Client Services Analyst
Houston, TX ยท On-site
... financial software solutions to legal and trustee professionals. We are seeking a Customer Support & Business Analyst who is passionate about delivering exceptional customer experiences while ...
Houston, TX ยท On-site
... financial software solutions to legal and trustee professionals. We are seeking a Customer Support & Business Analyst who is passionate about delivering exceptional customer experiences while ...
Houston, TX ยท On-site
... financial software solutions to legal and trustee professionals. We are seeking a Customer Support & Business Analyst who is passionate about delivering exceptional customer experiences while ...
Austin, TX ยท On-site
Strong proficiency in Excel and financial software (e.g., SAP, Oracle, or similar). * Excellent analytical skills and attention to detail. * Strong communication and collaboration skills. * Ability ...
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Austin, TX ยท On-site
Strong proficiency in Excel and financial software (e.g., SAP, Oracle, or similar). * Excellent analytical skills and attention to detail. * Strong communication and collaboration skills. * Ability ...
Salt Lake City, UT ยท On-site
$75K - $125K/yr
This role involves working with various financial software and tools, including Microsoft Excel, Power BI, and Sage to analyze data, prepare reports, and assist in budgeting and forecasting processes.
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Salt Lake City, UT ยท On-site
$75K - $125K/yr
This role involves working with various financial software and tools, including Microsoft Excel, Power BI, and Sage to analyze data, prepare reports, and assist in budgeting and forecasting processes.
Utilizesfinancial modeling software programs, Excel, database applications, andsubsidiary systems in support of the Bank's financial risk management.Participates in the use and maintenance of the ...
Utilizesfinancial modeling software programs, Excel, database applications, andsubsidiary systems in support of the Bank's financial risk management.Participates in the use and maintenance of the ...
Beverly Hills, CA ยท On-site
$50K - $55K/yr
Entering vendor invoices and other disbursement requests into accounting software * Processing disbursement checks * Maintaining financial files * Prepare spreadsheets, collect data, and explain ...
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Beverly Hills, CA ยท On-site
$50K - $55K/yr
Entering vendor invoices and other disbursement requests into accounting software * Processing disbursement checks * Maintaining financial files * Prepare spreadsheets, collect data, and explain ...
South Burlington, VT ยท On-site
$25 - $30/hr
... financial software and process approved payments โข Prepare and distribute checks for approved disbursements โข Maintain organized vendor files and supporting documentation โข Reconcile vendor ...
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South Burlington, VT ยท On-site
$25 - $30/hr
... financial software and process approved payments โข Prepare and distribute checks for approved disbursements โข Maintain organized vendor files and supporting documentation โข Reconcile vendor ...
Chicago, IL ยท On-site +1
$120K - $150K/yr
The Senior Financial Analyst is tasked with ensuring that CPM's third-party financial software meets the organization's financial objectives along with the organization's reporting and compliance ...
Chicago, IL ยท On-site +1
$120K - $150K/yr
The Senior Financial Analyst is tasked with ensuring that CPM's third-party financial software meets the organization's financial objectives along with the organization's reporting and compliance ...
Miami, FL ยท On-site
Experience with ERP systems and financial software preferred * Strong analytical and problem-solving skills * High attention to detail and organizational skills * Proven verbal and written English ...
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Miami, FL ยท On-site
Experience with ERP systems and financial software preferred * Strong analytical and problem-solving skills * High attention to detail and organizational skills * Proven verbal and written English ...
... financial software. Responsibilities The Financial Analyst is responsible for managing financial data, tracking budget allocations, and ensuring accurate financial documentation within the ...
... financial software. Responsibilities The Financial Analyst is responsible for managing financial data, tracking budget allocations, and ensuring accurate financial documentation within the ...
York Springs, PA ยท On-site
$60K - $85K/yr
Proven efficiency in spreadsheets, databases, and financial software applications * ERP experience, preferably in Microsoft Business Central * Solid organizational, time management, problem-solving ...
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York Springs, PA ยท On-site
$60K - $85K/yr
Proven efficiency in spreadsheets, databases, and financial software applications * ERP experience, preferably in Microsoft Business Central * Solid organizational, time management, problem-solving ...
$120K - $150K/yr
The Senior Financial Analyst is tasked with ensuring that CPM's third-party financial software meets the organization's financial objectives along with the organization's reporting and compliance ...
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$120K - $150K/yr
The Senior Financial Analyst is tasked with ensuring that CPM's third-party financial software meets the organization's financial objectives along with the organization's reporting and compliance ...
Broken Arrow, OK ยท On-site
Detail-oriented, excellent communication, and proficiency in financial software. * Team Player: * Collaborative mindset, adaptable to a fast-paced environment. How to Apply: Send your resume and ...
Broken Arrow, OK ยท On-site
Detail-oriented, excellent communication, and proficiency in financial software. * Team Player: * Collaborative mindset, adaptable to a fast-paced environment. How to Apply: Send your resume and ...
Broken Arrow, OK ยท On-site
Detail-oriented, excellent communication, and proficiency in financial software. * Team Player: * Collaborative mindset, adaptable to a fast-paced environment. How to Apply: Send your resume and ...
Broken Arrow, OK ยท On-site
Detail-oriented, excellent communication, and proficiency in financial software. * Team Player: * Collaborative mindset, adaptable to a fast-paced environment. How to Apply: Send your resume and ...
Somerville, MA ยท On-site
Depending on Relevant Experience Come join oneZero Financial Systems! An exciting, fast-growing ... We are currently looking for a motivated and talented Lead Software Engineer to join our ...
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Somerville, MA ยท On-site
Depending on Relevant Experience Come join oneZero Financial Systems! An exciting, fast-growing ... We are currently looking for a motivated and talented Lead Software Engineer to join our ...
$90K - $115K/yr
They will be proficient in using accounting software such Appfolio and QuickBooks. Key responsibilities include: * Preparing and reviewing financial statements, including balance sheets, income ...
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$90K - $115K/yr
They will be proficient in using accounting software such Appfolio and QuickBooks. Key responsibilities include: * Preparing and reviewing financial statements, including balance sheets, income ...
Chicago, IL ยท On-site +1
$120K - $150K/yr
The Senior Financial Analyst is tasked with ensuring that CPM's third-party financial software meets the organization's financial objectives along with the organization's reporting and compliance ...
Chicago, IL ยท On-site +1
$120K - $150K/yr
The Senior Financial Analyst is tasked with ensuring that CPM's third-party financial software meets the organization's financial objectives along with the organization's reporting and compliance ...
Manhattan, NY ยท On-site
$93K - $116K/yr
Financially support projects aimed at upgrading network infrastructure, including hardware and software enhancements. * Cloud Migration : Assist in budgeting and financial analysis for cloud ...
Manhattan, NY ยท On-site
$93K - $116K/yr
Financially support projects aimed at upgrading network infrastructure, including hardware and software enhancements. * Cloud Migration : Assist in budgeting and financial analysis for cloud ...
$187K - $312K/yr
Chief Financial Officer (CFO) Role Overview: We are seeking an experienced Chief Financial Officer ... software. - Ability to thrive in a fast-paced, evolving business environment. What We Offer ...
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$187K - $312K/yr
Chief Financial Officer (CFO) Role Overview: We are seeking an experienced Chief Financial Officer ... software. - Ability to thrive in a fast-paced, evolving business environment. What We Offer ...
Proficiency with financial software and platforms (Yardi, Argus, or similar real estate platforms a plus) * Experience with data visualization tools (Power BI, Tableau, or similar) preferred
Proficiency with financial software and platforms (Yardi, Argus, or similar real estate platforms a plus) * Experience with data visualization tools (Power BI, Tableau, or similar) preferred
Indianapolis, IN ยท On-site
Proficiency with financial software and platforms (Yardi, Argus, or similar real estate platforms a plus) * Experience with data visualization tools (Power BI, Tableau, or similar) preferred
Indianapolis, IN ยท On-site
Proficiency with financial software and platforms (Yardi, Argus, or similar real estate platforms a plus) * Experience with data visualization tools (Power BI, Tableau, or similar) preferred
$29K - $47K
6% of jobs
$47K - $65K
12% of jobs
$73.7K is the 25th percentile. Wages below this are outliers.
$65K - $83K
15% of jobs
The median wage is $96.5K / yr.
$83K - $101K
23% of jobs
$101K - $119K
17% of jobs
$122.7K is the 75th percentile. Wages above this are outliers.
$119K - $137K
12% of jobs
$137K - $155K
6% of jobs
$155K - $173K
4% of jobs
$173K - $191K
3% of jobs
$191K - $209K
2% of jobs
$209K - $227K
0% of jobs
$29K
$112.3K
$227K
| Aspect | Financial Software | Financial Analyst |
|---|---|---|
| Required Credentials | Knowledge of financial software tools, certifications like Microsoft Excel or QuickBooks | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA beneficial |
| Work Environment | Typically in offices, using software for data analysis and reporting | Office setting, analyzing financial data, preparing reports, and advising management |
| Employer & Industry Usage | Used by finance departments, accounting firms, and financial institutions | Employed by corporations, banks, investment firms, and consulting agencies |
Financial Software involves the use of specialized tools to manage and analyze financial data, while a Financial Analyst interprets this data to support business decisions. Both roles often work together but focus on different aspects of financial management.

Other
Medical, Dental, Vision, Retirement, PTO
Posted 5 days ago
Benefits:
401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Wellness resources
Client Services Analyst
Financial Software Solutions, LLC (FSS) is a fast-growing SaaS fintech company delivering innovative financial software solutions to legal and trustee professionals. We are seeking a Customer Support & Business Analyst who is passionate about delivering exceptional customer experiences while leveraging data analysis and business insight to help customers achieve success.
This role combines customer support, business analysis, and data-driven problem-solving. The ideal candidate will possess strong analytical skills, advanced Microsoft Office proficiency, excellent written and verbal communication skills, a customer-first mindset, and experience working with Excel and SQL databases to investigate, analyze, and resolve customer issues.
What You'll Do
Serve as the primary point of contact for customers via phone, email, and virtual meetings.
Build strong customer relationships through exceptional service, responsiveness, and professionalism.
Analyze customer inquiries, identify trends, and recommend solutions that improve customer outcomes.
Utilize Excel and SQL database tools to research, validate, and analyze customer data and system information.
Document customer requests, findings, and resolutions accurately within internal tracking systems.
Communicate complex information clearly and effectively to both customers and internal teams.
Provide customer training, onboarding assistance, and educational webinars as needed.
Collaborate with internal departments to investigate issues and support resolution efforts.
Monitor customer feedback and identify opportunities for process improvements.
Support a customer retention and satisfaction-focused culture through proactive communication and follow-up.
What We're Looking For
2+ years of experience in customer support, customer success, business analysis, financial services, SaaS, or a related field.
Strong analytical and problem-solving skills with the ability to interpret data and identify trends.
Advanced proficiency in Microsoft Excel, including data analysis, reporting, formulas, pivot tables, and data validation.
Experience querying and analyzing data using SQL Server or similar relational databases.
Excellent written and verbal communication skills with the ability to communicate effectively across all levels of an organization.
Strong customer service orientation with a commitment to delivering exceptional customer experiences.
Highly organized with strong attention to detail and documentation skills.
Ability to manage multiple priorities in a fast-paced environment.
Associate degree required; Bachelor's degree preferred in Business, Finance, Information Systems, Accounting, or a related field.
Experience within financial services, legal, bankruptcy, or trustee environments is a plus.
Preferred Qualifications
Experience analyzing financial or operational data.
Familiarity with SaaS applications and customer relationship management systems.
Experience creating reports, dashboards, or data-driven recommendations.
Understanding of SQL Server databases and data structures.
Experience delivering customer training or presentations.
What Success Looks Like
Customer Excellence
Consistently delivers responsive, professional, and high-quality customer support.
Builds trusted customer relationships that contribute to customer retention and satisfaction.
Analytical Problem Solving
Effectively investigates customer issues using data analysis and critical thinking.
Identifies patterns, trends, and opportunities for process improvement.
Collaboration
Works effectively with internal teams to resolve customer concerns and improve business processes.
Shares insights and recommendations that enhance the overall customer experience.
Accountability
Demonstrates professionalism, integrity, and ownership in all customer interactions and responsibilities.
Benefits & Perks (Full-Time Employees)
Health and dental insurance
401(k) with up to 4% company match after one year
Supportive, collaborative, and team-oriented work environment
Opportunities for professional growth and development