Overview
We're supporting an innovative financial technology company in their search for a Client Reporting Analyst—a hybrid role based in Austin, TX. This position supports strategic client relationships by delivering high-impact reporting, analytics, and operational support. It's ideal for someone who is data-savvy, thrives in a collaborative team, and enjoys helping clients succeed.
Responsibilities:
- Extract and interpret data from internal platforms to produce recurring and ad hoc reports.
- Spot trends, identify inconsistencies, and deliver key insights for client consumption.
- Collaborate with senior client-facing team members to build visually compelling presentations in Excel or PowerPoint.
- Support monthly and quarterly reporting cadences using SQL, Excel, and CRM tools.
- Use customer relationship tools to log, track, and fulfill client requests.
- Build and run CRM reports to support client success operations and internal visibility.
- Help ensure clients receive timely, insightful data that drives satisfaction and loyalty
- Partner with internal teams including analytics, engineering, legal, compliance, and marketing operations.
- Assist in creating repeatable frameworks and efficiencies for delivering client materials.
Required Qualifications
- 1–3 years of experience in data analysis or customer success roles.
- Proficient in Microsoft Excel and SQL for data manipulation and reporting.
- Strong attention to detail with the ability to manage multiple requests simultaneously.
- Familiarity with customer support tools (e.g., CRMs), remote access platforms (RDP/Bomgar), and relational databases.
- Excellent communication skills—both written and verbal.
- Strong time management and problem-solving abilities.
- Bachelor's degree or equivalent hands-on experience.
Preferred Qualifications
- Experience supporting financial services or technology clients.
- Exposure to marketing analytics, SaaS platforms, or performance data tools.
- Comfortable working in a fast-paced, collaborative, and culture-driven environment.
Work Environment & Culture
- Hybrid role: 3 days in the office, 2 days remote.
- Culture is highly collaborative—team participation in meetings and events is essential.
- Candidates must be authorized to work in the U.S. without sponsorship.
Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services.
Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.