Client Financial Analyst

Saratoga Springs, NY

The client financial analyst is responsible for day-to-day financial management in a growing office location. This position will be located in Saratoga Springs, New York, reporting to the finance manager. The analyst will be required to highlight key issues and minimize exposure items to the finance manager that may impact profitability or negative cash flow. The client financial analyst will have direct contact with all levels of the organization, including senior leadership and office leads.

General responsibilities include:  

  • Coordinating all financial aspects or needs of a client including, but not limited to: 
    • Client onboarding
    • Invoicing
    • Leading financial review meetings 
    • Managing accounts receivable 
    • Monitoring accruals and budget 
    • Preparing and reviewing external and internal client reporting and analysis 
  • Assisting with other ad hoc financial projects 
    • Analyzing monthly revenue recognition 
    • Driving financial processes and compliance 
    • Partnering with/influencing client teams to ensure productive and accurate client financial management  

What it takes:  

  • Ability to prepare and analyze client financial documents 
  • Ability to prioritize and multitask in a fast-paced environment 
  • Effective communication of complex financial data to internal and external teams 
  • Highly organzied and detail-driven
  • Strong time-management skills 
  • Willingness to jump in and assist with other financial-related tasks 


  • Bachelor’s degree in finance or accounting 
  • Solid understanding of accounting concepts (debits/credits, revenue recognition) 
  • Excellent knowledge of Microsoft Excel 
  • 1-2 years of experience in a related field 
  • Experience in a billable hour environment preferred, but not required