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Client Reporting Analyst Jobs in Florida (NOW HIRING)

Investor Reporting Analyst II

Tampa, FL ยท Hybrid

$35.57 - $49.87/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 ...

Investor Reporting Analyst II

Tampa, FL ยท Hybrid

$35.57 - $49.86/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 ...

Position Overview AssistRx is seeking a Reporting Business Analyst to support the development of operational and client-facing reporting across our patient support and therapy access platforms. This ...

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 ...

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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 Aug 7, 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 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.
What are popular job titles related to Client Reporting Analyst jobs in Florida? For Client Reporting Analyst jobs in Florida, the most frequently searched job titles are:
Infographic showing various Client Reporting Analyst job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $60,428 per year, or $29.1 per hour.

Reporting Analyst/Consultant

Resource Consultings Services Inc

Sarasota, FL โ€ข On-site

Contractor

Posted 6 days ago


Job description

Role: Reporting Analyst / Consultant

Location: Sarasota, FL (Onsite)
Duration: 12+ month C2H

Role Summary

The Reporting Analyst/Consultant is responsible for designing, validating, and operationalizing reporting capabilities during and after the migration from FIS Relias to FIS FRP. This role ensures all operational, participant, compliance, financial, executive, and regulatory reporting requirements are accurately transitioned, validated, and optimized within the FRP environment. The role acts as the liaison between business stakeholders, operations, compliance, finance, and technical reporting teams.

Primary Responsibilities

Reporting Inventory & Assessment

  • Inventory all existing Relias  and SIMIS reports; reports  using data from Relias and SIMIS
  • Classify reports by:

o     Operational

o     Compliance

o     Regulatory

o     Client-facing

o     Executive

o     Financial

  • Identify redundant or obsolete reports

Report Migration & Redesign

  • Redesign reports for FRP data structures
  • Validate source data integrity
  • Develop new reporting logic where required
  • Optimize report usability and automation

Data Validation & Reconciliation

  • Validate report outputs against legacy systems
  • Support parallel reporting comparisons
  • Reconcile participant and financial reporting variances
  • Ensure audit traceability

Compliance & Regulatory Reporting

Support reporting requirements for:

  • IRS
  • DOL
  • ERISA
  • Audit support
  • SOC reporting
  • Internal controls

Executive & Operational Analytics

  • Develop operational dashboards
  • Support KPI and SLA reporting
  • Create management reporting packages
  • Enable trend and exception analysis

Business Stakeholder Engagement

Partner with:

  • Operations
  • Finance
  • Compliance
  • Client servicing
  • Executive leadership
  • PMO
  • Data teams

Deliverables

  • Reporting Inventory Matrix
  • Report Mapping & Transformation Specifications
  • Validation & Reconciliation Reports
  • Executive Dashboards
  • Operational KPI Reports
  • Regulatory Reporting Validation Documentation
  • Parallel Reporting Results
  • Reporting Governance Standards

Required Skills & Experience

Functional

  • Financial and operational reporting
  • Compliance reporting
  • Reconciliation and balancing

Technical

  • SQL
  • Power BI/Tableau
  • Reporting tools
  • Data analysis
  • Data validation methodologies

Preferred

  • FIS Relias reporting experience
  • FIS FRP reporting experience
  • Retirement industry compliance reporting
  • Microsoft Fabric/Power BI experience