Job Description

Job Description

Job Description

Client Finance Manager

Join a dynamic and collaborative environment where your expertise in financial operations and client management makes an impact. This role serves as the central point of contact for internal teams and client-side administration, ensuring seamless revenue management for complex institutional clients.

Why You'll Love This Role

• Work-Life Balance: Prioritizing flexibility and efficiency, this position offers a structured workflow with realistic expectations.
• Generous Vacation: A competitive PTO policy ensures time for rest and rejuvenation.
• Hybrid Work Model: Enjoy the best of both worlds—three days in the office for collaboration and two remote days for focused work.
• Exceptional Culture & Stability: Work with a highly engaged team in a company known for low turnover, strong leadership, and supportive workplace values .

Responsibilities

• Act as the primary liaison between managers, revenue teams, and clients, ensuring effective revenue cycle management.
• Monitor and maintain compliance with company revenue policies , proactively resolving issues.
• Build trusted relationships with internal and external stakeholders while providing top-tier customer service.
• Coordinate cross-functional collaboration , facilitating problem-solving and institutional knowledge-sharing.
• Implement strategic revenue reporting to track financial performance and identify risks.
• Communicate and enforce client-specific financial requirements, including budgets, accruals, and fee agreements.
• Support fee arrangement negotiations with expertise in revenue operations.
• Respond to client requests for financial and operational reporting, ensuring accuracy and timeliness.
• Drive resolution of revenue cycle concerns by working with senior leadership and internal teams.
• Participate in client service meetings , contributing insights and operational guidance.

Qualifications

Required:

• Bachelor's degree in business operations, finance, technology, or related field .
• Minimum 5 years of experience in financial and/or operational analysis.
• Advanced Microsoft Word, Excel, and PowerPoint skills, including proficiency in complex Excel functions .
• Strong written and verbal communication skills .
• Exceptional customer service orientation .

Compensation & Benefits

Salaries vary based on experience, market factors, and location. In addition to competitive compensation, the role offers bonus eligibility and a comprehensive benefits package , including generous PTO, hybrid work flexibility (3 days in office) and professional development opportunities.

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