Source Job

United States

  • Assist with monthly project accounting, project file updates, and client invoicing.
  • Track project costs, prepare monthly accruals, and support annual audit and budget preparation.
  • Collaborate with SG&A team, assist in revenue/cost booking, and maintain financial trackers.

Excel Accounting Finance Client Service Time Management

20 jobs similar to Client Finance Analyst

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Accountant

Rrd
Global

  • Maintain general ledger accounts and perform accounting activities to provide a record of financial transactions and prepare balance sheet statements.
  • Analyze accounts, records, and reports for accuracy, investigate accounting problems, and prepare monthly financial information using support systems.
  • Maintain fixed asset records, analyze cost distributions, and assist in annual budget preparation and periodic forecasts.

RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. With 22,000 clients and 32,000 employees across 28 countries, the company offers trusted creative execution and business process consulting services.

Global Unlimited PTO

  • Assist monthly financial close and related activities for clients.
  • Communicate and report to tax agencies.
  • Provide five-star client service.

FinStrat Management (FSM) is seeking a motivated individual to join our team. We support accounting operations and financial reporting for a number of FSM clients and value people with accounting experience.

US Unlimited PTO

  • Assist in preparing monthly and quarterly financial performance analyses and presentations for executives and the Board.
  • Build and maintain financial models to support financial planning and reporting and provide insights to leadership.
  • Monitor daily/monthly financial performance against goals, identifying trends, variances, and risks to support data-driven decision-making.

The Zebra provides online tools and licensed agents to simplify car and home insurance shopping. With over 74 million quotes compared since 2012, they employ a diverse team of tech and insurance veterans and were named an Austin Business Journal's 2026 Best Place to Work.

US Unlimited PTO

  • Prepare and review monthly journal entries and account reconciliations for payroll and benefits-related accounts.
  • Partner closely with Payroll and HR to ensure accuracy, completeness, and timeliness of payroll data.
  • Perform detailed flux and variance analysis on payroll and compensation-related expenses, leveraging AI tools and advanced analytics to identify trends, anomalies, and insights.

Vanta helps businesses earn and prove trust by enabling companies to improve and prove their security. They have a kind and talented team, and while some have prior security experience, many have been successful without it. The company started in 2018.

Global

  • Work with finance, account managers, and legal to understand customer agreements for account reconciliation.
  • Prepare monthly invoices in Xero and Facturama, and audit against client contracts.
  • Perform continuous analysis of accounts receivable and payable, monthly costs, and inventory movement.

OXIO is the world's first telecom-as-a-service platform, democratizing telecom for brands and enterprises. The company fosters a diverse, inclusive, and supportive culture and offers international collaboration opportunities.

US

  • Collaborate with departments to maintain accurate billing systems, generate invoices, and ensure timely, precise client billing.
  • Analyze and resolve customer billing inquiries via shared email, follow up on payments, and manage Tax Exemption Certificates.
  • Execute billing and reporting tasks within deadlines, supporting overall accounts receivable integrity.

Resultant is an outcomes-focused consulting firm that partners with clients in public and private sectors to solve complex challenges through data analytics, technology, and digital transformation. Founded in 2008 in Indianapolis, the company now employs over 350 team members operating remotely and from offices across the United States.

$85,000–$95,000/yr
US

  • Responsible for project set up, maintaining budgets and commitments, budget variations and change order management of large construction projects.
  • Analyze and approve project specific accounts payable invoices and purchase orders.
  • Accurately prepare client invoicing per contract requirements and deadlines.

Serverfarm is a leading developer and operator of data centers with over 750+ locations and key customer relationships in 45 countries. They are revolutionizing how data centers operate across North America, Western Europe, and Israel, serving the world's leading technology and hyperscale companies.

India

  • Oversee day-to-day accounting operations, ensuring accurate financial reporting and compliance.
  • Prepare financial reports, support month-end and year-end closing, and manage accounts payable/receivable.
  • Identify process improvements and collaborate with internal teams to deliver financial insights.

Jobgether is an AI-powered job matching platform connecting candidates with hiring companies. They use technology to ensure fair and objective application reviews, fostering a supportive and non-toxic work environment.

US

  • Lead cost proposal development and financial support, ensuring compliance and optimizing profitability.
  • Monitor project budgets, analyze forecasts, and recommend corrective actions for financial alignment.
  • Collaborate cross-functionally with program managers, procurement, and HR to optimize resource allocation.

Concurrent Technologies Corporation specializes in transforming cutting-edge technologies into real-world solutions for complex challenges. It is a company that values innovation and collaboration, with a focus on mission-critical projects.

Colombia

  • Coordinate and manage all aspects of budgeting, planning, and financial reporting.
  • Partner with managers to review financial results and translate data into business insights.
  • Prepare monthly, quarterly, and year-end financial statements and support ad-hoc analysis.

Hyland is the pioneer of the Content Innovation Cloud, delivering enterprise intelligence to organizations. With nearly 4,000 employees, the company is trusted by thousands of organizations worldwide, including many of the Fortune 100.

US

  • Responsible for ensuring accuracy and efficiency of custodial reconciliation processes with a focus on automation and compliance.
  • Manages source data, resolves automation errors, and proposes enhancements to meet investor and client SLAs.
  • Acts as single point of contact for audit requests and coordinates cross-functional responses.

LoanCare is a leading national provider of full service subservicing and interim subservicing to the mortgage industry, servicing over 1.8 million loans. Backed by Fidelity National Financial, a Fortune 500 company, they offer a culture of integrity, innovation, and collaboration.

  • Support division sales and service leadership on all financial matters.
  • Facilitate the annual budgeting process and support periodic forecasting efforts for the division.
  • Track and analyze book of business metrics to support strategic planning.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States, providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, IOA has more than 1,300 associates.

Canada

  • Lead cross-functional initiatives to improve month-end close processes.
  • Act as point of contact between operational teams and partners in Product, Engineering, and Finance.
  • Develop deep expertise in accounting processes and recommend scalable solutions.

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. The company is a remote-first organization with a focus on transparent pay, competitive benefits, and a culture that puts people first.

US

  • Provide consulting services to small and midsize businesses.
  • Manage full-cycle accounting for multiple client accounts.
  • Perform financial analysis to identify trends and opportunities.

Kickstart Accounting Inc. aims to empower business owners by clarifying and instilling confidence in their financials. They foster a warm, collaborative, and mission-driven team environment dedicated to accessible and judgment-free financial clarity.

US

  • Complete the monthly close process for 4 business units with consolidated reporting by the 20th using GAAP.
  • Perform account reconciliations, troubleshoot issues, and process recurring and non-recurring general ledger transactions.
  • Process vendor invoices accurately and provide backup assistance to Senior GL Accountants.

Novara provides safety and operational risk management software that empowers organizations to identify and resolve issues before they become incidents. It is a Providence Equity portfolio company that values employees with a comprehensive benefits package and fosters a collaborative small team environment.

$100,000–$125,000/yr
US

  • Coordinate accounting functions and programs.
  • Prepare financial work papers and reports.
  • Assist with monitoring, maintaining, and reconciling financial accounts and Accounts Payable.

Gursey | Schneider LLP is a Top 100 Firm with over 40 years of success. They consist of over 200 accounting professionals, and their talented people consistently drive the success of their business through thoughtful strategy and creative problem-solving.

US

  • Set up and validate projects across multiple systems with accuracy and completeness.
  • Maintain project details, statuses, and billing oversight while managing stakeholder follow-ups.
  • Support communication via call queue and email, and assist with special ad hoc initiatives.

J.S. Held is a global consulting firm combining technical, scientific, financial, and strategic expertise to advise clients on value realization and risk mitigation. The firm provides comprehensive services to help clients navigate complex, contentious situations, and its team operates in a high-energy, collaborative environment.

US

  • Drive process improvements and contribute to accounting transformation, leveraging AI to eliminate manual work and improve efficiency.
  • Own the monthly and year-end close processes, including balance sheet reconciliations and financial statement preparation.
  • Manage client invoicing, collections, and annual audits while ensuring compliance with GAAP and internal controls.

HealthJoy removes the complexity from being healthy and well by guiding employees to affordable, high-quality healthcare through a unified digital experience. With over $100M in fundraising and a Series D close, they have earned workplace awards for Inc.'s Fastest Growing Startups and Built In Chicago's Best Places to Work.

$67,000–$75,000/yr
US Unlimited PTO

  • Collaborating with service departments to conduct high volume monthly billing.
  • Managing and performing collections to maintain AR aging targets.
  • Maintaining relationships with clients regarding payments, invoicing disputes, and chargebacks.

Wpromote is a digital marketing agency. They pride themselves on a strong work-life balance and a commitment to inclusivity.

$80,000–$95,000/yr
US Unlimited PTO

  • Analyze credit card processing statements and create pricing proposals.
  • Identify strategic opportunities and manage company profitability.
  • Improve core business metrics through forecasting and variance analysis.

Gravity Payments is a collaborative team where creative leadership, passion for progress, and responsibility are paramount. They seem to have a caring culture focused on clients and community.