Content Operations Lead

Key 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

● Strong skills in Excel, SQL, or other data management tools

● Previous experience working with clients in financial services or consulting