Consultant, Client Reporting
HybridNo visa sponsorship
Core
Act as the main contact for client accounting and reporting, managing inquiries, facilitating monthly close cycles, and leading new business transitions.
Role type
Senior IC client reporting consultant
Builds
Client reporting solutions and process improvements
Domain
Financial services / Wealth management
Deliverable
dashboards & analysis
Required skills
Accounting knowledge, Reporting expertise, Client communication, Analytical skills, Problem-solving, Project management, Microsoft Office proficiency
Responsibilities
Serve as first point of reference for client inquiries, Provide accounting consulting guidance, Facilitate monthly close cycle, Manage small projects and process improvements, Track KPIs, Lead new business transitions
Seniority
Mid-Senior, hands-on IC