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Client Reporting Associate Jobs in Phoenix, AZ (NOW HIRING)

Acosta

Associate Client Manager

Phoenix, AZ · On-site

$58K - $75K/yr

The Associate Client Manager supports the Business Manager in executing the mutual business goals ... Reporting & Analytics * Prepare and deliver weekly and monthly client reports summarizing activity ...

Acosta

Associate Client Manager

Phoenix, AZ · On-site

The Associate Client Manager supports the Business Manager in executing the mutual business goals ... This position operates without direct reports and partners cross-functionally with internal teams ...

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.75 - $20.50/hr

Client Service Associates Client Service Associates will be co-located at a central site, and will ... CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead.

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.25 - $19.75/hr

CSAs will report into the Market CRM, though day-to-day will be supervised by a Client Service Lead ... The Client Service Associates role is a sales support position, typically providing dedicated ...

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Client Reporting Associate information

See Phoenix, AZ salary details

$10.9K

$68K

$139K

How much do client reporting associate jobs pay per year?

As of Jul 5, 2026, the average yearly pay for client reporting associate in Phoenix, AZ is $67,963.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $86,900.00 per year, depending on experience, location, and employer.

What does a Client Reporting Associate do?

A Client Reporting Associate is responsible for preparing, analyzing, and delivering regular reports to clients, typically in financial or investment firms. They ensure that clients receive accurate and timely information about their accounts, investments, or services. Their duties often include data collection, report generation, troubleshooting discrepancies, and responding to client inquiries. Strong attention to detail, analytical skills, and proficiency with reporting tools are crucial for this role.

What are some common challenges faced by Client Reporting Associates, and how are they typically addressed in the workplace?

Client Reporting Associates often encounter challenges such as managing tight deadlines for delivering accurate reports, adapting to evolving client requirements, and ensuring data integrity across multiple systems. To address these, teams typically implement robust quality control processes, use advanced reporting tools, and maintain clear communication channels with both internal teams and clients. Regular training and collaboration with portfolio managers, compliance, and IT teams also help associates stay updated on best practices and handle complex reporting needs efficiently.

What are the key skills and qualifications needed to thrive as a Client Reporting Associate, and why are they important?

To thrive as a Client Reporting Associate, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with reporting tools such as Microsoft Excel, data visualization platforms, and client relationship management (CRM) systems is typically required. Exceptional communication, problem-solving abilities, and time management help you deliver accurate reports and respond effectively to client inquiries. These skills are crucial for ensuring data integrity, meeting client expectations, and supporting informed decision-making.

What is the difference between Client Reporting Associate vs Client Service Associate?

AspectClient Reporting AssociateClient Service Associate
Required CredentialsBachelor's degree, familiarity with reporting toolsBachelor's degree, strong communication skills
Work EnvironmentData analysis, report preparation, client reportingClient communication, account management
Employer & Industry UsageFinancial services, asset managementBanking, financial institutions
Common Search & ComparisonFocus on reporting and data analysisFocus on client interaction and support

The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.

What are popular job titles related to Client Reporting Associate jobs in Phoenix, AZ? For Client Reporting Associate jobs in Phoenix, AZ, the most frequently searched job titles are:
What job categories do people searching Client Reporting Associate jobs in Phoenix, AZ look for? The top searched job categories for Client Reporting Associate jobs in Phoenix, AZ are:
What cities near Phoenix, AZ are hiring for Client Reporting Associate jobs? Cities near Phoenix, AZ with the most Client Reporting Associate job openings:
Client Reporting Associate jobs near you
Financial Reporting Associate

Financial Reporting Associate

Equity Methods

Scottsdale, AZ • On-site

Full-time

Posted 15 hours ago

Job description

Description
Financial Reporting Associate
Open positions: typical hiring occurs for January and June start dates, however, we welcome the opportunity to meet and hire exceptional candidates at any point during the year.
We are looking for an energetic professional who enjoys problem solving, aspires to create genuine impact to clients, and appreciates working through technical finance and accounting issues.
With ~100 professionals and experience serving hundreds of publicly traded clients (including 40 Fortune 100 companies), Equity Methods seeks to combine the best of a large professional services firm with the best of an entrepreneurial, technology-enabled company. We work hard in the quest to have high impact and deliver exemplary client service that supports our client retention and overall growth story. We have consistently been rated a Top Company to Work for in Arizona.
About the Successful Candidate
You built a reputation as someone who loves problem-solving and learning. You learn quickly, and you enjoy the challenge of doing so. You think about your career and hope to find a home where you can make a genuine impact and see a link between your effort and the firm's performance. Teammates view you as someone who moves quickly and follows through on your commitments.
You enjoyed your finance and accounting course work. While perhaps you were not exposed to programming languages, the idea of taking a manual, multi-step process and automating it sounds interesting to you. Learning how to interact with clients and communicate complex technical issues clearly is something you think you would enjoy.
In short, you're analytical, low on politics, and high on impact.
Typical Qualifications:
  1. Bachelors or Masters in accounting, finance, economics, or related discipline. Please be sure your GPA is listed on your resume.
  2. 0 - 4 years experience in a financial reporting, finance, advisory or audit role. Candidates at a more senior level may be considered for a different position within the practice.
  3. Expertise and experience in theoretical accounting subjects: capability to interpret complex accounting theory and translate into a process-based understanding of how data should flow and be manipulated.
  4. Ability and willingness to think critically and solve "out-of-the-box" problems independently.
  5. Creativity in engineering processes from both a controls and efficiency perspective.
  6. Maturity in internal/external communication and time management.
  7. Desirable: Exposure to database design principles.
  8. Desirable: Exposure to SAS or another programming language for high-volume data handling.
  9. Desirable: CPA license or CPA candidacy; CFA or other similar pursuits also welcomed.

The Financial Reporting Group at EM:
Our award-winning Financial Reporting team specializes in developing controlled processes to manage the external and internal reporting for publicly traded companies' share-based payment programs.
  • External reporting needs span compensation expense, diluted EPS, and deferred tax (ASC 718, 260, and 740, respectively). We also assist clients with ASC 805, 820, 470, and 480 matters.
  • Internal reporting needs span forecasting and budgeting, international tax management, and related varieties of management accounting.
  • You can read more about our Financial Reporting Service offerings here: http://www.equitymethods.com/reporting/

The Associate Role
As a new associate at Equity Methods, you will have an immediate opportunity to begin applying the skills you acquire in training to client work. You will then gain exposure to client processes, engagement structures, project deliverables, and how we engineer well-controlled algorithms to reduce risk and drive automation. As your career progresses, you will begin interacting with clients, mastering the theory behind our reporting areas, leading reengineering efforts, supporting new client implementations, and more.
More specific roles and responsibilities include:
  1. Completing our new-hire training program. The training covers our internal algorithms, programming tools, and client report categories.
  2. Supporting ongoing financial reporting engagements, by learning the inner workings of client processes, what purposes they serve, and how they address client needs.
  3. Executing client processes, thereby demonstrating excellent attention to detail, drafting client emails, and collaborating with more experienced team members to ensure client expectations are met.
  4. Designing, implementing, and documenting the underlying data handling processes, ensuring that solutions are consistent with the terms of the client's compensation plans and adhere to accounting standards.
  5. Participating in client delivery meetings and external audit review sessions, ensuring that clients understand the work product delivered and can utilize the reports in their financial reporting, and their external auditors grasp all essential features of the solution.
  6. Support in various practice initiatives related to risk management, process reengineering, and technical research.
  7. Implementing and enhancing control measures within the practice to ensure risk is being properly managed in client engagements. Developing specific control tests, performing end-to-end analyses of processes to understand where there is risk, and assisting in compilation of high-quality work papers for future reference and re-performance.

Consulting associates will be supported by leaders of the practice in an effort to train and develop skills related to engagement management early in their careers.
More About Equity Methods
Equity Methods serves a diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms. We have served 40 Fortune 100 firms all the way to early-stage venture-backed organizations. Our clients span the entire United States, in addition to some in Canada, South America, and Europe. We offer a diverse array of services that solve mission-critical priorities within corporate accounting and human resources functions.
At our size of ~100 professionals and countless brand-name clients, we combine the best of a large professional services firm with the best of an entrepreneurial growth venture. The culture fosters excellence in client service, innovation, collaboration, and continuous improvement. We have a bias toward promoting from within and we celebrate the diverse strengths of our colleagues. We have consistently been rated a Top Company to Work for in Arizona.

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