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Client Financial Management Analyst Jobs in Rochester, NY

Fermilab

Financial Analysis On-Call

Batavia, NY · On-site

$70K - $93K/yr

Prepare moderately complex financial statements/reports for management, the Department of Energy ... Analyze moderately complex problems or discrepancies and execute corrective action or provides ...

Baldwin Richardson Foods

FP&A Manager

Macedon, NY · On-site

FP&A Manager Posting Start Date: 7/20/26 Division: Finance Location Type: Hybrid Pay Min: 130,000 ... Communicate to senior management the reasons behind the product/department performance and results.

ELS

Senior Financial Reporting Analyst

Rochester, NY · On-site

$102K/yr

This position is remote eligible for up to 40% of the time with manager approval once training ... The Senior Financial Reporting & Systems Analyst serves as a key technical and analytical leader ...

TES Staffing

Be Seen First

Senior Financial Analyst - Pricing & Balance Sheet Strategy

Honeoye Falls, NY · On-site

$75K - $90K/yr

Senior Financial Analyst - Pricing & Balance Sheet Strategy Location: Honeoye Falls, NY Schedule ... Partner with Sales, E-Commerce, Operations, Product Management, and Finance. * Help ensure ...

Pronexus, LLC

Accounting Manager

Pittsford, NY · On-site

$38 - $45/hr

Communicate financial results, analysis, and recommendations effectively to executive management ... Experience in a customer service or client facing role, public accounting, consulting, and/or ...

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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 Aug 17, 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 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 the key skills and qualifications needed to thrive as a client financial management analyst?

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 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

Prime Financial Services - Account Management - Associate

JPMorgan Chase & Co.

Rochester, NY • On-site

$90 - $120/hr

Other

This job post has expired today. Applications are no longer accepted.

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

As an associate in J.P. Morgan Prime Financial Services (PFS) Group, you'll be a part of a team that combines capabilities across Prime Finance and Futures & Derivatives Clearing (F&DC) within the Corporate & Investment Bank. As an Account Manager in New York, you will help support relationship management and day-to-day client engagement, contribute to analysis of client metrics and trends, and help coordinate issue resolution and communications across product, technology, and operations.

Job responsibilities
  • Support relationship management with key client stakeholders by preparing for daily interactions, meetings, and events; maintain contact lists, meeting notes, and follow-ups.
  • Help engage clients on new products, technology, and regulatory developments within the Prime Financial Services platform.
  • Identify and elevate business opportunities by tracking client activity, service issues, and pipeline items.
  • Perform quantitative analysis on client metrics and balance trends.
  • Assist with client requests related to regulatory and market changes by summarizing impacts, compiling required information, and partnering with internal stakeholders.
  • Help manage the end-to-end client experience across product, technology, and operations by tracking issues/resolutions and ensuring timely communication.
  • Contribute to client experience and product improvement initiatives by gathering data, documenting processes, preparing materials, and supporting implementation and testing.
Required qualifications, capabilities, and skills
  • Bachelor’s degree in Finance, Economics, or a related field.
  • At least 1 year of experience in a client-facing role within financial services.
  • General understanding of alternatives and institutional clients, including financing and clearing products used in client strategies.
  • Ability to build relationships with clients and internal partner groups.
  • Strong organizational and project management skills; ability to prioritize, multitask, and deliver in a dynamic environment.
  • Proactive self-starter able to work independently and elevate issues when required.
  • Inquisitive mindset with interest in learning and taking on new challenges.
Preferred qualifications, capabilities, and skills
  • Experience with business analytics tools to drive process improvements and build templates/materials for clients.
  • FINRA Series 3, 7, and 63
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