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 ...
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 ...
Senior Family Reporting Associate
Dallas, TX · On-site
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 ...
Quick apply
Senior Family Reporting Associate
Dallas, TX · On-site
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 ...
S/he will work with the Senior Reporting Associate and all groups in the company to optimize use of technology and develop reporting capabilities to assist in identifying process improvements ...
S/he will work with the Senior Reporting Associate and all groups in the company to optimize use of technology and develop reporting capabilities to assist in identifying process improvements ...
S/he will work with the Senior Reporting Associate and all groups in the company to optimize use of technology and develop reporting capabilities to assist in identifying process improvements ...
S/he will work with the Senior Reporting Associate and all groups in the company to optimize use of technology and develop reporting capabilities to assist in identifying process improvements ...
S/he will work with the Senior Reporting Associate and all groups in the company to optimize use of technology and develop reporting capabilities to assist in identifying process improvements ...
S/he will work with the Senior Reporting Associate and all groups in the company to optimize use of technology and develop reporting capabilities to assist in identifying process improvements ...
CLO Client Reporting Specialist
Houston, TX · On-site
Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...
CLO Client Reporting Specialist
Houston, TX · On-site
Senior Associate, CLO Client Reporting We're seeking a future team member for the role of Senior Associate, CLO Client Reporting to join our Structured Debt Client Platform team. This role is located ...
Investor Reporting Associate Sr. - Tax Credit
$80K - $99K/yr
As an Investment Reporting Associate Sr. within PNC's Multi-Family Capital organization, you will be based in office in a PNC location. Key Responsibilities Client Reporting Enter quarterly and ...
Investor Reporting Associate Sr. - Tax Credit
$80K - $99K/yr
As an Investment Reporting Associate Sr. within PNC's Multi-Family Capital organization, you will be based in office in a PNC location. Key Responsibilities Client Reporting Enter quarterly and ...
Reporting Analyst, RE Technology
Dallas, TX · On-site
S/he will work with the Senior Reporting Associate and all groups in the company to optimize use of technology and develop reporting capabilities to assist in identifying process improvements ...
New
Reporting Analyst, RE Technology
Dallas, TX · On-site
S/he will work with the Senior Reporting Associate and all groups in the company to optimize use of technology and develop reporting capabilities to assist in identifying process improvements ...
New
Seasonal Healthcare Associate Reporting Analyst Apply now Your potential has a place here with TTECs award-winning employment experience. As a Temporary Associate Reporting Analyst working remotely ...
Seasonal Healthcare Associate Reporting Analyst Apply now Your potential has a place here with TTECs award-winning employment experience. As a Temporary Associate Reporting Analyst working remotely ...
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Summary Analysts in the Client Reporting Group are responsible for all aspects of monthly and ...
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Summary Analysts in the Client Reporting Group are responsible for all aspects of monthly and ...
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Summary Analysts in the Client Reporting Group are responsible for all aspects of monthly and ...
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Summary Analysts in the Client Reporting Group are responsible for all aspects of monthly and ...
As a Temporary Associate Reporting Analyst working remotely in the United States, you'll be a part of bringing humanity to business. #experienceTTEC What You'll Do In this role, you'll serve as the ...
As a Temporary Associate Reporting Analyst working remotely in the United States, you'll be a part of bringing humanity to business. #experienceTTEC What You'll Do In this role, you'll serve as the ...
Associate Director, US Accounting & Reporting Location: Fort Worth, TX or Boston, MA Position Summary: The Associate Director, US Accounting & Reporting position is a leadership role within the US ...
Associate Director, US Accounting & Reporting Location: Fort Worth, TX or Boston, MA Position Summary: The Associate Director, US Accounting & Reporting position is a leadership role within the US ...
As a Temporary Associate Reporting Analyst working remotely in the United States, you'll be a part of bringing humanity to business. #experienceTTEC What You'll Do In this role, you'll serve as the ...
As a Temporary Associate Reporting Analyst working remotely in the United States, you'll be a part of bringing humanity to business. #experienceTTEC What You'll Do In this role, you'll serve as the ...
Reporting Support Services
San Antonio, TX · On-site
$70K - $113K/yr
Reporting Support Services Clearance Required: Secret Work Location: Onsite, San Antonio, TX Key ... Azure Administrator Associate or Microsoft Certified: Windows Server Hybrid Administrator Associate ...
Reporting Support Services
San Antonio, TX · On-site
$70K - $113K/yr
Reporting Support Services Clearance Required: Secret Work Location: Onsite, San Antonio, TX Key ... Azure Administrator Associate or Microsoft Certified: Windows Server Hybrid Administrator Associate ...
Reporting Support Services
$70K - $113K/yr
Reporting Support Services Clearance Required: Secret Work Location: Onsite, San Antonio, TX Key ... Azure Administrator Associate or Microsoft Certified: Windows Server Hybrid Administrator Associate ...
Reporting Support Services
$70K - $113K/yr
Reporting Support Services Clearance Required: Secret Work Location: Onsite, San Antonio, TX Key ... Azure Administrator Associate or Microsoft Certified: Windows Server Hybrid Administrator Associate ...
Proficiency with SEC reporting tools such as Workiva * Proficiency in Microsoft Excel and other ... That's why we hire associates with the intellectual curiosity, energy and drive to want to make a ...
Proficiency with SEC reporting tools such as Workiva * Proficiency in Microsoft Excel and other ... That's why we hire associates with the intellectual curiosity, energy and drive to want to make a ...
Financial Reporting Analyst Location ... This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and ...
Financial Reporting Analyst Location ... This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and ...
Associate participates in sport's report summaries. * Associate implements surveys for sport's clients to better meet their needs and follow - up on their concerns. Associate responds to the requests ...
Associate participates in sport's report summaries. * Associate implements surveys for sport's clients to better meet their needs and follow - up on their concerns. Associate responds to the requests ...
Reporting Analyst - ELITE Dental Alliance
Frisco, TX · On-site
$28 - $34/hr
Summary/Objective Reporting to the VP of Operations, the Reporting Analyst supports the ... Associate population. Our compensation and benefit structure is comprised of many factors ...
Reporting Analyst - ELITE Dental Alliance
Frisco, TX · On-site
$28 - $34/hr
Summary/Objective Reporting to the VP of Operations, the Reporting Analyst supports the ... Associate population. Our compensation and benefit structure is comprised of many factors ...
Reporting Associate information
See Texas salary details
$10.2K - $21.2K
0% of jobs
$21.2K - $32.1K
0% of jobs
$37.9K is the 25th percentile. Wages below this are outliers.
$32.1K - $43K
47% of jobs
$43K - $54K
0% of jobs
The median wage is $55K / yr.
$54K - $64.9K
27% of jobs
$66.2K is the 75th percentile. Wages above this are outliers.
$64.9K - $75.8K
2% of jobs
$75.8K - $86.7K
12% of jobs
$86.7K - $97.7K
3% of jobs
$97.7K - $108.6K
0% of jobs
$108.6K - $119.5K
3% of jobs
$119.5K - $130.4K
5% of jobs
$10.2K
$63.8K
$130.4K
How much do reporting associate jobs pay per year?
What jobs in the US pay 300,000 a year?
What jobs pay 500,000 a year in the US?
What are some common challenges Reporting Associates face when managing multiple data requests from different departments?
Is reporting a good career?
What are the key skills and qualifications needed to thrive as a Reporting Associate, and why are they important?
What is the difference between Reporting Associate vs Data Analyst?
| Aspect | Reporting Associate | Data Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in Business, Finance, or related field | Bachelor's or Master's in Data Science, Statistics, or related field |
| Work Environment | Corporate offices, finance, or marketing departments | Data-driven teams, IT departments, consulting firms |
| Employer & Industry Usage | Financial services, healthcare, retail | Tech companies, consulting, finance, healthcare |
| Common Search & Comparison | Reporting 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 are Reporting Associates?
What is a reporting associate?

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, expense 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
About Tolleson Wealth Management
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Dallas, TX, US
Year founded
2000