Client Reporting Services Analyst

Join our dynamic team as a Client Reporting Services Analyst, where you will play a crucial role in delivering insightful reports to our clients. In this position, you will work closely with various stakeholders to gather requirements and ensure accurate and timely reporting. Your analytical skills will be essential in interpreting data and providing recomme…

Position OverviewJoin Callan's dynamic Client Report Services (CRS) team as a Senior Analyst, based in either our Portland, OR or San Francisco, CA offices. As a pivotal member of a leading independent investment consulting firm, you will play a crucial role in delivering insightful investment measurement reports to some of the most sophisticated institutional investors across the United States, including pension funds, endowments, foundations, insurance companies, and healthcare organizations. We are looking for candidates who possess a passion for investments, strong analytical capabilities, and exceptional project management skills, along with a commitment to fostering strong relationships with both clients and colleagues. Hybrid Work Schedule: This role requires a hybrid work model, with an expectation of being in the office one to two days a week. As a Senior Analyst, you will generate key investment measurement reports that deliver critical insights into client portfolio performance. This position will allow you to refine your expertise in investment reporting, understand the specific needs of large institutional investors, and develop essential skills for advancing your career. · Collaborate with over 20 investment professionals within the CRS group to produce comprehensive investment reports for approximately 10 large institutional clients, utilizing proprietary systems and third-party data sources. · Engage closely with Callan’s general consultants and clients as a key part of your responsibilities, while also mentoring junior analysts and contributing to team projects and enhancements. · Over time, you will be encouraged to develop a specialization based on your interests and skills in areas such as private equity, real assets, ESG, defined contribution, quality control, and software testing.

We are seeking a Senior Regulatory Reporting Analyst to join our dynamic team at dstaff in San Francisco. In this role, you will be instrumental in ensuring compliance with regulatory requirements, analyzing complex data, and generating insightful reports for decision-making.The ideal candidate will have a strong analytical mindset, excellent communication skills, and a proven track record in regulatory reporting within the financial sector.

Join dstaff as a Regulatory Reporting Lead Analyst where you will play a pivotal role in ensuring compliance with regulatory standards and enhancing reporting accuracy. You will collaborate with cross-functional teams to develop and implement reporting strategies that align with best practices. Your analytical skills will be essential in interpreting data and providing actionable insights to stakeholders.

Join our dynamic team at dstaff as a Senior Regulatory Reporting Analyst. In this critical role, you will leverage your expertise to analyze and report on regulatory compliance, ensuring our organization meets all necessary standards. You will collaborate closely with cross-functional teams to enhance reporting processes and provide insightful recommendations.

Join our dynamic team at eproinc as a Business Analyst specializing in Reporting. In this contract role, you will leverage your analytical skills to provide insightful reporting that drives business decisions. Your expertise in data interpretation and visualization will be crucial in helping our stakeholders make informed choices.

Join our dynamic team at dstaff as a Regulatory Reporting Analyst. In this vital role, you will be responsible for ensuring compliance with regulatory reporting requirements. You will collaborate with various departments to gather and analyze data, prepare reports, and provide insights that support decision-making processes. If you have a keen eye for detail and a passion for regulatory compliance, we want to hear from you!

Join Planet Labs Inc. as a Technical Accounting and SEC Reporting Analyst, where you will play a crucial role in maintaining the integrity of our financial reporting and compliance with SEC regulations. In this position, you will collaborate closely with cross-functional teams to ensure accurate financial statements and disclosures.Your responsibilities will include preparing SEC filings, assisting with quarterly and annual financial reporting, and supporting the technical accounting analysis for complex transactions. You will also contribute to the development and implementation of accounting policies and procedures.We are looking for a detail-oriented individual with a strong analytical mindset and a passion for accuracy in financial reporting.

Join Crusoe as a Senior Data and Reporting Analyst in our Total Rewards team, where you will play a pivotal role in shaping our compensation strategies and data analytics framework. You will collaborate with cross-functional teams to design and implement data-driven reporting solutions that enhance our total rewards offerings.

Join dstaff as a Senior Regulatory Reporting Analyst at the Vice President level, where you'll play a crucial role in ensuring compliance and accuracy in financial reporting. Collaborate with cross-functional teams to enhance regulatory reporting processes and drive strategic initiatives that align with industry standards.

Join our innovative Client Delivery team at Hive as a Client Delivery Analyst. In this pivotal role, you will oversee the execution of projects within our state-of-the-art Hive Data platform. Your responsibilities will include managing multiple projects concurrently, analyzing priorities, metrics, and deliverables to ensure seamless delivery of our cutting-edge technology solutions. This position offers a unique opportunity to immerse yourself in the dynamics of a rapidly growing startup while collaborating with a tight-knit team. Your contributions will play a crucial role in our business lifecycle, allowing you to witness firsthand how a high-growth company operates.

About the Role SPS North America is seeking a Client Services Associate in San Francisco, California. This position focuses on supporting clients and making sure their needs are handled quickly and thoroughly. What You Will Do Respond to client inquiries and requests Offer solutions to improve clients' experience with SPS North America services Maintain clear and professional communication with clients Location San Francisco, California, United States

Revolutionize Customer Engagement in BankingAt Prelim, we are transforming how financial institutions onboard and engage with their customers. Our innovative platform facilitates essential banking operations for a diverse range of institutions globally, from community banks to large-scale financial organizations. As a rapidly expanding remote-first startup, we are committed to making banking services more inclusive and accessible for all.Your Role in Our MissionWe are seeking a dedicated Client Strategy Analyst to enhance the success of our growing portfolio of banking clients. In this pivotal role, you will serve as a trusted advisor to financial institutions post-launch, ensuring they effectively operate, troubleshoot, and scale their use of the Prelim platform.This position exists at the crossroads of customer success, problem-solving, and internal collaboration. You will engage closely with bank stakeholders, alongside Prelim’s product, engineering, and sales teams.Your ResponsibilitiesOversee a portfolio of banking clients as their trusted partner following their go-live phase.Conduct regular check-ins and foster strong relationships with stakeholders, ranging from operations staff to executives.Create and maintain customer workflows and configurations that align with each bank's goals.Address support escalations, troubleshoot platform issues, and make real-time adjustments during live calls.Collaborate closely with product and engineering teams to investigate bugs, advocate for customer needs, and relay resolution timelines.Manage the flow of support tickets to ensure timely resolution of customer inquiries.Educate and empower bank employees on platform capabilities and best practices during and after implementation.Assist with strategic implementations during resource constraints, providing support in configuration and project management.Analyze, synthesize, and communicate product updates to customers effectively.Navigate complex customer relationships and de-escalate high-pressure situations while safeguarding team interests.Your QualificationsOutstanding customer-facing skills with the ability to manage multiple stakeholders successfully.Robust analytical skills and a methodical approach to problem diagnosis and resolution.Effective communication skills, both verbal and written, to convey complex information clearly.Experience in customer success, account management, or related fields is a plus.A passion for technology and its application in customer experience improvement.

Join AlphaSights as an Associate in Client Service for the year 2027, where you will play a critical role in connecting our clients with the knowledge they need to make informed decisions. You will engage with leading professionals across various industries, ensuring that their inquiries are addressed effectively and efficiently. This position will not only enhance your communication and analytical skills but will also provide a platform for substantial career growth within our dynamic team.

Harvey is looking for a Technical Accounting and Reporting Manager in San Francisco to help ensure the accuracy and compliance of financial reporting. This position plays a key role in shaping accounting practices and supporting the integrity of financial records. What you will do Develop and implement accounting policies that align with current regulations and company goals. Prepare financial statements and maintain accurate financial records. Ensure compliance with all relevant accounting standards and regulatory requirements. Collaborate with teams across the company to improve financial reporting processes. Deliver financial insights that support strategic decisions. Skills and experience Strong background in technical accounting and financial reporting. Analytical skills and attention to detail. Experience developing accounting policies and preparing financial statements. Ability to work effectively with cross-functional teams.

Join Lusternational as a Reporting Manager and play a pivotal role in driving our organization's data reporting and analytics initiatives. You will be responsible for overseeing the preparation of comprehensive reports that provide insights into business performance, ensuring data accuracy, and delivering actionable recommendations to stakeholders. You will collaborate closely with cross-functional teams to enhance reporting processes and implement best practices.

Join Figma as the Director of SEC Reporting and Technical Accounting, where you'll lead our financial reporting and technical accounting functions. You will ensure compliance with regulatory requirements, oversee the preparation of financial statements, and provide technical accounting guidance across the organization. This is an exciting opportunity to shape our financial strategies and contribute to our growth in a dynamic environment.

Airbnb’s Financial Reporting team translates complex financial data into clear, accurate information for public markets. This group manages all SEC filings and partners with Accounting, Legal, Tax, FP&A, Investor Relations, and external auditors to ensure the company’s financial story is communicated precisely and transparently. Role overview The Principal, Financial Reporting, takes a lead role in Airbnb’s external financial reporting. This position is responsible for major sections of SEC filings, ensuring disclosures are accurate, compliant, and easy to understand. The role involves monitoring regulatory changes, improving reporting processes, and advising both leadership and cross-functional teams. Success is measured by timely, error-free SEC filings and ongoing enhancements to reporting systems. What you will do SEC Reporting, Disclosures & Earnings Support: Lead the preparation, review, and filing of Airbnb’s SEC documents, focusing on Forms 10-Q and 10-K. Apply US GAAP accurately and work with Investor Relations to confirm that disclosures and earnings narratives are correct and clear. Location This position is based in the United States.

About FaireAt Faire, we are revolutionizing the wholesale marketplace, driven by the belief that the future is local. Independent retailers worldwide are generating more revenue than major corporations like Walmart and Amazon combined, yet they often remain small in comparison. Leveraging cutting-edge technology, data analytics, and machine learning, we connect this vibrant community of entrepreneurs, empowering them to discover the finest products globally for their boutiques. Our mission is to equip small businesses with the tools and insights necessary to compete against retail giants and online behemoths.By championing the growth of independent retailers, Faire is making a significant economic impact in local communities around the globe. We seek intelligent, resourceful, and passionate individuals to join our efforts in promoting the shop-local movement. If you share our belief in the power of community, we invite you to be a part of ours.About this roleAs a vital member of the tax team, you will provide critical support in areas of income tax provision, direct and indirect tax compliance, and process enhancements to scale our tax operations. This role requires collaboration across departments and the ability to manage multiple priorities in a dynamic environment. You will report directly to the Head of Tax Reporting and Compliance.

Overview: At Guidepoint, our Client Service teams are dedicated to enhancing our connections with both new and existing clients. We champion all of Guidepoint’s service offerings, fostering relationships and effectively communicating how we empower clients to stay informed and make informed business decisions. Our teams are committed to delivering tailored offerings designed to maximize every client’s partnership with Guidepoint. We are currently on the lookout for a skilled Account Manager (VP, Account Executive) to join our Institutional Client Service Team. In this role, you will advocate for our subscription-based research service across various business units within existing client organizations, including hedge funds, mutual funds, and private equity firms, with the aim of increasing overall service utilization. This is a Hybrid position based in our San Francisco office. Key Responsibilities: Manage a portfolio of client accounts that have been with us for over 2 years, focusing on long-term retention and growth. Lead contract negotiations, pricing discussions, renewals, and high-level commercial conversations. Drive upsell, cross-sell, and package expansions within existing accounts. Engage with clients both in person and virtually to fortify executive relationships. Identify and activate new users within existing client organizations. Collaborate with service leadership to develop account growth strategies and revenue plans. Monitor usage trends and strategically intervene to prevent client churn. Act as the senior point of contact for escalations and high-level client discussions. Work closely with client service teams to ensure seamless service delivery and client satisfaction. Qualifications: 3-5 years of experience in account management, relationship management, or consultative sales. Proven success in managing renewals and negotiating contracts. Demonstrated ability to drive upsell and cross-sell revenue. Experience managing mid-sized to large B2B client portfolios. Strong executive presence with the ability to cultivate C-level relationships. Comfortable conducting in-person client meetings. Commercially minded, proactive, and highly accountable. What We Offer: The annual base salary for this position ranges from $100,000 to $120,000, along with eligibility for an annual performance-based bonus.