Client Financial Partner Manager

Assurant

1d•$88,000 - $147,000

About The Position

The Client Financial Partner Manager serves as a key finance business partner supporting large Mobile clients by managing financial deliverables, leading detailed financial analysis, client profitability and supporting client communications. This role partners closely with the Account Management team and various other departments across the organization to ensure the clients’ financial reporting is accurate, issue resolution, and client insights that support profitability and the clients’ growth initiatives. While client‑facing, this role operates under the strategic direction of senior leadership.

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
Travel Up to 10%

Nice To Haves

Experience supporting client‑facing finance roles
Experience in mobile, insurance, or regulated industries
Exposure to financial modeling and pricing analysis

Responsibilities

Client Financial Reporting & Analysis (50%) Review client statements before they are issued to the client to ensure proper rates have been applied, no anomalies appear in the relevant trend and per unit amounts are as expected
If errors or anomalies are identified in statements, discuss the resolution with Accounting while ensuring statements are still issued timely.
Monitoring of key client KPIs to ensure program is performing according to deal assumptions
Identification of variances and analysis of those variances down to root cause
Collaborate with cross-functional teams internal to ensure client financials are accurate and complete
Develop corrective action plans together with key product and operational owners and manage the action plans to completion
Client Support & Business Reviews (35%) Prepare monthly and quarterly client business reviews, including financial insights and performance commentary
Participate in client meetings as a finance subject matter expert
Coordinate issue resolution with internal teams and support ongoing client communication
Project & Initiative Support (15%) Participate in financial analysis for client initiatives, new products, pricing updates, and contract changes
Support modeling for growth opportunities, RFPs, and special client requests
Implement and enhance financial processes and controls to improve client reporting
Provide ad hoc analysis and decision support to leadership.