What are the responsibilities and job description for the Client Reporting Specialist position at Madison Resources?
Department: Client Reporting
Reports To: Client Reporting Manager
Job Overview:
Madison Resources is seeking a meticulous and organized Client Reporting Specialist to produce accurate profit reports for our clients and manage net proceed transactions. This role will be responsible for collaborating with multiple departments to ensure reporting accuracy, supporting clients with their inquiries, and driving continuous process improvement.
Client Reporting Specialists play a critical role in delivering high-quality, timely reports, identifying potential risk issues, and supporting internal teams. If you are detail-oriented, enjoy working with data, and thrive in a dynamic environment, we’d love to hear from you.
Responsibilities:
- Produce timely, accurate, and complete profit reports for Madison Resources' clients and process net proceeds transactions.
- Assist clients with general questions regarding their reporting.
- Maintain and update client instructions and processing notes.
- Continuously improve processes to enhance efficiency, eliminate ineffective practices, and streamline interdepartmental workflows.
- Provide feedback, support, and training to internal teams.
- Identify variances and potential risk issues in the reporting and escalate to management for review
Qualifications:
- Proficiency in Microsoft Excel, including intermediate functions such as macros and formulas. A competency test will be part of the interview process.
- High School Diploma or Equivalent; further education in accounting, finance, or related fields is a plus.
- 0-2 years of office experience with responsibilities such as data entry, reporting, or bookkeeping.
- Solid understanding of basic accounting principles and financial reporting.
- Hands-on experience with spreadsheets and/or proprietary software.
- Strong attention to detail and organizational skills.
- Effective written and verbal communication skills.
- Excellent problem solving and analytical skills.
- Ability to work independently and within teams, with strong interpersonal skills.
- High initiative and self-motivation to drive process improvements and address challenges.
- Professional demeanor with integrity and dependability.
About Us:
We offer a full benefits package that includes medical and dental, generous paid time off, company paid life insurance, short term and long term disability, 401k, and more!