Client Finance Manager Jobs
Client Finance Manager jobs are open from coordinator to director level across advertising agencies, management consulting, healthcare systems, and financial services, with specializations in client billing, revenue forecasting, and account profitability management. See the openings below and apply to the ones that match your experience.
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Key Responsibilities
Strategic Financial Leadership
- Develop and implement financial strategies aligned with business goals.
- Advise on capital structure, investment decisions, and long-term financial planning.
- Support fundraising efforts, including investor relations and capital raises.
Financial Planning & Analysis
- Lead budgeting and forecasting processes.
- Create financial models and scenario analyses to guide decision-making.
- Monitor financial performance and provide actionable insights.
Cash Flow & Risk Management
- Oversee cash flow and liquidity planning.
- Identify financial risks and implement mitigation strategies.
- Ensure compliance with financial regulations and internal controls.
Reporting & Compliance
- Prepare and present financial reports to senior leadership and boards.
- Oversee audits and ensure adherence to GAAP and other compliance requirements
- Maintain fiscal transparency and accountability.
Operational Support
- Oversee or collaborate with accounting and operational teams to improve processes.
- Implement financial systems and dashboards for performance tracking.
- Provide guidance during transitions such as M&A, system upgrades, or restructuring.
Employment Details
- Type: W-2 employee
- Expected commitment: ~15–30 hours/week depending on the number of engagements and respective scopes.
- Location: Hybrid, with a mix of remote work and onsite meetings at the office (Keiter’s office) or at client sites as business needs require.
- Member of a Highly Respected Team: Work within a team led by two Finance & Accounting professionals with a combined 50+ years of related experience.
- Full-service Firm: Benefit from the expertise of over 200 professionals and 90 CPAs who provide a full range of services and support.
Compensation Details:
- This position is compensated on an hourly basis, with rates ranging from $70-$115 per hour depending on the type of work being performed (such as billable or administrative work), in addition to relevant experience, qualifications, and skills.
Experience
Required- 10+ years of experience in senior finance roles (CFO, VP Finance, FP&A).
- Proven track record in strategic planning, financial modeling, and risk management.
- Strong analytical, communication, and leadership skills.
- Experience with ERP systems and financial software (e.g., QuickBooks, NetSuite, Sage, , Excel).
- Familiarity with investor relations, fundraising, and M&A processes.
- Experience in high-growth, startup, or PE-backed environments.
- Ability to work independently and manage multiple engagements.
- Strategic thinker with a collaborative mindset.
- Comfortable navigating ambiguity and driving clarity.
- Collaborative style that elevates team performance.
Skills
Preferred- Attention to Detail
- Excellent Verbal Communication
- Excellent written communication
Behaviors
Preferred- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
- Team Player: Works well as a member of a group
- Leader: Inspires teammates to follow them
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Key Responsibilities
Strategic Financial Leadership
- Develop and implement financial strategies aligned with business goals.
- Advise on capital structure, investment decisions, and long-term financial planning.
- Support fundraising efforts, including investor relations and capital raises.
Financial Planning & Analysis
- Lead budgeting and forecasting processes.
- Create financial models and scenario analyses to guide decision-making.
- Monitor financial performance and provide actionable insights.
Cash Flow & Risk Management
- Oversee cash flow and liquidity planning.
- Identify financial risks and implement mitigation strategies.
- Ensure compliance with financial regulations and internal controls.
Reporting & Compliance
- Prepare and present financial reports to senior leadership and boards.
- Oversee audits and ensure adherence to GAAP and other compliance requirements
- Maintain fiscal transparency and accountability.
Operational Support
- Oversee or collaborate with accounting and operational teams to improve processes.
- Implement financial systems and dashboards for performance tracking.
- Provide guidance during transitions such as M&A, system upgrades, or restructuring.
Employment Details
- Type: W-2 employee
- Expected commitment: ~15–30 hours/week depending on the number of engagements and respective scopes.
- Location: Hybrid, with a mix of remote work and onsite meetings at the office (Keiter’s office) or at client sites as business needs require.
- Member of a Highly Respected Team: Work within a team led by two Finance & Accounting professionals with a combined 50+ years of related experience.
- Full-service Firm: Benefit from the expertise of over 200 professionals and 90 CPAs who provide a full range of services and support.
Compensation Details:
- This position is compensated on an hourly basis, with rates ranging from $70-$115 per hour depending on the type of work being performed (such as billable or administrative work), in addition to relevant experience, qualifications, and skills.
Experience
Required- 10+ years of experience in senior finance roles (CFO, VP Finance, FP&A).
- Proven track record in strategic planning, financial modeling, and risk management.
- Strong analytical, communication, and leadership skills.
- Experience with ERP systems and financial software (e.g., QuickBooks, NetSuite, Sage, , Excel).
- Familiarity with investor relations, fundraising, and M&A processes.
- Experience in high-growth, startup, or PE-backed environments.
- Ability to work independently and manage multiple engagements.
- Strategic thinker with a collaborative mindset.
- Comfortable navigating ambiguity and driving clarity.
- Collaborative style that elevates team performance.
Skills
Preferred- Attention to Detail
- Excellent Verbal Communication
- Excellent written communication
Behaviors
Preferred- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
- Team Player: Works well as a member of a group
- Leader: Inspires teammates to follow them
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
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Who's Hiring
Top Industries Hiring
- Education
- Staffing & Recruiting
- Consulting & Professional Services
What Employers Look For
The qualifications that appear most often in client finance manager jobs.
- Bachelor's degree in finance, accounting, or a related business field
- Experience managing client billing, invoicing, and revenue reconciliation processes
- Proficiency in financial reporting tools such as Excel, SAP, or Oracle
- Strong understanding of revenue recognition principles and project-based accounting
- Ability to present financial analyses clearly to both finance and non-finance stakeholders
- Experience with professional services or agency financial management environments
Tips for Your Client Finance Manager Job Search
Quantify client portfolio value on your resume
Client finance managers are evaluated on the scale they've handled. List the total annual revenue or number of client accounts you managed, the size of budgets you oversaw, and any measurable improvements in billing accuracy or margin performance.
Distinguish yourself from general finance managers
Many applicants blur the line between internal FP&A and client-facing finance roles. Explicitly highlight experience with client invoicing cycles, statement of work reconciliation, and revenue recognition tied to client deliverables rather than purely internal reporting.
Target agencies and professional services firms first
Advertising, PR, consulting, and technology services firms hire client finance managers far more consistently than other sectors. Filter your search to these verticals before broadening out, since job requirements there map most directly to your existing experience.
Apply early to roles that fit
Migrate Mate lists client finance manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a financial case interview round
Many hiring processes for this role include a scenario exercise where you reconcile a client's billing discrepancy or flag a revenue shortfall. Practice walking through the numbers out loud and communicating the business impact, not just the arithmetic.
Negotiate using client retention or margin data
When discussing compensation, anchor your ask to measurable outcomes you owned: improved billing realization rates, reduced write-offs, or revenue protected through proactive client communication. These metrics carry more weight than tenure alone in this role.
Client Finance Manager Jobs: Frequently Asked Questions
Which companies are hiring the most client finance managers?
The companies hiring the most client finance managers right now include Keiter, JPMorganChase, and SS&C, with the largest share of openings in New York, California, and New Jersey, based on current listings on Migrate Mate as of November 2026. Advertising holding companies, management consultancies, and healthcare revenue cycle firms consistently represent the largest share of demand for this role.
How many client finance manager jobs are remote?
About 78% of client finance manager openings are fully remote or hybrid as of November 2026, reflecting the role's heavy reliance on digital financial systems and virtual client communication. Functions like billing reconciliation, financial reporting, and revenue forecasting tend to be the most remote-compatible, while roles requiring direct client relationship management on-site skew toward in-person or hybrid arrangements.
How do you become a client finance manager?
Start with a bachelor's degree in finance, accounting, or business, then gain experience in a financial analyst or billing coordinator role within an agency, consulting firm, or professional services company. Build familiarity with client invoicing workflows, revenue recognition, and project-based cost tracking. Moving into a senior analyst or finance supervisor role that includes direct client contact is the most common path to a manager-level position.
Can you get hired as a client finance manager with little experience?
Yes, some employers hire candidates into junior client finance manager roles with two to three years in financial analysis, billing, or project accounting, particularly at mid-sized agencies or growing professional services firms. Demonstrating fluency with client invoicing systems, strong communication skills, and exposure to revenue reconciliation can offset limited direct management experience, especially if you frame past work in terms of client impact.
What does the client finance manager interview process look like?
The process typically begins with a recruiter screening call focused on your background in client-facing finance, followed by a panel interview with finance leadership and sometimes account management. Many employers include a practical exercise, such as reviewing a mock client billing scenario or reconciling a revenue discrepancy. Final rounds often involve a conversation with a senior director or VP who assesses your ability to communicate financial data to non-finance clients.
Where can I find and apply to client finance manager jobs?
You can find and apply to client finance manager jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your background and apply directly to each one that fits your experience and target industry.
See All 29 Client Finance Manager Jobs
Find roles that match your experience and apply in just a few clicks.
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