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Manager Client Reporting Jobs in Philadelphia, PA

ASCENSUS

Manager, Client Services

Dresher, PA

Responsible for managing a staff of associates in the delivery of excellent client service to plan ... Produce weekly/monthly production reports outlining completed cases and pending cases. Develop ...

IQVIA

Engagement Manager, Client Transition

Wayne, PA

$86K - $239K/yr

Position Summary The Engagement Manager, Client Transition leads client transition initiatives ... Knowledge of IQVIA National and/or Subnational products and services and/or pharmaceutical reports.

IQVIA

Engagement Manager, Client Transition

Wayne, PA

$86K - $239K/yr

Position Summary The Engagement Manager, Client Transition leads client transition initiatives ... Knowledge of IQVIA National and/or Subnational products and services and/or pharmaceutical reports.

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All JobsClient Reporting JobsManager Client Reporting JobsManager Client Reporting Jobs in Philadelphia, PA

Manager Client Reporting information

See Philadelphia, PA salary details

$65.6K

$137K

$151.9K

How much do manager client reporting jobs pay per year?

As of Aug 15, 2026, the average yearly pay for manager client reporting in Philadelphia, PA is $137,035.00, according to ZipRecruiter salary data. Most workers in this role earn between $140,300.00 and $140,300.00 per year, depending on experience, location, and employer.

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.

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?

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 Philadelphia, PA?

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

What job categories do people searching Manager Client Reporting jobs in Philadelphia, PA look for?

The top searched job categories for Manager Client Reporting jobs in Philadelphia, PA are:

Manager Client Reporting jobs near you
Infographic showing various Manager Client Reporting job openings in Philadelphia, PA as of August 2026, with employment types broken down into 94% Full Time, 3% Temporary, and 3% Contract. Highlights an 86% In-person, 3% Hybrid, and 11% Remote job distribution, with an average salary of $137,035 per year, or $65.9 per hour.

Financial Reporting Manager

Rockefeller Capital Management

Bridgeport, PA • Hybrid

$97K - $132K/yr

Full-time

Re-posted 10 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.

Position

The Financial Reporting Manager will be responsible for leading the analysis, preparation, and delivery of consolidated financial reports for clients of Rockefeller Global Family Office. This individual will manage a team of four financial reporting professionals while maintaining direct involvement in complex client reporting, financial analysis, and special projects. This role will serve as a key leader within Rockefeller Private Office, ensuring accuracy, consistency, and exceptional service delivery while fostering team development and operational excellence.

Responsibilities
  • Lead, mentor, and develop a team of four Financial Reporting professionals, providing coaching, performance management, training, and career development support.
  • Oversee the preparation and review of balance sheets, profit and loss statements, consolidated financial reports, and ad hoc analytical reporting for ultra-high-net-worth clients.
  • Establish and maintain quality control standards, ensuring the accuracy, consistency, and timeliness of all client deliverables.
  • Manage team workload, priorities, and resource allocation to ensure service levels and deadlines are consistently met.
  • Remain actively involved in the preparation and review of complex client financial reports and analyses.
  • Gather, analyze, and reconcile client financial information across multiple investment institutions, including alternative investments, fixed income securities, cash flow reporting, budgets, and income reporting.
  • Partner closely with Wealth Planning, Client Advisors, and other stakeholders to address client reporting needs and deliver actionable financial insights.
  • Drive process improvements, reporting efficiencies, and best practices across reporting systems and workflows.
  • Serve as a subject matter expert on client reporting methodologies, financial reporting standards, and reporting technology platforms.
  • Act as the final reviewer and escalation point for complex reporting issues and client inquiries.
  • Participate in strategic initiatives and special projects to enhance the reporting function and overall client experience.
Qualifications
  • Bachelor's Degree in Accounting, Finance, or related field required; CPA strongly preferred.
  • 15+ years of relevant accounting, financial reporting, or family office experience.
  • Prior experience leading, supervising, or mentoring financial professionals.
  • Strong understanding of investment assets and related reporting, including equities, fixed income, alternatives, and partnership investments.
  • Experience managing multiple priorities and deadlines in a client service-oriented environment.
  • Experience with fixed income and alternative investments strongly preferred.
Skills
  • Demonstrated leadership and people management capabilities.
  • Strong accounting, financial reporting, and analytical skills.
  • Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook); proficiency with financial reporting and accounting systems.
  • Advanced QuickBooks Online or other general ledger platform skills.
  • Ability to lead through influence while remaining highly hands-on in day-to-day deliverables.
  • Exceptional attention to detail and commitment to quality.
  • Strong project management and organizational skills.
  • Effective communication and relationship management skills.
  • High level of integrity, professionalism, and discretion when handling confidential information.
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Employment Type: FULL_TIME

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