$95/hr
Role Summary The Equity Compensation Reporting Specialist supports client-financial reporting needs ... Management, and Support teams. * Support sales efforts by participating in client demos ...
$95/hr
Role Summary The Equity Compensation Reporting Specialist supports client-financial reporting needs ... Management, and Support teams. * Support sales efforts by participating in client demos ...
Client Accounting Manager / Senior Manager
Birmingham, AL · On-site
$90K - $105K/yr
Manage client accounting operations, oversee multiple client relationships, and ensure high-quality financial reporting. Where: Birmingham, AL When: Hiring immediately for the right candidate. Why:
Client Accounting Manager / Senior Manager
Birmingham, AL · On-site
$90K - $105K/yr
Manage client accounting operations, oversee multiple client relationships, and ensure high-quality financial reporting. Where: Birmingham, AL When: Hiring immediately for the right candidate. Why:
... helps client leaders translate multifaceted risk and an evolving regulatory environment into ... Manage end to end regulatory reporting activities covering 40 Act and non-40 Act funds in the ...
... helps client leaders translate multifaceted risk and an evolving regulatory environment into ... Manage end to end regulatory reporting activities covering 40 Act and non-40 Act funds in the ...
Reporting & Governance Manager
Birmingham, AL · Hybrid
£450 - £500/day
Reporting & Governance Manager Location: Birmingham (3 days/week on site) Daily Rate: 500/day ... Armed Forces Covenant CLIENT is proud to support the Armed Forces Covenant and as such, we ...
Reporting & Governance Manager
Birmingham, AL · Hybrid
£450 - £500/day
Reporting & Governance Manager Location: Birmingham (3 days/week on site) Daily Rate: 500/day ... Armed Forces Covenant CLIENT is proud to support the Armed Forces Covenant and as such, we ...
Client Service Associate
Birmingham, AL · On-site
$12.50 - $17.25/hr
Our firm is looking to hire a Client Service Associate to support our advisory team, create and ... reporting, analysis, as well as input and management of the financial plan. You will follow the ...
Client Service Associate
Birmingham, AL · On-site
$12.50 - $17.25/hr
Our firm is looking to hire a Client Service Associate to support our advisory team, create and ... reporting, analysis, as well as input and management of the financial plan. You will follow the ...
Client Executive/Program Manager
$68K - $92K/yr
BLOX Reports to: Chief Commercial Officer Focus Areas: Data Centers, Retail/Financial Services, or Healthcare Role Type: Client Growth, Business Development, and Account Management Position Purpose ...
Quick apply
Client Executive/Program Manager
$68K - $92K/yr
BLOX Reports to: Chief Commercial Officer Focus Areas: Data Centers, Retail/Financial Services, or Healthcare Role Type: Client Growth, Business Development, and Account Management Position Purpose ...
The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the ... and managing aged receivables * Review and take appropriate action on all account reports
The Client Service Executive (CSE) plays a pivotal role within the organization, overseeing the ... and managing aged receivables * Review and take appropriate action on all account reports
This position is based out of our Mobile, AL office and reports to the Director of Plan ... Manages the receipt of the client information necessary to complete year-end testing and the Form ...
This position is based out of our Mobile, AL office and reports to the Director of Plan ... Manages the receipt of the client information necessary to complete year-end testing and the Form ...
The Regulatory Reporting Specialist is responsible for overseeing the preparation, review, and ... client business functions that manage risk and deliver value-added outcomes, all while driving ...
The Regulatory Reporting Specialist is responsible for overseeing the preparation, review, and ... client business functions that manage risk and deliver value-added outcomes, all while driving ...
The Regulatory Reporting Specialist is responsible for overseeing the preparation, review, and ... client business functions that manage risk and deliver value-added outcomes, all while driving ...
The Regulatory Reporting Specialist is responsible for overseeing the preparation, review, and ... client business functions that manage risk and deliver value-added outcomes, all while driving ...
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files ...
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files ...
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files ...
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files ...
Client Executive
Bessemer, AL · On-site
$68K - $92K/yr
Build and manage a pipeline of qualified prospects, strategic accounts, and near-term revenue ... Internal Leadership and Reporting * Provide regular updates on pipeline status, pursuit activity ...
Client Executive
Bessemer, AL · On-site
$68K - $92K/yr
Build and manage a pipeline of qualified prospects, strategic accounts, and near-term revenue ... Internal Leadership and Reporting * Provide regular updates on pipeline status, pursuit activity ...
Client Success & Business Development Manager
Attalla, AL · On-site
$65K - $85K/yr
... reporting of screening results and any required customer follow-up. · Gather customer and ... client success, account management, business development, or consulting. · Strong project ...
Quick apply
Client Success & Business Development Manager
Attalla, AL · On-site
$65K - $85K/yr
... reporting of screening results and any required customer follow-up. · Gather customer and ... client success, account management, business development, or consulting. · Strong project ...
Client Executive
$68K - $92K/yr
Build and manage a pipeline of qualified prospects, strategic accounts, and near-term revenue ... Internal Leadership and Reporting * Provide regular updates on pipeline status, pursuit activity ...
Client Executive
$68K - $92K/yr
Build and manage a pipeline of qualified prospects, strategic accounts, and near-term revenue ... Internal Leadership and Reporting * Provide regular updates on pipeline status, pursuit activity ...
Disability Client Coordinator
Birmingham, AL · On-site
$17 - $23/hr
... with reporting and tracking consultation scheduling metrics and conversion opportunities ... Ability to manage multiple tasks and priorities in a fast-paced environment. * Strong ...
Disability Client Coordinator
Birmingham, AL · On-site
$17 - $23/hr
... with reporting and tracking consultation scheduling metrics and conversion opportunities ... Ability to manage multiple tasks and priorities in a fast-paced environment. * Strong ...
Disability Client Coordinator
Birmingham, AL · On-site
$17 - $23/hr
... with reporting and tracking consultation scheduling metrics and conversion opportunities ... Ability to manage multiple tasks and priorities in a fast-paced environment. * Strong ...
Disability Client Coordinator
Birmingham, AL · On-site
$17 - $23/hr
... with reporting and tracking consultation scheduling metrics and conversion opportunities ... Ability to manage multiple tasks and priorities in a fast-paced environment. * Strong ...
This position requires someone who can balance strategic client relationship management with hands ... reporting. * Ensure compliance with healthcare industry standards and maintain deep knowledge of ...
This position requires someone who can balance strategic client relationship management with hands ... reporting. * Ensure compliance with healthcare industry standards and maintain deep knowledge of ...
This position requires someone who can balance strategic client relationship management with hands ... reporting. * Ensure compliance with healthcare industry standards and maintain deep knowledge of ...
This position requires someone who can balance strategic client relationship management with hands ... reporting. * Ensure compliance with healthcare industry standards and maintain deep knowledge of ...
Mitigation Coordinator
Homewood, AL · On-site
As the Mitigation Coordinator, you'll work closely with the Project Manager, Client, Contractors ... and safety reporting. * Prepare and maintain required documentation. * Monitor job files from ...
Mitigation Coordinator
Homewood, AL · On-site
As the Mitigation Coordinator, you'll work closely with the Project Manager, Client, Contractors ... and safety reporting. * Prepare and maintain required documentation. * Monitor job files from ...
Manager Client Reporting information
What is the difference between Manager Client Reporting vs Client Service Manager?
| Aspect | Manager Client Reporting | Client Service Manager |
|---|---|---|
| Primary Focus | Preparing and analyzing client reports, data accuracy, reporting processes | Managing client relationships, service delivery, client satisfaction |
| Required Skills | Data analysis, reporting tools, financial knowledge | Communication, client management, problem-solving |
| Work Environment | Finance, banking, investment firms | Financial services, consulting, asset management |
| Certifications | Financial certifications (e.g., CFA, CPA) often preferred | Customer service or client management certifications beneficial |
While both roles involve client interaction, Manager Client Reporting primarily focuses on data analysis and report preparation, whereas Client Service Managers emphasize maintaining strong client relationships and service quality. Understanding these differences helps in choosing the right career path or job search focus.
How does a Manager Client Reporting typically collaborate with internal teams to ensure accurate and timely delivery of client reports?
A Manager Client Reporting regularly works with teams such as operations, finance, IT, and client services to gather data, verify information, and resolve discrepancies before reports are delivered to clients. Effective communication and coordination are essential, as deadlines are often tight and data needs can be complex. The manager may lead meetings, clarify requirements, and implement process improvements to streamline reporting workflows. This cross-functional collaboration helps ensure that client reports meet quality standards and client expectations.
What does a Manager Client Reporting do?
A Manager Client Reporting oversees the creation, review, and delivery of financial or performance reports to clients, ensuring accuracy and clarity. They coordinate with internal teams to gather data, analyze trends, and present findings in a way that meets client requirements and regulatory standards. This role often involves improving reporting processes, managing a team, and acting as a primary point of contact for clients regarding reporting matters. Their goal is to provide clients with timely, insightful information to support business decisions.
What are the key skills and qualifications needed to thrive as a Manager Client Reporting, and why are they important?
To thrive as a Manager Client Reporting, you need expertise in financial analysis, reporting, and data management, typically supported by a degree in finance, accounting, or a related field. Familiarity with reporting tools such as Excel, Power BI, Tableau, and financial systems like SAP or Oracle is essential, and professional certifications like CFA or CPA are advantageous. Strong attention to detail, communication, and leadership skills help manage teams and deliver clear, accurate reports to clients. These skills ensure that client deliverables are accurate, insightful, and timely, supporting client satisfaction and compliance with industry standards.
What are popular job titles related to Manager Client Reporting jobs in Alabama? For Manager Client Reporting jobs in Alabama, the most frequently searched job titles are:
What job categories do people searching Manager Client Reporting jobs in Alabama look for? The top searched job categories for Manager Client Reporting jobs in Alabama are:
What cities in Alabama are hiring for Manager Client Reporting jobs? Cities in Alabama with the most Manager Client Reporting job openings:
Equiniti rating
9.1
Based on 12 frontline employees who took The Breakroom Quiz
Job description
Management Level
GEQ, Next Starts Now
We are EQ, a fintech that connects the future of capital, communications, and governance, building trust and confidence in every market we serve. Our 5,000 employees support over 20 million shareholders and 12,000 leading organizations globally. EQ's mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before.
With the integration of Notified, EQ is the only global technology partner dedicated to both public relations and investor relations solutions.
Role Summary
The Equity Compensation Reporting Specialist supports client-financial reporting needs within Equity Plan Solutions (EPS), serving as a key client-facing partner in delivering accurate and timely equity compensation reporting. This role is responsible for managing production support requests from initial triage through implementation, while partnering with internal teams and clients to produce reporting solutions, enhance system capabilities, and maintain strong client relationships.
Core Duties/Responsibilities
The successful candidate will be responsible for the following:
Serve as a subject matter expert (SME) in equity compensation valuation, expensing, and disclosures in accordance with ASC 718 and ASC 260.
Manage production support requests, from initial intake and triage through resolution and implementation.
Assist clients in understanding financial reporting calculations, reconciliations, expense recognition, and disclosures.
Support client reporting needs by interpreting requirements and aligning solutions with system capabilities.
Monitor account health and proactively identify and mitigate reporting risks.
Maintain development item logs and coordinate enhancements with Product and Support teams.
Produce documentation such as release notes and reporting updates for internal stakeholders.
Collaborate cross-functionally with Product, Sales, Relationship Management, and Support teams.
Support sales efforts by participating in client demos, presentations, and RFP responses.
Analyze regulatory guidance and industry trends affecting equity compensation reporting.
Skills, Capabilities and Attributes
The successful candidate will demonstrate the following experience, skills and behaviors:
Bachelor's degree in finance, accounting, or related field (or equivalent experience).
2-4 years of experience in financial reporting, equity compensation, or related field.
Sufficient understanding of ASC 718 (stock-based compensation) and ASC 260 accounting standards.
Experience with equity compensation plans including stock options, RSUs, PSUs, and ESPPs.
Strong analytical and problem-solving skills with high attention to detail.
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Strong communication skills with the ability to explain complex financial concepts to clients.
Experience in financial services or fintech industry preferred.
CEP certification or progress toward certification is a plus.
Compensation
We offer a base salary in the range of $95-104K. Compensation packages are commensurate with experience and location.
Equal Opportunity Statement
We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.
Please note any offer of employment is subject to satisfactory pre-employment screening checks.
About Equiniti Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Berkshire, ENG, UK