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...