This job is responsible for developing reports to support management decision making. Key ... client meetings to understand needs and develop requirements, performing data research and data ...
This job is responsible for developing reports to support management decision making. Key ... client meetings to understand needs and develop requirements, performing data research and data ...
Client Reporting Analyst III
Plano, TX · On-site
This job is responsible for developing reports to support management decision making. Key ... client meetings to understand needs and develop requirements, performing data research and data ...
Client Reporting Analyst III
Plano, TX · On-site
This job is responsible for developing reports to support management decision making. Key ... client meetings to understand needs and develop requirements, performing data research and data ...
Head of Client Reporting Platform
Austin, TX · On-site
$137K/yr
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...
Head of Client Reporting Platform
Austin, TX · On-site
$137K/yr
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...
Client Reporting Analyst III
Plano, TX · On-site
This job is responsible for developing reports to support management decision making. Key ... client meetings to understand needs and develop requirements, performing data research and data ...
Client Reporting Analyst III
Plano, TX · On-site
This job is responsible for developing reports to support management decision making. Key ... client meetings to understand needs and develop requirements, performing data research and data ...
Head of Client Reporting Platform
Austin, TX · On-site
$137K/yr
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...
Head of Client Reporting Platform
Austin, TX · On-site
$137K/yr
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 ... Role Overview PIMCO is pioneering the next-generation Client Reporting Platform-a cutting-edge ...
This job is responsible for developing reports to support management decision making. Key ... client meetings to understand needs and develop requirements, performing data research and data ...
This job is responsible for developing reports to support management decision making. Key ... client meetings to understand needs and develop requirements, performing data research and data ...
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
This team will act as the go-between for Position Servicing and the Client Service Manager, making ... Reporting team will be responsible to work on any client/auditor feedback related to models/ test ...
Client Reporting Analyst III
Plano, TX · On-site
$82K - $127K/yr
Enterprise This job is responsible for developing reports to support management decision making ... client meetings to understand needs and develop requirements, performing data research and data ...
Client Reporting Analyst III
Plano, TX · On-site
$82K - $127K/yr
Enterprise This job is responsible for developing reports to support management decision making ... client meetings to understand needs and develop requirements, performing data research and data ...
Representative, Rx Client Reporting
Grand Prairie, TX · On-site
$15.25 - $20.50/hr
The Rx Client Reporting Representative working under the guidelines of the assigned manager and in ... Manage and maintain master data files and system parameters at a client level * Work efficiently ...
Representative, Rx Client Reporting
Grand Prairie, TX · On-site
$15.25 - $20.50/hr
The Rx Client Reporting Representative working under the guidelines of the assigned manager and in ... Manage and maintain master data files and system parameters at a client level * Work efficiently ...
Representative, Rx Client Reporting
Grand Prairie, TX · On-site
$15.25 - $20.50/hr
The Rx Client Reporting Representative working under the guidelines of the assigned manager and in ... Manage and maintain master data files and system parameters at a client level * Work efficiently ...
Representative, Rx Client Reporting
Grand Prairie, TX · On-site
$15.25 - $20.50/hr
The Rx Client Reporting Representative working under the guidelines of the assigned manager and in ... Manage and maintain master data files and system parameters at a client level * Work efficiently ...
Develop, manage and maintain client reporting and adhoc reporting * Responsible for updating and maintaining client specific information in confluence which include Standard Operating Procedures
Develop, manage and maintain client reporting and adhoc reporting * Responsible for updating and maintaining client specific information in confluence which include Standard Operating Procedures
Manager, Client Advisory
Austin, TX · On-site
With more than 20 office locations and over $100 billion in client assets under management ... Provide additional support in the quarterly reporting process, specifically in reconciling and ...
Manager, Client Advisory
Austin, TX · On-site
With more than 20 office locations and over $100 billion in client assets under management ... Provide additional support in the quarterly reporting process, specifically in reconciling and ...
Manager, Client Services
Plano, TX · On-site
Develop, manage and maintain client reporting and adhoc reporting * Responsible for updating and maintaining client specific information in confluence which include Standard Operating Procedures
Manager, Client Services
Plano, TX · On-site
Develop, manage and maintain client reporting and adhoc reporting * Responsible for updating and maintaining client specific information in confluence which include Standard Operating Procedures
Manager, Client Advisory
Austin, TX · On-site
With more than 20 office locations and over $100 billion in client assets under management ... Provide additional support in the quarterly reporting process, specifically in reconciling and ...
Manager, Client Advisory
Austin, TX · On-site
With more than 20 office locations and over $100 billion in client assets under management ... Provide additional support in the quarterly reporting process, specifically in reconciling and ...
Manager, Client Services
Plano, TX · On-site
$90K - $100K/yr
Client Services Manager Plano, TX (Hybrid - 4 Days Onsite Weekly) Full-Time Salary: $90,000 - $100 ... Maintain reporting, project documentation, SOPs, and client communication records * Participate in ...
Quick apply
Manager, Client Services
Plano, TX · On-site
$90K - $100K/yr
Client Services Manager Plano, TX (Hybrid - 4 Days Onsite Weekly) Full-Time Salary: $90,000 - $100 ... Maintain reporting, project documentation, SOPs, and client communication records * Participate in ...
... Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with ... Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and ...
Quick apply
... Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with ... Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and ...
... Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with ... Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and ...
... Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with ... Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and ...
... Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with ... Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and ...
... Client Advisory Services (CAS) department. CAS managers with Condley and Company engage with ... Review payroll, accounts payable, payroll tax reports, sales tax reports, general ledgers, and ...
Senior Client Service Manager, Client Experience
$147K - $198K/yr
We are seeking a Senior Manager to support the execution of our feedback program(s) and to help ... Reporting to the Director of Client Service, you will act as a primary architect of the client ...
Senior Client Service Manager, Client Experience
$147K - $198K/yr
We are seeking a Senior Manager to support the execution of our feedback program(s) and to help ... Reporting to the Director of Client Service, you will act as a primary architect of the client ...
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 Texas? For Manager Client Reporting jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Manager Client Reporting jobs in Texas look for? The top searched job categories for Manager Client Reporting jobs in Texas are:
- Vice President Data Analyst Sql Tableau
- Vp Client Success
- Vice President Geopolitical Consultant
- Vice President Director Taiwan
- Vice President Banking
- Citi Data Analyst
- Vice President Documentation
- Vice President Indirect Auto Finance
- Vice President International Trade Attorney
- Remote Vice President Of Recruiting
What cities in Texas are hiring for Manager Client Reporting jobs? Cities in Texas with the most Manager Client Reporting job openings:
Full-time
This job post has expired today. Applications are no longer accepted.
Job description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for developing reports to support management decision making. Key responsibilities include performing all phases of the report development process including participating in client meetings to understand needs and develop requirements, performing data research and data discovery, data sourcing including data automation, creating report visualizations, and managing report deployment including user on-boarding. Job expectations include developing, maintaining, or enhancing components of large reporting platforms to deliver comprehensive end-to-end reporting solutions.
Responsibilities:
Designs, develops, and maintains innovative automated reports, dashboards, and scorecards using Business Intelligence tools including MicroStrategy and Tableau
Designs, develops, and maintains automated data Extract, Transform, and Load (ETL) processes from various database platforms, storing data in 'Fit for Use' relational tables
Analyzes disparate database sources including relational structures, dimensional data models, and cubes
Designs and builds relational data models to support the development of actionable reports, dashboards, and scorecards
Partners with business stakeholders to translate business requirements into technical specifications
Creates and maintains required standard documentation including metadata, detailed workflows documenting program, and desktop procedures
Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects
Required Qualifications:
Minimum 3 year direct experience with such applications as Alteryx, Tableau, SQL & SAS
Minimum of 3 years of data reporting experience
Desired Qualifications:
Experience with LoanIQ, Data and Database
Skills:
Automation
Data Mining
Data Quality Management
Data Visualization
Reporting
Agile Practices
Attention to Detail
DevOps Practices
Production Support
Technical Documentation
Business Acumen
Business Process Analysis
Continuous Improvement
Innovative Thinking
Quality Assurance
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40