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Manager Client Reporting Jobs in Springfield, VA

Moore

Senior Manager, Client Success

Lanham, MD · On-site

TheSenior Manager, Client Successwill lead ateam of in-house and contract staff to ensurethat ... Mayhave 1-3 team members as direct reports with roll up responsibility for theirclientprojects.

Investor Economics

Client Success Manager

Rockville, MD · On-site

$60K - $72K/yr

Internally, the Client Success Manager will also partner with the Sales team to bring operational ... Assess client reporting needs and coordinate report delivery * Achieve target renewal rate through ...

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Manager Client Reporting information

See Springfield, VA salary details

$67.9K

$141.8K

$157.2K

How much do manager client reporting jobs pay per year?

As of Jun 6, 2026, the average yearly pay for manager client reporting in Springfield, VA is $141,848.00, according to ZipRecruiter salary data. Most workers in this role earn between $145,200.00 and $145,200.00 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, 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 job categories do people searching Manager Client Reporting jobs in Springfield, VA look for? The top searched job categories for Manager Client Reporting jobs in Springfield, VA are:
What cities near Springfield, VA are hiring for Manager Client Reporting jobs? Cities near Springfield, VA with the most Manager Client Reporting job openings:
Manager Client Reporting jobs near you

Financial Reporting Lead

Rockefeller Capital Management

Arlington, VA • On-site

$116K - $158K/yr

Full-time

Posted 20 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 $212 billion in client assets as of April 30, 2026.
Position
The Financial Reporting Lead is responsible for the analysis and production of consolidated financial reports for clients of the Global Family Office. This individual participates in the collaborative and team-centric approach to servicing clients across the Wealth Planning Center.
Responsibilities
  • Prepare and review balance sheets, profit & losses, consolidated reports, and ad hoc analytical reports
  • Gather client information across investment institutions and reconcile investment reports (capital gains, interest/dividend income, alternative/fixed income securities, cash flow, budgets etc.)
  • Update and review financial reports and provide analysis to the planning team
  • Respond to the planning team requests in a timely and accurate manner
  • Provide technical expertise in client reporting processes and systems
  • Act as a reviewer for other employees performing similar functions

Qualifications
  • Bachelor's Degree in Accounting or related field required, CPA preferred
  • 15+ years of related experience with a broad understanding of investment assets and associated reports
  • Experience with Fixed Income/Alternative assets a plus

Skills
  • Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook)
  • Advanced QuickBooks Online skills
  • Strong attention to detail with excellent analytical skills
  • Highly motivated, organized, and diligent with ability to work independently or as a team
  • Effective communication skills
  • High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion

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.

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