CareerPlan

Analyst, Client Reporting

Miami, FloridaFull-time$50k–$74k2026-08-17 → 2026-10-22
On-site

Core

Financial business partner supporting client teams with reporting, deliverable tracking, staff utilization, and profitability analysis.

Role type

Analyst, Client Reporting

Builds

Client financial reports, profitability analyses, and forecasts for agency clients.

Domain

Marketing/Advertising agency finance

Deliverable

dashboards & analysis

Required skills

Financial reporting, data analysis, Microsoft Excel (Vlookups, Pivot Tables), SAP, HFM, contract compliance

Preferred skills

Client relationship management, process improvement, audit support

Responsibilities

Create client financial reports covering key metrics, prepare weekly/monthly reporting from SAP data, analyze client profitability and forecasts, ensure contract compliance, support internal/external audits

Seniority

Entry-level to Junior, 0-1 years experience