Client Finance Manager

Atlantic Group; New York (NY); Hybrid; USD 95,000 - 110,000; Full time

Job summary

Atlantic Group in New York, NY is seeking a Client Finance Manager to support financial planning, budgeting, forecasting, profitability analysis, and financial reporting within a client‑focused organization. The role partners with finance and business teams to manage financial performance and provide insights that guide strategic decisions.

The ideal candidate has 5+ years of client finance, FP&A, or related financial analysis experience with strong budgeting and Excel skills, plus a Bachelor's

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 3+ years of client finance, commercial finance, FP&A, or related financial analysis experience.
• Strong knowledge of budgeting, forecasting, profitability analysis, billing, and financial reporting.

Responsibilities

• Manage financial activities across client accounts, including budgeting, billing, financial analysis, and reporting.
• Prepare revenue forecasts, analyze financial performance and profitability, and support budgeting and forecasting processes.
• Prepare recurring financial reports, reconciliations, variance analysis, and management insights.
• Oversee invoicing, accounts receivable, collections, and related financial activities while resolving discrepancies.
• Support internal controls, accounting policies, and recurring financial processes.
• Collaborate with finance, business, and client-facing teams to support financial planning and business decisions.

Skills

Analytical skills

Communication

Organization

Problem solving

Time management

Business partnership

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

Financial reporting tools

Job description

Job Overview – Client Finance Manager

Compensation: $95,000 – $110,000/year

Location: New York, NY

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring a Client Finance Manager in New York, NY for our client, supporting financial planning, budgeting, forecasting, profitability analysis, and financial reporting within a client-focused organization.

The Client Finance Manager will partner with finance and business teams to manage financial performance, analyze revenue and expenses, develop forecasts, and provide financial insights that support business decisions.

The ideal candidate has 5+ years of client finance, commercial finance, FP&A, or related financial analysis experience with strong budgeting, forecasting, financial reporting, and Microsoft Excel skills.

Responsibilities as the Client Finance Manager:

• Client Finance: Manage financial activities across client accounts, including budgeting, billing, financial analysis, and reporting.
• Forecasting & Analysis: Prepare revenue forecasts, analyze financial performance and profitability, and support budgeting and forecasting processes.
• Financial Reporting: Prepare recurring financial reports, reconciliations, variance analysis, and management insights.
• Billing & Collections: Oversee invoicing, accounts receivable, collections, and related financial activities while resolving discrepancies.
• Controls & Compliance: Support internal controls, accounting policies, and recurring financial processes.
• Business Partnership: Collaborate with finance, business, and client-facing teams to support financial planning and business decisions.

Qualifications for the Client Finance Manager:

• Education: Bachelor's degree in Accounting, Finance, Business, or a related field is required.
• Experience: 3+ years of client finance, commercial finance, FP&A, accounting, or related financial analysis experience is required.
• Industry Knowledge: Strong knowledge of client finance, budgeting, forecasting, profitability analysis, billing, and financial reporting is required.
• Technical Skills: Advanced Microsoft Excel skills and experience with financial reporting and analysis tools are required.
• Skills & Attributes: Strong analytical, communication, organizational, problem-solving, time management, and business partnership skills are required.