About the Role
The role involves designing, building, and maintaining client-facing reports while ensuring data integrity and alignment with business requirements. The individual will collaborate with technology and operations teams to streamline reporting workflows and implement enhancements.
Responsibilities
- Design and implement reporting solutions for client-facing documents
- Collaborate with cross-functional teams to gather reporting requirements
- Ensure accuracy and consistency of data across all deliverables
- Maintain and enhance existing reporting frameworks and templates
- Identify opportunities to automate manual reporting processes
- Support the integration of new data sources into reporting systems
- Troubleshoot and resolve data discrepancies in a timely manner
- Work closely with compliance and operations to meet regulatory standards
- Develop documentation for reporting logic and system configurations
- Lead testing efforts for new reporting features and updates
- Provide subject matter expertise during system upgrades or migrations
- Monitor reporting performance and recommend optimizations
- Assist in onboarding and training team members
- Coordinate with external vendors when necessary
- Manage timelines for reporting deliverables and project milestones
- Ensure alignment between technical capabilities and business needs
- Evaluate new tools or technologies to improve reporting efficiency
- Support audit requests related to client reporting data
- Maintain awareness of industry trends in financial reporting
- Contribute to strategic planning for reporting roadmap development
Compensation
Competitive salary and benefits package commensurate with experience
Work Arrangement
Hybrid
Team
Part of a specialized unit focused on enhancing client reporting systems and processes
About the Team
The Client Reporting Development Team focuses on building robust, scalable reporting solutions that meet the evolving needs of clients and internal stakeholders. The team operates at the intersection of finance, technology, and operations, delivering accurate and timely insights.
Culture and Values
Collaboration, integrity, and innovation are central to how work is conducted. Employees are encouraged to take initiative, share ideas, and contribute to continuous improvement across reporting functions.
Not available
