Client Finance Manager
Geneva Search Partners, LLC
We are seeking an experienced and highly analytical Client Finance Manager to support financial operations, budgeting, pricing, and performance management across a portfolio of client accounts within our professional services organization. This role plays a critical part in ensuring financial accuracy, driving profitability, and serving as a strategic partner to client teams and leadership. The ideal candidate brings deep financial acumen, exceptional communication skills, and the ability to translate complex financial data into meaningful insights that guide business decisions. Key Responsibilities Serve as the primary financial business partner for assigned client accounts, supporting engagement leaders with financial insights, scenario modeling, and strategic guidance. Lead the monthly financial close process for client portfolios, including revenue recognition, forecasting, and variance analysis. Develop, manage, and refine client budgets, pricing models, rate cards, and profitability analyses. Oversee project-level financial management, ensuring accuracy in labor allocation, expenses, contract compliance, and billing. Partner with account teams to monitor engagement performance, identify risks, and recommend financial adjustments to optimize results. Prepare executive-level reporting packages, client profitability dashboards, and performance summaries. Support contract reviews, SOW development, and commercial negotiations through financial modeling and scenario planning. Ensure adherence to internal financial controls, audit requirements, and industry-specific accounting standards. Continuously identify opportunities to enhance financial processes, tools, and reporting capabilities. Qualifications 6+ years of relevant experience in client finance, FP&A, accounting, or financial management within a professional services, consulting, marketing, or related project-based environment. Bachelor’s degree in Accounting, Finance, or a related field. Strong understanding of financial statements, revenue recognition, forecasting methodologies, and project accounting. Proven ability to support senior leadership with financial insights, modeling, and data-driven recommendations. High proficiency in Excel and financial modeling, Exceptional communication skills, with the ability to convey financial concepts to non-financial audiences. Strong attention to detail, deadline-driven, and capable of managing multiple priorities in a fast-paced environment. Demonstrated ability to partner cross-functionally and influence decision-making. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, protected veteran status, or any other characteristic protected by applicable law. We are committed to fostering an inclusive workplace where everyone can thrive. #J-18808-Ljbffr Geneva Search Partners, LLC
$100k - $125k
...cultivating relationships that drive tangible results for our clients. And we do it with sharp strategy and powerful creative... ...would thrive, let’s see if we can make something happen. CLIENT FINANCE MANAGER Great creative work deserves great financial stewardship. At...SuggestedFlexible hours$130k - $200k
...Full-Time About the Organization Our client is a respected professional services and... ...seeking an experienced Private Client Tax Manager / Senior Manager to lead tax engagements... ...Qualifications ~ Bachelor's degree in Accounting, Finance, or related field. ~ Active CPA...SuggestedFull timeLocal area$106.5k - $195.1k
...solutions for complex family and business structures. Support clients in wealth transfer, succession planning, and governance strategies... ...private entities and high‑profile individuals and families. Manage and deliver processes, solutions, and projects with a focus on...SuggestedWork experience placementPrivate practiceSummer holidayImmediate startFlexible hours$110k - $180k
EisnerAmper LLP is seeking a Tax Manager in Chicago, IL, to oversee tax planning and compliance for ultra-high net worth individuals. The role includes direct client engagement, team supervision, and ensuring innovative tax solutions. The ideal candidate has over 8 years...Suggested- Jobot is seeking a HNW/Private Client Tax Manager in Prairie View, IL. The role is hybrid with 50-55 hour weeks during busy season, offering unlimited PTO and generous employer-paid benefits. You will lead complex private client tax work, including estates, gifts and trusts...Suggested
$125k - $170k
HNW/Private Client Tax Manager (Hybrid) $125000 - $170000 per year | Prairie View, IL | Hybrid | Permanent 50-55 hour weeks busy season, Unlimited... ...following qualifications: Bachelor’s degree in Accounting, Finance or other relevant discipline 5+ years of tax experience in...Permanent employmentLocal area- ...The Client Relationship Manager is responsible for driving profitable business results and operational excellence by creating and developing strong, sustainable business relationships with their clients. Operates with some guidance. What You'll Do: Uncover and understand...Full timeWork at office
- BDO USA, LLP is seeking a Tax Manager in Core Tax Services to advise clients on the tax implications of business objectives, manage risk, and drive planning and compliance. The role includes ASC 740, FIN 48, and tax accruals, with a focus on client relationships, staff...
$122.5k - $423.78k
Industry/SectorNot ApplicableSpecialismIFS - Clients & MarketsManagement LevelDirectorJob Description & SummaryThe OpportunityAs a Client Relationship Executive - Office of the CFO Managed Services, you will play a pivotal role in fostering and maintaining strategic alliances...Full timeH1bWork at office$71.7k - $131.91k
...for a broad spectrum of insurance, health IT and life sciences clients. We are a business unit within Milliman, Inc., a respected consultancy... ...the Team Lead, Client Relationships, the Client Relationship Manager supports the Client Relationship Management team in ensuring...Full timeWork experience placementInternshipWork at officeRemote workNight shift- ...Our 750 members across 33 locations are dedicated to solving our clients’ toughest science and engineering challenges. Consistently... ...seeking a client-focused business development leader to grow and manage strategic relationships focused on contaminated sediment sites,...Full timeWork at officeRemote workFlexible hours
- ...benefits package, along with the opportunity to work within an innovative and collaborative environment.Join our Marketing Team as a Client Manager located in our Boston or Chicago office.We are seeking a highly skilled professional who thrives in a fast-paced, deadline-...Hourly payFull timeTemporary workWork at officeFlexible hours
- Embrace a leadership role as a Client Service Senior Manager within our Commercial & Investment Bank, where you'll drive innovation and transformation while managing a dynamic team of client service managers. Lead the charge in modernizing the client experience by analyzing...
$90k - $105k
...ambition to achieve real impact for our clients’ brands, benefiting their business, people... ...brands across industries, such as technology, finance, consumer goods, and media.About WPPWPP... ....com.About you You are a Senior Client Manager with a proven track record of delivering...Full timeWork at officeLocal areaWork from homeWorldwide$180k
...Automotive Finance Manager / F&I Manager City Volkswagen of Evanston is looking for a motivated and experienced Automotive Finance Manager / F&I Manager to join our growing dealership. This is an outstanding opportunity for an experienced Finance & Insurance Manager...Local areaFlexible hours$50k - $80k
...helping companies build amazing teams, you’re going to love it here. OVERVIEW We are seeking a strategic, consultative Sr. Client Manager to help enterprise customers maximize the value of the Recruitics Talent Intelligence & Acquisition Platform. This role...Work experience placementSummer workRemote workFlexible hours$70k - $75k
...Employee Referral Policy, email ****@*****.***. Job Summary We are seeking a relationship-driven Client Experience Manager to oversee and grow strategic partnerships within the Chicago. IL market. This role is responsible for identifying,...Remote jobWork at officeLocal areaFlexible hours$110k - $140k
...candidates based in the United States and able to travel frequently for client commitments and internal meetings. The Opportunity: Become... ...Advisor Behind Our Clients' Success The Client Value Manager (CVM) is one of Curinos' most strategic and visible client-...Part timeWork at officeRemote workWork from homeFlexible hours- ...overall service of assigned customers and/or policies within Private Client Services. Supports Producer in soliciting new business and... ...immediate supervisor.ESSENTIAL DUTIES AND RESPONSIBILITIESFoster and manage overall relationship with clients, ensuring retention of...Work at officeImmediate start
- ...we are looking for:ACV is looking for a Customer Relationship Manager - Capital with a talent for expanding market share and revenue... ...write, speak and understand English.Bachelor’s degree in business, finance, or a related field preferred.2+ years’ experience in the...
- Fidelity Investments in Chicago is seeking a Relationship Manager to strengthen client relationships, support the branch team, and ensure daily activities align with client needs. You will learn to cultivate a book of business and identify opportunities to add value through...
$45 - $49 per hour
A financial services firm in Chicago is looking for a Client Relationship Manager to support institutional clients in trading Futures and Options. Responsibilities include addressing client inquiries, handling lifecycle events, and resolving issues. The role is a 12-month...Hourly payContract work$180k
...of Chicago is one of the fastest-growing automotive dealerships in the Midwest, and we’re looking for an experienced Automotive Finance Manager / F&I Manager to join our high-performing Volkswagen dealership team. If you’re an experienced Finance and Insurance Manager, F...Full timeLocal areaFlexible hours$105k - $115k
...AI, you’ll do the most meaningful work of your career and see your impact at scale.Job Description:Job Summary:The Sr. Project Manager of Client Services serves as a key leader in managing strategic client relationships through proactive communication, project execution,...Full timeLocal areaWork visa$78.8k - $145.13k
...solutions for healthcare cost and care management. MedInsight is a subsidiary of Milliman;... ...consulting, retirement funding and healthcare financing, enterprise risk management and... ...primary point of contact and liaison for clients, supporting them throughout the client journey...Full timeWork experience placementRemote workFlexible hours$129.81k - $197.8k
...achieve. Together.SummaryThe Marketing & Business Development Manager, Sports, Media & Entertainment Sector, plays a key leadership role... ..., and pursue business development opportunities, strengthen client relationships, and proactively drive go-to-market strategies that...Full timeWork at officeRemote workRelocationVisa sponsorshipRelocation package- ...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...we call partners, and to provide to our clients and the communities we serve worldwide.... ...& ExperienceBachelor’s degree in Finance, Accounting or a related discipline, or...Full timeH1bWork at officeWorldwideFlexible hours
$140k
...operations, responsible for customer retention and profitability of the sales/ finance department. We want a candidate that is an expert in solving problems quickly and efficiently. As a Finance Manager, you’re highly skilled at handling documents, selling warranty products,...Immediate start$150k
...awesome work environment! We are not your typical car dealership. Position Overview We are seeking a driven, detail‑oriented Finance & Insurance Manager to join a highly respected team that sets the standard for exceptional Volkswagen retail experiences. This is an...Flexible hours$60k
...Client Services Manager***This opportunity is an in-person position located in downtown Chicago at the Sheraton Grand Chicago Riverwalk at 30... ...relationshipsPotential Travel 25-50%General accounting and finance knowledgeMust be extremely detail oriented and able to multi...Full timeShift workNight shiftWeekend work
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