ZipRecruiter

Log In

1

Client Financial Management Analyst Jobs in Rochester, NY

Summa

Financial Analyst

Rochester, NY · On-site

$80K - $100K/yr

Summary We're working with a manufacturing client seeking a Financial Analyst who can operate at ... Manage AR follow-ups, credit memos, and RMA processing * Assist with payroll reconciliations ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$137K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Safran

Financial Analyst

Rochester, NY · On-site

$60K - $80K/yr

Reporting to the FP&A Manager, the Financial Analyst supports Safran Federal Systems by helping drive financial accuracy, operational efficiency, and program execution. This role works closely with ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Northwestern Mutual

Financial Advisor

Pittsford, NY

$137K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Safran

Financial Analyst

Rochester, NY · On-site

Reporting to the FP&A Manager, the Financial Analyst supports Safran Federal Systems by helping drive financial accuracy, operational efficiency, and program execution. This role works closely with ...

Northwestern Mutual

Financial Advisor

Pittsford, NY

$137K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Northwestern Mutual

Financial Advisor

Pittsford, NY

$137K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...

Safran

Financial Analyst

Rochester, NY · On-site

Reporting to the FP&A Manager, the Financial Analyst supports Safran Federal Systems by helping drive financial accuracy, operational efficiency, and program execution. This role works closely with ...

next page

Showing results 1-20

All JobsClient Financial Management Analyst JobsClient Financial Management Analyst Jobs in Rochester, NY

Client Financial Management Analyst information

See Rochester, NY salary details

$38K

$86.9K

$116.4K

How much do client financial management analyst jobs pay per year?

As of Jul 26, 2026, the average yearly pay for client financial management analyst in Rochester, NY is $86,936.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,100.00 and $109,000.00 per year, depending on experience, location, and employer.

What are the typical daily responsibilities of a Client Financial Management Analyst, and how do they contribute to client success?

As a Client Financial Management Analyst, your daily responsibilities often include monitoring project budgets, preparing financial reports, and analyzing cost variances. You will collaborate closely with project managers and client teams to ensure financial targets are met and risks are identified early. By providing accurate financial insights and proactive recommendations, you help clients achieve their business objectives while maintaining profitability and compliance. This role requires strong attention to detail and effective communication to bridge the gap between finance and client-facing teams.

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

To thrive as a Client Financial Management Analyst, you need strong analytical abilities, financial acumen, and a background in finance, accounting, or related fields, often supported by a relevant degree. Familiarity with financial modeling tools, Excel, ERP systems, and sometimes certifications like CPA or CFA is typically required. Outstanding attention to detail, communication, and problem-solving skills help build client trust and enable effective collaboration. These skills are vital for delivering accurate financial insights, supporting business decisions, and maintaining strong client relationships.

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

AspectClient Financial Management AnalystFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA beneficialBachelor's degree in finance, economics, or related; CFA often preferred
Work EnvironmentFinancial institutions, consulting firms, corporate finance departmentsCorporations, investment firms, banks, consulting
Primary FocusManaging client financial portfolios, reporting, and client-specific financial strategiesAnalyzing financial data, forecasting, investment analysis, and reporting

The main difference is that a Client Financial Management Analyst focuses on managing and advising clients' financial portfolios and strategies, while a Financial Analyst primarily analyzes financial data to support investment and business decisions. Both roles require similar credentials and often work in related environments, but their core responsibilities differ in client interaction versus internal analysis.

What does a Client Financial Management Analyst do?

A Client Financial Management Analyst is responsible for supporting a company's financial planning and analysis related to client accounts or projects. They track budgets, forecast financial outcomes, analyze performance metrics, and help manage billing and reporting for clients. These analysts work closely with project managers and finance teams to ensure that financial goals are met and that clients receive accurate financial information. Their work helps organizations optimize costs, improve profitability, and maintain strong client relationships.
What are popular job titles related to Client Financial Management Analyst jobs in Rochester, NY? For Client Financial Management Analyst jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Client Financial Management Analyst jobs in Rochester, NY look for? The top searched job categories for Client Financial Management Analyst jobs in Rochester, NY are:
Client Financial Management Analyst jobs near you
Key Private Bank Relationship Manager

Key Private Bank Relationship Manager

KeyBank

Rochester, NY • On-site

$96K - $181K/yr

Full-time

Posted 26 days ago

KeyBank rating

8.4

Company rating: 8.4 out of 10

Based on 97 frontline employees who took The Breakroom Quiz

40th of 170 rated banks

Job description

Location:
One Bausch & Lomb Place, Rochester New York
Job Summary
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships.
Essential Functions
  • Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
  • Develops a comprehensive understanding of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in a financial plan.
  • Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
  • Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
  • Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
  • Actively participates in Community organizations to source business development opportunities and demonstrate Key's commitment to the local community.
  • Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree in business related field (preferred)
  • OR equivalent experience (required)

Work Experience
  • 5 years of demonstrated sales and business development experience with proven results (required)

Licenses and Certifications
  • FINRA License S7 () and
  • FINRA License S66 (preferred) or
  • FINRA License S63 () and
  • FINRA License S65 (preferred)
  • Certified Financial Planner (CFP) (preferred)
  • Certified Investment Management Analyst (CIMA) (preferred)
  • Certified Public Accountant (CPA) (preferred)
  • Chartered Financial Analyst (CFA) (preferred)
  • Certified Wealth Strategist (preferred)
  • Licensed Attorney/JD (varies by state) (preferred)

Skills
  • Ability to build trust by taking a client-centric approach. To prepare for Talent
  • Demonstrated strong or advanced knowledge of Investments, Trust, and Credit; ability to consult and prioritize client needs.
  • Demonstrated in-depth knowledge of financial products and banking regulations.
  • Demonstrated strong client advisory skills.
  • Demonstrated experience with and broad understanding of personal and commercial financial statements.
  • Proven experience with and comprehensive understanding of consumer and commercial lending.
  • Excellent verbal and written communication skills.
  • Proficient in personal computer applications to drive results.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

Driving Requirements
  • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Work Location Category
  • Hybrid (Sales)

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/16/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
#LI-Hybrid

What KeyBank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

KeyBank logo

About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

View All KeyBank Jobs

Apply