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Manager Client Reporting Jobs in Pennsylvania (NOW HIRING)

We're looking for a Senior Manager, Client Experience to lead and evolve our client experience ... Lead WBRs and MBRs that move from reporting to real operational impact. Champion the Merchant ...

We're looking for a Senior Manager, Client Experience to lead and evolve our client experience ... Lead WBRs and MBRs that move from reporting to real operational impact. Champion the Merchant ...

$80 - $110/hr

We're looking for a Senior Manager, Client Experience to lead and evolve our client experience ... Lead WBRs and MBRs that move from reporting to real operational impact. Champion the Merchant ...

New

Showing results 21-40

Manager Client Reporting information

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?

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.

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 is the difference between Manager Client Reporting vs Client Service Manager?

AspectManager Client ReportingClient Service Manager
Primary FocusPreparing and analyzing client reports, data accuracy, reporting processesManaging client relationships, service delivery, client satisfaction
Required SkillsData analysis, reporting tools, financial knowledgeCommunication, client management, problem-solving
Work EnvironmentFinance, banking, investment firmsFinancial services, consulting, asset management
CertificationsFinancial certifications (e.g., CFA, CPA) often preferredCustomer 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.

What are the most commonly searched types of Client Reporting jobs in Pennsylvania?

The most popular types of Client Reporting jobs in Pennsylvania are:

What are popular job titles related to Manager Client Reporting jobs in Pennsylvania?

For Manager Client Reporting jobs in Pennsylvania, the most frequently searched job titles are:

What job categories do people searching Manager Client Reporting jobs in Pennsylvania look for?

The top searched job categories for Manager Client Reporting jobs in Pennsylvania are:

What cities in Pennsylvania are hiring for Manager Client Reporting jobs?

Cities in Pennsylvania with the most Manager Client Reporting job openings:

Traveling Sr. Manager, Client Operations

verisma

Pittsburgh, PA • Remote

Full-time

Posted 6 days ago


Verisma rating

6.2

Company rating: 6.2 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

188th of 226 rated it services


Job description

Senior Client Operations Manager

Summary of Position:
The Senior Manager, Client Operations is a senior-level operational and client leader responsible for the performance, stability, and growth of assigned client accounts. This role serves as a bridge between operational execution and strategic leadership, combining hands-on oversight of client operations with increasing accountability for people leadership, financial performance, client retention, and revenue growth. The Senior Manager monitors operational efficiencies through reporting, partners closely with Directors to identify and communicate inefficiencies, and implements timely corrective actions to ensure accounts remain in strong financial and operational standing. While primarily a remote position, travel to client accounts across Pennsylvania, New York and Maryland is required when gaps in processes, protocols, or gross margins are identified or when an account is deemed at risk.

Duties & Responsibilities:
•    Own the day-to-day operational performance of assigned client accounts to ensure stability, quality, and achievement of monthly revenue goals
•    Monitor operational efficiency through reporting and analysis of productivity, quality, and financial performance metrics
•    Analyze reports and performance data to identify trends, gaps, risks, and opportunities impacting account performance
•    Partner with Directors and Client Managers to communicate identified inefficiencies and implement timely corrective actions
•    Support Directors and Client Managers in managing accounts based on gaps and trends identified through reporting
•    Identify and recommend opportunities to improve productivity, increase efficiency, and support revenue growth
•    Assist Client Managers in developing and executing effective action plans to capture all areas of opportunity within their book of business
•    Prepare, analyze, and present standardized weekly dashboards, month-end operational performance reports, and ad-hoc reporting, as required
•    Provide reporting and metrics support for assigned client accounts
•    Attend monthly P&L meetings with Directors to understand financial performance, identify gaps, and support corrective strategies
•    Translate operational and financial metrics into actionable recommendations to support leadership decision-making
•    Serve as the primary point of contact for routine client communication and maintain strong, professional relationships with client management teams
•    Lead and continuously improve Client Manager and Supervisor meetings to review performance, align priorities, support operational alignment, and drive accountability
•    Provide leadership, coaching, and guidance to supervisors, managers and team members
•    Support hiring, onboarding, training, implementation, and ongoing performance management activities
•    Ensure appropriate staffing coverage, workforce alignment, and payroll review to support operational needs
•    Provide implementation and training support during the onboarding of new business to ensure consistency in processes and reporting
•    Ensure compliance with HIPAA, ROI regulations, contractual obligations, and Verisma policies and procedures
•    Review release of information requests for validity in accordance with applicable state and federal statutes
•    Perform quality reviews and audits as required by Verisma and client agreements
•    Monitor productivity and quality to ensure high levels of customer service satisfaction
•    Evaluate site protocols and best practices and provide input into the review and revision of procedures
•    Assist in the development and documentation of workflows that may be shared company-wide as best practices
•    Utilize Excel and business intelligence tools to generate analytical reports for clients, Directors, and executive leadership
•    Maintain strict confidentiality of all information accessed or observed in client facilities
•    Actively participate in a minimum of two enterprise committees (e.g., Culture Committee, Equity and Excellence Committee, Core Values Award Selection Committee, etc.) and propose new committees when appropriate to support organizational outcomes
•    Comply with and provide guidance on Company policies as outlined in the Company Handbook
•    Travel to client sites when operational issues cannot be resolved remotely or when accounts are deemed at risk
•    Submit company-related travel expense reports and required documentation in a timely manner
•    Perform other appropriate duties, as assigned, to meet the needs of the client and the Company
•    Live by and promote Verisma’s Core Values

Minimum Qualifications:
•    High school diploma, required; Bachelors degree, preferred
•    Prior proven success as a people manager
•    Ability to communicate effectively with internal and external customers and stakeholders, including clients, management and associates
•    Experience with medical records or healthcare and knowledge of HIPAA privacy information standards, required
•    Familiarity with medical terminology, preferred
•    Experience with Excel and analytical databases to provide data reports to clients and executive leadership
•    Ability to report to work consistently with minimal unplanned schedule deviations
•    Live within a geographical area that is nearby or central to existing client business in Pennsylvania.
•    Willing to travel to various assigned accounts and team meetings, as needed
•    A valid driver’s license and a history of safe driving


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