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Reporting Associate Jobs in Texas (NOW HIRING)

Responsibilities Financial Close & Reporting * Own and execute the end-to-end monthly and annual close process, ensuring timely, accurate, and compliant financial results * Maintain the integrity of ...

Control & Reporting Assoc Manager

Plano, TX ยท On-site

$93K - $156K/yr

Responsibilities Financial Close & Reporting * Own and execute the end-to-end monthly and annual close process, ensuring timely, accurate, and compliant financial results * Maintain the integrity of ...

Associate Financial Reporting Analyst Location: Houston, TX (Hybrid 4:1) Reports To: Corporate Financial Reporting Manager Employment Type: Full time About Us Help us insure it. Tokio Marine HCC is a ...

Senior Associate will review and approve remittance processing and provide final review of reports including CREFC or other industry standard reports for the portfolios assigned. Essential Duties and ...

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Showing results 1-20

Reporting Associate information

See Texas salary details

$10.2K

$63.8K

$130.4K

How much do reporting associate jobs pay per year?

As of Jul 28, 2026, the average yearly pay for reporting associate in Texas is $63,770.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $81,500.00 per year, depending on experience, location, and employer.

What are some common challenges Reporting Associates face when managing multiple data requests from different departments?

Reporting Associates often juggle simultaneous requests from finance, marketing, operations, and other departments, each with unique data needs and deadlines. Prioritizing these requests while ensuring accuracy and consistency can be challenging, especially when source data is incomplete or systems are not fully integrated. Effective communication and strong project management skills are essential for clarifying requirements, managing expectations, and delivering meaningful reports on time. Over time, Reporting Associates typically develop efficient workflow strategies and build strong cross-functional relationships to streamline these processes.

Is reporting a good career?

Reporting as a career involves analyzing data, preparing reports, and communicating findings, often requiring skills in Excel, SQL, or data visualization tools. It can offer stable employment opportunities across various industries, with potential for advancement into senior analyst or managerial roles.

What are the key skills and qualifications needed to thrive as a Reporting Associate, and why are they important?

To thrive as a Reporting Associate, you need strong analytical abilities, attention to detail, and proficiency in data management, typically supported by a degree in business, finance, or a related field. Familiarity with data analysis tools such as Excel, SQL, and business intelligence platforms like Tableau or Power BI is commonly required. Excellent communication, problem-solving, and time management skills help you deliver accurate reports and collaborate effectively across teams. These skills and qualities are vital for providing actionable insights, ensuring data integrity, and supporting informed decision-making within an organization.

What skills do you need to be a reporting analyst?

Reporting analysts need strong analytical skills, proficiency in data analysis tools like Excel, SQL, or business intelligence software, and the ability to interpret and communicate data insights clearly. Attention to detail, problem-solving abilities, and knowledge of data visualization are also important for this role.

What is the difference between Reporting Associate vs Data Analyst?

AspectReporting AssociateData Analyst
Required CredentialsBachelor's degree in Business, Finance, or related fieldBachelor's or Master's in Data Science, Statistics, or related field
Work EnvironmentCorporate offices, finance, or marketing departmentsData-driven teams, IT departments, consulting firms
Employer & Industry UsageFinancial services, healthcare, retailTech companies, consulting, finance, healthcare
Common Search & ComparisonReporting Associate vs Data Analyst

The main difference between a Reporting Associate and a Data Analyst lies in their focus. Reporting Associates primarily generate reports, monitor data, and support decision-making through standardized reports. Data Analysts, on the other hand, analyze data more deeply, identify trends, and provide insights to inform strategic decisions. Both roles require strong analytical skills and familiarity with data tools, but Data Analysts typically have more advanced data modeling and statistical expertise.

What does a reporting associate do?

A reporting associate is responsible for collecting, analyzing, and preparing data reports to support business decision-making. They often use tools like Excel, SQL, or reporting software to ensure accuracy and clarity in presenting information. The role requires strong attention to detail and good communication skills to convey findings effectively.

What jobs make $1,000,000 a year?

Reporting associates typically do not earn $1,000,000 annually; such high earnings are usually found in executive roles, investment banking, hedge fund management, or successful entrepreneurs. High-income jobs often require advanced skills, extensive experience, and sometimes ownership stakes or performance-based bonuses.

What are Reporting Associates?

Reporting Associates are professionals responsible for collecting, analyzing, and presenting data to support business decision-making. They prepare regular and ad-hoc reports, ensuring data accuracy and clarity for stakeholders. Reporting Associates often work with data management tools and collaborate with various teams to meet reporting requirements and improve data processes. Their role is crucial in helping organizations monitor performance and identify trends or issues.
What are the most commonly searched types of Reporting jobs in Texas? The most popular types of Reporting jobs in Texas are:
Infographic showing various Reporting Associate job openings in Texas as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $63,770 per year, or $30.7 per hour.
Senior Family Reporting Associate

Senior Family Reporting Associate

Tolleson Wealth Management

Dallas, TX โ€ข On-site

Other

Posted 11 days ago


Job description

POSITION SUMMARY: The Family Reporting Senior supports individuals and entities served by Tolleson by delivering accurate, timely, and useful financial reporting. This role is responsible for reviewing and maintaining QuickBooks files, producing financial statements and custom reports (including Excel-based reporting), and providing day-to-day oversight of client workflows. The Family Reporting Senior partners closely with Managers, Bill Pay Specialists, Bookkeeping Associates, and internal Client Advisory teams to ensure high-quality deliverables, clear segregation of duties, and consistent service.

DUTIES and RESPONSIBILITIES:

  • Own and oversee end-to-end client accounting/reporting workflows, ensuring work moves through an appropriate review process
  • Maintain and review QuickBooks files for individuals and/or entities, including identifying issues, correcting classifications, and keeping books audit/tax-ready
  • Coordinate, develop and/or perform month-end and quarter-end close processes (as applicable), including review of reconciliations, accruals, and supporting schedules
  • Review bank and credit card reconciliations and follow up on outstanding items; ensure appropriate documentation and resolution
  • Prepare and deliver recurring financial statements in Tolleson branding (including balance sheet, income statement, cash flow, general ledger detail), and create customized reports as needed (e.g., budget vs. actual, expenseย tracking, cash flow analysis)
  • Develop and maintain Excel-based reporting models and tools to support client-specific needs and improve reporting consistency
  • Oversee and support bill pay and cash control processes in partnership with Bill Pay Specialists; reinforce segregation of duties and approval workflows
  • Understand the needs of outside CPAs by providing organized workpapers, schedules, and requested documentation for tax preparation and year-end adjustments
  • Communicate directly with clients and internal stakeholders regarding financial results, open items, and process improvements; provide clear, professional, and timely updates
  • Train, mentor, and provide day-to-day guidance to associates and bookkeepers; review work product and coach to improve accuracy, efficiency, and quality
  • Identify process gaps and recommend improvements to workflows, templates, and systems (QuickBooks, Bill.com, bank portals, etc.).
  • Perform other duties as assigned by management

MINIMUM POSITION REQUIREMENTS:

  • Bachelor's degree in Accounting or related field preferred; CPA a plus but not required
  • 3+ years of progressive accounting experience with strong knowledge of financial statement preparation and general ledger accounting
  • Experience working in a professional services firm, family office, or similar client-service environment
  • Demonstrated ability to produce and explain financial statements and build customized reporting
  • Strong working knowledge of QuickBooks (or similar accounting software) and experience with bank/credit card reconciliations
  • Advanced proficiency in Microsoft Excel (pivot tables, lookups, structured models); comfortable building repeatable templates
  • Experience with Bill.com (or comparable bill payment platform) and understanding of accounts payable controls
  • Ability to manage confidential information in a discreet and professional manner
  • Ability to multi-task, meet deadlines, and maintain quality in a fast-paced environment

OTHER ESSENTIAL CANDIDATE TRAITS:

  • Maintain a service mindset, putting people first whether it's supporting a client, a team member, or our community
  • Strong interpersonal, organizational, and communication skills; ability to build rapport and drive issues to resolution
  • Detail-oriented with strong follow-through and a commitment to high-quality work product
  • Sound judgment and ability to make decisions within guidelines; escalates issues appropriately
  • Self-motivated problem solver who looks for ways to improve processes, procedures, and systems efficiency
  • Willingness to learn, expand responsibilities, and adapt to changing client needs and department growth