138 client finance manager jobs at 63 companies in Phoenix, AZ
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Senior School Finance Manager
Chandler, Arizona, United States
OnsiteFull Time
2+ YOEExperience in educational finance, budgeting, compliance, client management, team leadership; Bachelor’s required, Master’s preferred; 2+ years as School Finance Manager.
2mo
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CFOEV - Finance Transformation Manager
Atlanta or Milwaukee or Dallas or Columbus or Kirkland or Irvine or Cincinnati or New York or Cleveland or Oklahoma City or Austin or Albany or Chicago or Arlington or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Beaverton or Raleigh or Minneapolis or Scottsdale or Mountain View or Morristown or San Francisco or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Redmond or Bentonville or Detroit or Nashville or San Diego
$80k-$294k/yr OnsiteFull Time
5+ YOE3+ Mgmt5+ years finance management consulting and functional finance operations experience; 3+ years with finance ERP/EPM platforms and leading teams; Bachelor's in Economics/Finance/Business; strong client communication and industry experience.
SAP, Oracle, Workday, Anaplan, OneStream, Hyperion, BPC, OBIEE, Tableau, Fusion, Blackline, Workiva, Trintech, RPA, GenAI
1mo
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Vice President, Client Relationship Manager
Scottsdale, Arizona, United States
HybridFull Time
2+ YOEBachelor's degree and 2+ years in wealth management or related client-facing role; strong attention to detail, analytical ability, and client service orientation.
1w
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CFOEV Finance Transformation Senior Manager
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irvine or Irving or Kirkland or Los Angeles or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$113k-$338k/yr OnsiteFull Time
8+ YOERequires 8+ years of finance or accounting and management consulting experience, a bachelor's degree, engagement and people management, finance operating-model expertise, client communication, and industry knowledge.
GenAI, AI, ML, FinTech, ERP, EPM, SAP, Oracle, Workday, Anaplan, OneStream
3w
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Client Accounts Project Manager - PT/MT
San Francisco or Palo Alto or Phoenix or Seattle or Los Angeles or San Diego
$101k-$160k/yr HybridFull Time
5+ YOE5+ years in legal financial operations or project management, bachelor’s degree in finance/law/business, strong billing/collections and analysis skills, familiarity with Aderant/Intapp, project management certification preferred.
Aderant, Intapp, Smartsheet, Microsoft Project, Asana, Trello, Microsoft Office Suite
3d
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Client Accountant
United States or California or Georgia or Colorado or Chicago or Phoenix or Texas
RemoteFull Time
2+ YOE2–3 years of property management accounting experience; accounting or finance knowledge, GAAP, budgeting, reconciliations, analytical skills, confidentiality, and proficiency with MRI/Yardi, Microsoft Word, Excel, and Adobe.
MRI, Yardi, Microsoft Word, Microsoft Excel, Adobe, OneSpace
1mo
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Client Accountant
Tempe, Arizona, United States
$51k-$60k/yr HybridFull Time
0+ YOEPerform full-cycle accounting including cash/accrual management, AP/AR, reconciliations, fixed asset maintenance, and financial reporting; college degree in finance/accounting preferred; some accounting experience and MS Office proficiency.
Microsoft Office
1mo
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Client Accounting Services Department Manager
Chandler or Arizona or Wisconsin or Nebraska or Colorado
HybridFull Time
10+ YOE5+ Mgmt10+ years accounting/CAS experience, 5+ years leadership in CAS, proven practice-building and client advisory skills, strong accounting and payroll knowledge; CPA preferred.
1mo
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Wealth Management Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking offerings, and use technology platforms; SIE/Series7/66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Services Consultant
West Des Moines or Fairfield or Phoenix
HybridFull Time
4+ YOE4+ years in financial services or wealth management, Series 7 required, Bachelors preferred, strong client service, communication, analytical and planning support skills, ability to use CRM and portfolio reporting.
1mo
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Wealth Management Client Associate
Scottsdale, Arizona, United States
OnsiteFull Time
Provide client service support to Financial Advisors, strong client focus, adaptability to technology, detail oriented, high school diploma or GED required; FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2d
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AVP, Client Experience Manager - IAN
Fort Mill or Charlotte or New York or Boston or Tempe
$98k-$163k/yr OnsiteFull Time
5+ YOE3+ MgmtSeries 7 required within 90 days; 5+ years in finance, service, operations, or compliance; 3+ years of leadership experience; broker-dealer or custodian experience preferred.
2w
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Client Analyst II
North America or Sioux Falls or Scottsdale or Louisville or Troy or Franklin or Easton or United States
$60k-$101k/yr HybridFull Time
3+ YOEBachelor's or equivalent,3+ years relevant experience,account portfolio management,analytical and communication skills,detail oriented and self-starter.
1mo
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Client Service Associate, Wealth Management
Scottsdale, Arizona, United States
HybridFull Time
2+ YOEBachelor's degree preferred; 0-3 years (2+ preferred) in financial services or client service; Series 65/SIE/Series 7/Series 66 preferred; Microsoft Office proficiency; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3w
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Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yr OnsiteFull Time
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
1mo
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Director of Private Client Strategy
Urbana or Champaign or Decatur or Denver or Creve Coeur or East Peoria or Scottsdale or Dallas or Phoenix or Leawood or Bloomington
$140k-$193k/yr OnsiteFull Time
12+ YOEProven private banking/wealth leadership with 12+ years experience, bachelor’s degree required (MBA/JD/CFP preferred), CRM and analytics experience, strong client acquisition and regulatory knowledge.
CRM
3w
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Client PM Portfolio Mgr, Sr
Scottsdale, Arizona, United States
$98k-$199k/yr OnsiteFull Time
8+ YOEBachelor's in business/finance/economics, minimum 8 years investment experience, CFA/CPA/CFP preferred, technical experience with investment software, strong decision-making and client relationship skills.
FIS, Charles River, Morningstar, Factset, First Rate, Salesforce, Microsoft Office
3mo
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Client Accounting Supervisor
Chandler, Arizona, United States
OnsiteFull Time
5+ YOEFive to seven years in administrative support, customer service, or accounting; Bachelor's degree strongly preferred; proficiency in Quicken/QuickBooks and Microsoft Office; strong communication, organizational, and problem-solving skills.
Quicken, QuickBooks, Microsoft Excel, Microsoft Word
3w
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Treasury Client Onboarding Project Manager
Minneapolis or Atlanta or Charlotte or Cincinnati or Brookfield or Tempe or Saint Louis
$82k-$96k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, project management skills, treasury or financial services knowledge preferred, strong communication and analytical skills, proficiency with Microsoft Office.
Microsoft Office
2mo
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AB Client Transition Advisor
Chandler, Arizona, United States
OnsiteFull Time
2+ YOE2+ years in Treasury Management or similar; HS diploma required, BA preferred; knowledge of banking operations, regulatory compliance; strong communication.
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