Full-time Posted May 31, 2026
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Job Description

Responsibilities

  • Prepare and review client reports to ensure accuracy and quality
  • Independently sign off on reports and reporting content
  • Ensure timely delivery of client reporting requirements
  • Conduct quality checks on reports produced by the team
  • Collaborate with internal teams to validate report content and obtain approvals
  • Build strong relationships with stakeholders across teams
  • Identify opportunities to improve reporting processes and tools
  • Provide guidance and feedback to Client Reporting Specialists

Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field
  • At least 4–5 years of experience in client reporting, financial analysis, or similar roles
  • Must have 2 years of supervisory experience
  • Experience with financial reporting tools or data visualization platforms
  • Str...

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