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Client Reporting Analyst Jobs (NOW HIRING)

Robert Half

Regulatory Reporting Analyst

Bethesda, MD · On-site

$65 - $85/hr

We are looking for a Regulatory Reporting Analyst to join a banking client on a Contract basis in Bethesda, Maryland. This role will focus on delivering accurate, timely regulatory and quarterly ...

M+C Saatchi Group

Reporting & Analytics Manager

Chicago, IL · On-site

$143K/yr

KEY RESPONSIBILITIES CLIENT REPORTING & INSIGHTS * Own the creation and delivery of recurring ... Use GA4 to analyze website performance, user behavior, traffic quality, and conversion paths. * Use ...

MUFG

Regulatory Reporting Analyst

New York, NY · Hybrid

$77K - $98K/yr

Across the globe, we're 150,000 colleagues, striving to make a difference for every client ... The Financial Reporting Analyst reports to the Regulatory Reporting Manager and is responsible for ...

MUFG Bank, Ltd.

Regulatory Reporting Analyst

New York, NY · On-site

$77K - $98K/yr

Across the globe, we're 150,000 colleagues, striving to make a difference for every client ... The Financial Reporting Analyst reports to the Regulatory Reporting Manager and is responsible for ...

PIMCO

Head of Client Reporting Platform

Newport Beach, CA · On-site

$149K/yr

Partner with business stakeholders, Product Managers, Designers, Data Engineers, Business Analysts ... Deep understanding of client reporting and the asset management industry, including performance and ...

Versant Health

Data Reporting Analyst

Albany, NY · On-site

Data Reporting Analyst Data Reporting Analyst Who are we? Versant Health is one of the nation ... The role requires strong communication skills to act as a liaison between client managers and ...

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Client Reporting Analyst information

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$20.5K

$80.9K

$129.5K

How much do client reporting analyst jobs pay per year?

As of Jul 17, 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 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.
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Client Reporting Analyst jobs near you
Infographic showing various Client Reporting Analyst job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.
Regulatory Reporting Analyst

Regulatory Reporting Analyst

Apex Fintech Solutions

Chicago, IL

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Job description

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.

At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest.

When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.

Together, we're shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex.

We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received:

Best Places to Work

2026, 2025, 2024, 2023- Presented by BuiltIn

WealthTech of the Year

2025- Presented by US FinTech Awards

The World's Top 250 Fintech Companies

2024- Presented by CNBC

ABOUT THIS ROLE

Job Summary:

Apex Finance is seeking a detail-oriented and analytical Regulatory Reporting Analyst to join our dynamic team. This role is crucial for maintaining the firm's regulatory compliance by managing complex reporting tasks, analyzing financial data, and ensuring accuracy in all regulatory filings. The Regulatory Reporting Analyst will collaborate extensively with various teams including Billing, Accounting, Treasury, Client Service, Operations, Compliance, and Technology, making an impactful contribution towards safeguarding the firm and its clients.

Key Responsibilities:

  • Regulatory Compliance: Ensure that the firm adheres to securities laws and regulations such as Rule 15c3-3 regarding customer protection by continually applying and updating knowledge of these rules.
  • SEC Reporting: Lead the preparation of the firm's FOCUS report in compliance with Rule 15c3-1, which includes crafting the regulatory balance sheet and related schedules.
  • Futures Industry Reporting: Manage daily and monthly regulatory reporting responsibilities for the futures business, focusing on compliance and process improvement.
  • Reserve Calculations and Reporting: Actively participate in the calculation of the weekly 15c3-3 reserve computation, resolving issues and reconciling accounts as required.
  • Capital Charges Calculations: Prepare monthly capital charges, including detailed analysis of haircuts, margin calls, and fails to deliver/receive to determine net capital accurately.
  • Accounting Support: Assist with the monthly accounting close specifically related to regulatory reporting needs and maintain accurate reconciliations of balance sheet accounts.
  • Process Optimization: Continuously seek out and implement more efficient and impactful methods for regulatory reporting tasks, while upholding high standards of accuracy and compliance.

Education and Experience:

  • Bachelor's degree in Accounting, Finance, or a related field
  • 2 years of general accounting experience, with a strong preference for candidates who have experience in broker-dealer accounting and operations.

Preferred Qualifications:

  • Regulatory Knowledge: Familiarity with SEC Rule 15c3-1, Rule 15c3-3, and other relevant financial regulatory frameworks.
  • Industry-Specific Experience: Prior experience with futures industry regulatory reporting.
  • Certifications: Series 27, 7, or 99 certifications are beneficial.
  • Technical Skills: Proficiency in NetSuite and advanced Excel capabilities are highly valued.
  • Knowledge, Skills, and Abilities: Analytical Abilities: Exceptional analytical and problem-solving skills to accurately handle complex data and reporting tasks.
  • Attention to Detail: High level of accuracy and attention to detail in all aspects of work.
  • Independence: Ability to function effectively both independently and as part of a team in a fast-paced environment.
  • Communication: Strong communication skills, capable of constructing well-formulated written and verbal reports and presenting complex information clearly and effectively.Adaptability: Can manage multiple projects and tight deadlines, adapt quickly to changes, and handle competing priorities.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS , we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Salary Range

$57,456-$71,820

The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

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