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Client Reporting Analyst Jobs (NOW HIRING)

BNY

CLO Client Reporting Specialist

Houston, TX · On-site

You will be a partner through Analytics, Operations. Client Service and other stakeholders * This ... CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and ...

BNY

CLO Client Reporting Specialist

Pittsburgh, PA · On-site

You will be a partner through Analytics, Operations. Client Service and other stakeholders * This ... CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and ...

BNY

CLO Client Reporting Specialist

Houston, TX

You will be a partner through Analytics, Operations. Client Service and other stakeholders * This ... CLO Reporting team will be responsible for running the CLO Compliance and waterfall model and ...

MFS

Compliance Reporting Analyst

Boston, MA · Hybrid

$10K/mo

Support the preparation, review, and delivery of client reporting and regulatory filings(e.g ... Proven analytical mindset with the ability to identify patterns, discrepancies, and root causes.

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Client Reporting Analyst information

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How much do client reporting analyst jobs pay per year?

As of Aug 7, 2026, the average yearly pay for client reporting analyst in the United States is $80,862.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $99,000.00 per year, depending on experience, location, and employer.

What is the difference between Client Reporting Analyst vs Data Analyst?

AspectClient Reporting AnalystData Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; proficiency in reporting toolsBachelor's degree in statistics, mathematics, or related field; strong analytical skills
Work EnvironmentFinancial services, investment firms, or corporate finance teamsVarious industries including finance, healthcare, marketing, and technology
Employer & Industry UsageUsed in client-focused financial roles to prepare reports for clients and internal teamsUsed across industries for data analysis, visualization, and insights generation

The Client Reporting Analyst primarily focuses on preparing and delivering reports for clients within financial services, emphasizing accuracy and compliance. In contrast, Data Analysts work across industries analyzing data sets to uncover insights, often using different tools and techniques. While both roles require strong analytical skills and similar educational backgrounds, their core responsibilities and work environments differ significantly.

How does a client reporting analyst typically collaborate with other departments to ensure accurate and timely reporting?

Client Reporting Analysts regularly work with teams such as portfolio management, operations, and IT to gather, verify, and present client data. They often coordinate with portfolio managers to understand investment details, liaise with operations for data reconciliation, and partner with IT to streamline reporting tools and automate processes. Maintaining strong cross-functional communication is key to ensuring reports are accurate, compliant, and delivered within deadlines. This collaborative environment also helps analysts quickly resolve discrepancies and enhance the overall quality of client deliverables.

What are the key skills and qualifications needed to thrive as a client reporting analyst?

To thrive as a Client Reporting Analyst, you need strong analytical abilities, attention to detail, and a background in finance, statistics, or a related field, often supported by a bachelor's degree. Familiarity with data visualization tools (like Tableau or Power BI), advanced Excel skills, and experience with reporting systems such as SQL or Bloomberg Terminal are typically required. Excellent communication, problem-solving, and time management skills help you interpret data and respond effectively to client needs. These competencies ensure accurate, insightful reporting and foster strong client relationships, which are crucial for business success.

What does a client reporting analyst do?

A client reporting analyst prepares and analyzes reports that communicate key data and performance metrics to clients. They use tools like Excel or reporting software to ensure accuracy, interpret data trends, and support decision-making processes. Strong analytical skills and attention to detail are essential in this role.
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Client Reporting Analyst jobs near you
Infographic showing various Client Reporting Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.

Client Reporting Analyst

GreatAmerica Financial Services Corporation

Cedar Rapids, IA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Job description

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We Are Looking to Add a Key Member to Our PSG Portfolio Services Team!

Serve as interface between GPSG leadership and the client on activities with respect to client reporting, evaluating financial implications and feasibility of client reporting requests while providing planning/support to meet GPSG’s overall performance targets.

As a Client Reporting Analyst, You will:

Use your analytical mind and business acumen!

  • Navigate core loan, leasing and solar servicing systems
  • Utilize knowledge of associated accounting entries and assist in reconciliation process
  • Prepare various reconciliations of GPSG third-party vendors and GPSG operations such as invoicing, ACH payments, legal land descriptions, FedEx, interpretive services and UCC filings

Stay focused on the details!

  • Monthly preparation of client billing based on detailed review of the client’s servicing agreement and portfolio activity
  • Monthly preparation of internal journal entries in accordance with deadlines
  • Research and resolve all report discrepancies timely
  • Continuous review and creation of documentation of all tasks

Enable better decision-making!

  • Responsible for suggesting and implementing client reporting enhancements to include IT application improvements
  • Compile periodic client performance metrics for leadership analysis to assist in client operation review meetings
  • Prepare, audit and deliver monthly reporting per the clients standard operating procedures

Be a bridge builder and process improver!

  • Maintain active relationships with GPSG clients on portfolio and financial issues. Work with clients to determine reporting needs.
  • Assist clients with reporting requests via GPSG’s web-based reporting interface or ad-hoc reporting through the data warehouse. Manage the setup and training of clients on GPSG’s web-based reporting tool
  • Partner with GPSG client manager and operations team with the onboarding of new clients; including but not limited to setup of client reporting, billing and related journal entries
  • Promote and participate in process improvement initiatives within the business unit
  • Provide an outstanding GreatAmerica experience to all clients

To be successful in this role, you will need:

Education

  • Bachelor’s degree in Accounting, Finance or related field

Experience

  • New college graduate to 1-3 years finance and accounting experience

Computer Skills

  • Proficient with Microsoft Excel with a working knowledge of other Microsoft Office applications required

Other Requirements

  • Qualified candidates will need a motivated spirit, possess excellent communication skills, the ability to prioritize and quickly jump between tasks, exceptional analytical and problem solving skills, proficient in Microsoft Excel and possess outstanding computer skills, excellent interpersonal and communication skills, organized, creative, team-player with initiative who responds well to challenges and demonstrate sound business judgment

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

Financial Benefits

  • Competitive Compensation
  • Monthly Bonuses for Eligible Employees
  • 401(k) and Company Match
  • Annual Profit Sharing
  • Paid Time Off

Health, Wellbeing, and Family Planning Benefits

  • Paid Vacation - starting at 80 hours annually for employees in their first year of service.
  • Paid Sick Days - Ten (10) per year with a conversation option for unused time.
  • Ten (10) Paid Holidays per year
  • Gym Reimbursement
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Short-Term and Long Term Disability
  • Company Paid Life Insurance
  • Flexible Spending Accounts (FSA)
  • Health Savings Accounts (HSA)
  • Employee Assistance Program
  • Parental Leave

Education and Career Planning Benefits

  • Tuition Assistance
  • Networking Opportunities
  • Leadership Development Opportunities

Perks

  • Paid Parking
  • Service Awards
  • Hybrid work arrangements
  • Business casual environment
  • A strong organizational culture focused on our greatest asset: you!

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.

Apply