Client Financial Analyst
minds + assembly
We’re a creative and strategic advertising agency seeking a detail-oriented, collaborative Client Finance Associate to support our Client Finance team. This role is essential in keeping weekly financial reporting, time-related workflows, account team follow-ups, and invoice documentation moving accurately and efficiently. The ideal candidate will be highly organized, comfortable partnering across teams, and eager to build a strong understanding of client finance operations over time. Key Responsibilities Maintain weekly trackers for account team meetings, keeping information organized, current, and meeting-ready. Prepare and review weekly time reports, identifying follow-up items and providing clear reporting support to teams. Support Client Finance Supervisor in analyzing reports and translating insights into meaningful guidance communicated to account teams, production teams, and clients. Process time transfers accurately and on schedule, partnering with internal teams to gather information, resolve discrepancies, and ensure timely completion. Attend weekly account team meetings, capture key decisions and action items, and distribute follow-up notes to maintain alignment. Assist with client billing and invoicing, manage nuances with intercompany billing processes Manage the monthly progress report checklist, tracking deliverables and ensuring documentation is completed and archived for audit purposes. Monitor aging reports and manage outreach to client AP teams when necessary Take on increasing ownership of client finance operations, cross-functional coordination, and process improvement initiatives over time Qualifications Associate’s or bachelor’s degree in finance, accounting, business, operations, or a related field Strong Excel skills and comfort working with reports, trackers, and operational data Excellent attention to detail, with strong written and verbal communication skills Ability to manage recurring weekly and monthly deliverables while responding thoughtfully to ad hoc requests Collaborative working style and ability to partner with Client Finance, account teams, and internal stakeholders Proactive, process-minded approach with the curiosity to learn systems, workflows, and the broader business context Experience with agency finance or project management systems (e.g., Asana, Workamajig, Ariba, Coupa) is a plus, but not required #J-18808-Ljbffr
$43.89k - $102.08k
...bigger — helping to simplify health care one person, one family and one community at a time. Position Summary An Analyst who joins the Client Financial Analysis and Optimization (CFAO) team provides financial consultation and pricing support to help CVS Caremark win...SuggestedHourly payPermanent employmentFull timeTemporary workWork experience placementInternshipLocal area$43.89k - $102.08k
CVS Health is seeking a full-time Analyst for the Client Financial Analysis and Optimization team. This role requires 1 year of experience in analytics and related fields. You will provide financial consultation to clients, analyze pharmaceutical data, and support sales...SuggestedFull time$73.5k - $147k
Mercer is looking for a Health Actuary - Analyst III to manage client projects focusing on health benefits strategies. The role involves analytical and project management skills, as well as the ability to create deliverables and direct junior analysts. Candidates should...Suggested- ...A leading asset management firm in New York City is seeking a Client Investment Research Analyst. This role involves supporting client service strategies and collaborating with senior investors on research projects. Ideal candidates should have a strong academic background...Suggested
- ...proven organizational skills to support the internal and external Client Portfolio Management (CPM) team. Candidate should be a self-... ...years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (...SuggestedWork experience placement
- A leading reinsurance company is looking for an SVP Actuarial Advisor to provide strategic solutions to clients and brokers. In this senior role based in New York, you will leverage your extensive reinsurance market knowledge and actuarial expertise to engage with clients...
$212k - $318k
NACBA is looking for a Partner, Senior Health Actuary to join our Actuarial and Financial Group (AFG). This role involves leading client engagements, ensuring high service standards, and delivering reports and presentations. The ideal candidate will have extensive consulting...$90k - $125k
....7 trillion* in assets for a variety of clients, including private wealth mandates and institutional... ...between portfolio managers, research analysts, and traders. Role Overview Goldman... ...managers, traders, salespeople, and financial advisors, you will create tailored...Full timeTemporary workPart timeWork at office- Blumberg Capital Company is seeking a Financial Analyst to join their Account Management team. This position involves translating complex pharmacy... ...into actionable insights, acting as a vital link between client-facing teams and data analysts. The ideal candidate will have...
$110k - $135k
...role requires candidates to have 1-2 years of experience in Sales & Trading and involves supporting trade execution, interacting with clients, and participating in client onboarding. The expected salary range for this position is between $110,000 and $135,000 per year,...Work at office$110k - $150k
Mizuho Financial Group Inc. in New York is looking for an Analyst to join its U.S. Equity Sales desk. This position involves supporting senior salespeople and enhancing client relations within the institutional research sector. The ideal candidate should have a degree...- JPMorganChase is seeking an Analyst in Institutional Equity Sales to support senior salespeople and maintain key client relationships. Ideal candidates will have a sales background... ...thinking skills, and proficiency in financial tools such as Bloomberg and Excel. This role...
$80k - $100k
Local First Arizona is seeking a talented Actuary to join their innovative team. This position will focus on diverse client projects including executing actuarial projections and writing reports. Ideal candidates possess ACAS or FCAS designations along with 3+ years of...Remote jobLocal area$345k - $400k
...A transactions, a good grasp of corporate law, and effective deal management skills. The position offers a competitive salary range of $345,000-$400,000 plus bonuses and substantial autonomy in client interactions and matter management. #J-18808-Ljbffr Considine Search- ...Corporation is looking for a dedicated individual to join the Rebate Engagement team in Idaho. In this full-time role, you will manage client contractual obligations by working closely with the internal Account Team and rebate operations. The role demands excellent verbal...Full time
- A leading global financial services firm is seeking an experienced Analyst for its Investment Grade Finance team in New York City. The role involves direct client interaction, monitoring market dynamics, and preparing capital pitches. The ideal candidate will have at least...
- ...Hispanic Alliance for Career Enhancement seeks a professional for their Rebate Engagement team in New Jersey. This role involves managing client contractual obligations and working closely with finance and reporting teams. Candidates should have strong communication and...
- JPMorgan Chase & Co. is seeking a Program Banker Analyst to join their U.S. Private Bank. This role involves collaborating... ...bankers and investment specialists to develop customized financial strategies for clients. The position offers a two-year program leading to potential...
$46.99k - $112.2k
...individual to join the Rebate Engagement team. This full-time role includes responsibilities such as managing client contractual obligations, overseeing reporting and financial projects, and collaborating with cross-functional teams. The ideal candidate will possess a Bachelor'...Full time$140k - $185k
...leading talent network for investment roles is seeking an Investment Advisory Analyst in New York, NY. In this full-time role, you will support senior advisors and portfolio managers by analyzing client investment portfolios, conducting market research, and preparing...Full time- ...A Associate in New York, NY to play a central role in executing sell-side transactions for middle-market clients ranging from $50M-$350M. You will analyze financial data, manage deal processes, and interact with clients, collaborating closely with both junior and senior...
$100k - $105k
Guggenheim Partners is seeking a self-motivated individual for the Client Invoicing team in New York City. Responsibilities include maintaining client billing information, preparing invoices, and supporting fee processing for over 300 clients. The ideal candidate has at...$46.99k - $112.2k
...Hispanic Alliance for Career Enhancement is seeking a candidate for the Rebate Engagement team in Oklahoma. This role focuses on managing client contractual obligations and requires excellent communication skills and project management capabilities. Candidates should have 2+...Full time- ...prominent Midwest-based law firm is seeking a Mid-to-Senior Level M&A Associate for its Cleveland office. This position involves advising clients on acquisitions, dispositions, and corporate governance with significant deal execution responsibilities. Ideal candidates will...Work at office
- A leading investment firm in New York is seeking a Client Operations Analyst to support high-net-worth portfolios in onboarding, cash management, and regulatory compliance. The role requires 2-4 years experience in wealth management or investment operations, proficiency...
- ...Engagement team, located in Kentucky. This role focuses on managing client contractual obligations and enhancing client satisfaction... ...Bachelor's degree and have a minimum of two years' experience in a financial or operational role, with strong skills in Microsoft Excel and...Full time
$26.92 - $29.33 per hour
Bank of America is seeking representatives to provide phone-based financial services aimed at deepening client relationships. The role includes managing products and trading in self-directed accounts, while supporting clients' financial goals through referrals to specialized...Hourly payTraineeship- ...looking for a dedicated professional to join the Rebate Engagement team in New York. This role focuses on managing client contractual obligations and financial matters, emphasizing strong communication and project management skills. Ideal candidates will have relevant...
$95k - $105k
Client Billing Analyst (Law Firm experience a must) Location: New York, NY (Hybrid) 2/3 days in the office per week Salary: $95,000 - $105,0... ...billing teams Ensure confidentiality while handling sensitive financial information Support ongoing adherence to operational...Contract workWork at office$118.3k - $171.7k
...action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single...Full time
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