the success of the firm by ...
Our national client base ranges from large health systems to small practices and everything in ... VMG Health is seeking a financial analyst to contribute to the success of the firm by providing ...
Our national client base ranges from large health systems to small practices and everything in ... VMG Health is seeking a financial analyst to contribute to the success of the firm by providing ...
Our national client base ranges from large health systems to small practices and everything in ... Requirements VMG Health is seeking a financial analyst to contribute to the success of the firm by ...
Our national client base ranges from large health systems to small practices and everything in ... Requirements VMG Health is seeking a financial analyst to contribute to the success of the firm by ...
Our national client base ranges from large health systems to small practices and everything in ... Requirements VMG Health is seeking a financial analyst to contribute to the success of the firm by ...
Our national client base ranges from large health systems to small practices and everything in ... Requirements VMG Health is seeking a financial analyst to contribute to the success of the firm by ...
Our national client base ranges from large health systems to small practices and everything in ... VMG Health is seeking a financial analyst to contribute to the success of the firm by providing ...
Our national client base ranges from large health systems to small practices and everything in ... VMG Health is seeking a financial analyst to contribute to the success of the firm by providing ...
$38.5K - $45.7K
2% of jobs
$45.7K - $53K
4% of jobs
$53K - $60.2K
5% of jobs
$60.2K - $67.4K
9% of jobs
$70.4K is the 25th percentile. Wages below this are outliers.
$67.4K - $74.6K
12% of jobs
$74.6K - $81.9K
11% of jobs
The median wage is $86.9K / yr.
$81.9K - $89.1K
11% of jobs
$89.1K - $96.3K
14% of jobs
$101.2K is the 75th percentile. Wages above this are outliers.
$96.3K - $103.5K
12% of jobs
$103.5K - $110.8K
1% of jobs
$110.8K - $118K
20% of jobs
$38.5K
$88.1K
$118K
| Aspect | Client Financial Analyst | Financial Analyst |
|---|---|---|
| Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common | Bachelor's degree in finance, economics, or related; CFA certification often preferred |
| Work Environment | Client-facing roles, working closely with clients to analyze financial data and provide insights | Internal roles focused on analyzing company or market data for decision-making |
| Employer & Industry | Financial services, banking, investment firms, consulting | Corporations, 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.
Cities with the most Client Financial Analyst job openings:
States with the most job openings for Client Financial Analyst jobs include:
For Client Financial Analyst jobs, the most frequently searched job titles are:

Tampa, FL • On-site
Full-time
Posted 18 days ago
8.2
Based on 93 frontline employees who took The Breakroom Quiz
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:
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
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:
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
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Finance and insurance and business management consulting
10,000+ Employees
Orlando, FL, US