1

Client Reporting Analyst Jobs in Florida (NOW HIRING)

... report development process including participating in client meetings to understand needs and ... Business Process Analysis * Continuous Improvement * Innovative Thinking * Quality Assurance ...

Investor Reporting Analyst II

Tampa, FL ยท Hybrid

$35.57 - $41.47/hr

Reporting to the AVP, Investor Reporting, this position is responsible for managing complex ... Client focused with strong execution skills and results orientation * High-level of precision with ...

Develop reports, dashboards, and analytics using SQL, Tableau, Excel, and Salesforce data to reveal ... Client-facing professionalism with the ability to manage multiple stakeholder priorities. * Thrives ...

Develop reports, dashboards, and analytics using SQL, Tableau, Excel, and Salesforce data to reveal ... Client-facing professionalism with the ability to manage multiple stakeholder priorities. * Thrives ...

Financial Analyst

Orlando, FL ยท On-site +1

$82K - $112K/yr

Essential Functions: (45%) Cash Reporting, Client Data, and Analysis * Develops an understanding of treaty guidelines specific to assigned treaties to determine expectations of both parties.

Financial Analyst

Orlando, FL ยท On-site

$82K - $112K/yr

Essential Functions: (45%) Cash Reporting, Client Data, and Analysis * Develops an understanding of treaty guidelines specific to assigned treaties to determine expectations of both parties.

next page

Showing results 1-20

Client Reporting Analyst information

See Florida salary details

$15.3K

$60.4K

$96.8K

How much do client reporting analyst jobs pay per year?

As of Jul 16, 2026, the average yearly pay for client reporting analyst in Florida is $60,428.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,300.00 and $74,000.00 per year, depending on experience, location, and employer.

What does a reporting analyst do?

A reporting analyst is responsible for collecting, analyzing, and presenting data to support business decision-making. They create reports using tools like Excel or business intelligence software, ensure data accuracy, and communicate insights to stakeholders. Strong analytical skills and attention to detail are essential for this role.

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.

What analyst job pays the most?

Senior financial analysts, data analysts, and management analysts tend to have the highest salaries among analyst roles, often earning six-figure incomes with experience and advanced skills. Specialized roles requiring certifications like CFA or CPA, or expertise in areas such as investment banking or management consulting, typically offer higher compensation.

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, and why are they important?

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 gather data from various sources, ensure accuracy, and present insights using tools like Excel or reporting software, supporting informed decision-making and client relationships.

Can I become a Client Reporting Analyst without experience?

Becoming a Client Reporting Analyst typically requires some experience with data analysis, reporting tools, and financial or client data. Entry-level positions may be available for candidates with strong analytical skills, relevant certifications, or related internship experience, but most roles prefer prior exposure to reporting software like Excel, Tableau, or SQL. Gaining relevant skills through training or certifications can improve chances of entering the field without direct experience.
What job categories do people searching Client Reporting Analyst jobs in Florida look for? The top searched job categories for Client Reporting Analyst jobs in Florida are:
Client Reporting Analyst III

Client Reporting Analyst III

Ghr

Jacksonville, FL โ€ข On-site

Full-time

Posted 14 days ago


Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:


This job is responsible for developing reports to support management decision making. Key responsibilities include performing all phases of the report development process including participating in client meetings to understand needs and develop requirements, performing data research and data discovery, data sourcing including data automation, creating report visualizations, and managing report deployment including user on-boarding. Job expectations include developing, maintaining, or enhancing components of large reporting platforms to deliver comprehensive end-to-end reporting solutions.

Responsibilities:

  • Designs, develops, and maintains innovative automated reports, dashboards, and scorecards using Business Intelligence tools including MicroStrategy and Tableau

  • Designs, develops, and maintains automated data Extract, Transform, and Load (ETL) processes from various database platforms, storing data in 'Fit for Use' relational tables

  • Analyzes disparate database sources including relational structures, dimensional data models, and cubes

  • Designs and builds relational data models to support the development of actionable reports, dashboards, and scorecards

  • Partners with business stakeholders to translate business requirements into technical specifications

  • Creates and maintains required standard documentation including metadata, detailed workflows documenting program, and desktop procedures

  • Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects

Required Qualifications:

  • Minimum 3 year direct experience with such applications as Alteryx, Tableau, SQL & SAS

  • Minimum of 3 years of data reporting experience

Desired Qualifications:

  • Experience with LoanIQ, Data and Database

Skills:

  • Automation

  • Data Mining

  • Data Quality Management

  • Data Visualization

  • Reporting

  • Agile Practices

  • Attention to Detail

  • DevOps Practices

  • Production Support

  • Technical Documentation

  • Business Acumen

  • Business Process Analysis

  • Continuous Improvement

  • Innovative Thinking

  • Quality Assurance

Minimum Education Requirement:

  • High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:ย 

40