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For Companies At a Glance
- Tasks: Lead client reporting, enhance processes, and collaborate on data accuracy improvements.
- Company: Join a leading professional services group focused on innovation and efficiency.
- Benefits: Enjoy hybrid working, competitive salary, and excellent company perks.
- Why this job: Make a real impact using technology and AI in a dynamic, forward-thinking environment.
- Qualifications: Proficient in Excel, detail-oriented, and strong communication skills required.
- Other info: Diversity and inclusion are core values; all backgrounds are encouraged to apply.
The predicted salary is between 28000 - 36000 £ per year.
A Senior Client Reporting Analyst opportunity is available at this leading professional services group. In this role, you will lead key transformation initiatives, rolling out innovative ways of working that enhance efficiency, drive value, and improve client service. This is a fantastic opportunity to make a tangible impact by leveraging technology, AI, and process improvements within a dynamic, forward-thinking firm.
Key Responsibilities of the Client Reporting Analyst
- Timely client reporting, delivering complex client reports accurately
- Query and cleanse large volumes of financial data
- Document and improve reporting processes
- Implement Management Information for clients
- Understand reporting requirements and assist clients with customised reporting, offering pragmatic and supportive solutions
- Collaborate on data accuracy improvements
- Work on enhancements to reporting with our internal teams (such as IT Developers)
- Proactive involvement for Client Management Information projects
Skills & Attributes of the Client Reporting Analyst
- Meticulous attention to detail to minimise the risk of errors that are common
- Proficient in Excel using Pivot Tables
- Competence in using advanced Excel functions like INDEX(MATCH), VLOOKUP, HLOOKUP, SUMIFS for data analysis and problem solving
- Skilled in data visualisation to present data through compelling charts and graphs for clear communication of analysis results, including for example, the use of Power BI
- Prior use or desire to learn SQL to query large data sets is highly desirable
- Proven capability to work to and meet strict deadlines
- Excellent communication skills
- Build trust with clients and stakeholders
Applications can only be considered from those eligible to live & work in the UK without restriction.
Harcourt Matthews is committed to diversity and inclusion. We value and encourage applications from all ethnicities and welcome everyone regardless of social background, disability, gender identity, and orientation. Diversity benefits us all and challenges our assumptions.
Client Reporting Analyst employer: Harcourt Matthews Ltd
Contact Detail:
Harcourt Matthews Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Reporting Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in client reporting and data visualisation. Understanding how technology, AI, and process improvements are shaping the industry will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the field of client reporting. Attend relevant webinars or local meetups to connect with others who can provide insights into the role and potentially refer you to opportunities.
✨Tip Number 3
Brush up on your Excel skills, especially advanced functions like INDEX(MATCH) and VLOOKUP. Consider creating a portfolio of sample reports that showcase your ability to analyse and present data effectively.
✨Tip Number 4
Prepare for potential interviews by practising how to explain complex data analysis in simple terms. Being able to communicate your findings clearly will demonstrate your excellent communication skills, which are crucial for this role.
We think you need these skills to ace Client Reporting Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Client Reporting Analyst. Emphasise your proficiency in Excel, data analysis, and any experience with SQL or Power BI.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific examples of how you've improved reporting processes or enhanced client service in previous roles.
Highlight Attention to Detail: In your application, provide examples that demonstrate your meticulous attention to detail. This is crucial for minimising errors in client reporting and ensuring data accuracy.
Showcase Communication Skills: Since excellent communication skills are essential for this role, include instances where you've successfully collaborated with clients or stakeholders. This will help illustrate your ability to build trust and provide supportive solutions.
How to prepare for a job interview at Harcourt Matthews Ltd
✨Showcase Your Excel Skills
Since the role requires proficiency in Excel, be prepared to discuss your experience with functions like INDEX(MATCH), VLOOKUP, and SUMIFS. You might even want to bring examples of reports you've created or data analyses you've conducted using these functions.
✨Demonstrate Attention to Detail
Given the meticulous nature of the job, highlight instances where your attention to detail has prevented errors or improved processes. Prepare to discuss how you ensure accuracy in your work, especially when handling large volumes of financial data.
✨Prepare for Data Visualisation Questions
As data visualisation is key for presenting analysis results, be ready to talk about your experience with tools like Power BI. Consider bringing a portfolio of visualisations you've created to demonstrate your ability to communicate complex data clearly.
✨Understand Client Needs
The role involves assisting clients with customised reporting. Be prepared to discuss how you approach understanding client requirements and how you've previously provided solutions that added value. This will show your proactive involvement in client management.
