Consultant, Client Reporting
Core
Serve as the primary accounting and reporting contact for key client relationships, managing reporting inquiries, facilitating monthly close cycles, and leading new business transitions.
Role type
Senior IC accounting consultant (client reporting)
Builds
Client reporting solutions and process improvements for wealth management and asset servicing clients
Domain
Financial services (wealth management, asset servicing)
Deliverable
dashboards & analysis
Required skills
Accounting knowledge, reporting expertise, client communication, analytical problem-solving, project management, Microsoft Office proficiency
Preferred skills
Subject matter expertise in technical reporting, experience with high-profile revenue clients
Responsibilities
Act as first point of reference for client inquiries, provide accounting consulting guidance, serve as liaison to facilitate monthly close cycle, manage small projects and process improvements, track KPIs, maintain internal documentation, lead New/Additional Business events
Seniority
Mid-level, hands-on IC