Client Financial Partner Manager
Assurant
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $88,000 - $147,000 per year
Tech Stack
About the role
- Review client statements before issuance to ensure proper rates and accuracy
- Discuss resolution with Accounting for any errors or anomalies
- Monitor key client KPIs for program performance
- Collaborate with cross-functional teams to ensure accurate financials
- Prepare monthly and quarterly client business reviews
- Participate in client meetings as a finance expert
- Support financial analysis for client initiatives and new products
- Implement and enhance financial processes for improved reporting.
Requirements
- Bachelor’s degree in Accounting, Finance or related field
- Minimum of 7 years of progressive finance or accounting experience
- Experience supporting complex client programs or large datasets
- Strong financial analysis and reconciliation skills
- Advanced Excel; experience working with large datasets (SQL a plus)
- Ability to collaborate cross‑functionally and communicate financial concepts clearly
- High attention to detail and strong problem‑solving skills.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisreconciliationExcelSQLdata analysis
Soft Skills
collaborationcommunicationattention to detailproblem-solving
Certifications
Bachelor’s degree in AccountingBachelor’s degree in Finance