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
If you are interested, you may answer this form for us to get to more about your background https://forms.gle/145YWo7G7ofLk3wV9
