Senior Consultant, Client Reporting Specialist

Are you a client reporting expert with a knack for turning data into actionable insights? Do you have experience working with reporting tools and enjoy tackling complex implementation challenges? Are you excited to build a foundational knowledge of Ridgeline’s Client Reporting system and ultimately become the go-to expert in this space? If so, we invite you to be a part of our innovative team.

The Client Reporting Specialist role is part of the Customer Experience Back Office Consulting team at Ridgeline. This position will focus on mastering Ridgeline’s Client Reporting solution, with an emphasis on Logi Report Designer tool and Ridgeline data sets. You’ll have the opportunity to work alongside additional CX consultants on Ridgeline’s most complex implementations to develop a deep understanding of the platform and establish yourself as the organization’s expert in Logi. From there, you’ll focus on expanding our standard client report catalog, collaborating closely with product and development teams to address specialized reporting needs.

Beyond technical expertise, you’ll play a key role in knowledge sharing by developing training materials to enable others within the organization to create and update Logi reports. As you grow into the role, you’ll take on strategic responsibilities, such as providing guidance and tactical direction on personnel and team development, promoting innovation, and improving processes.

What will you do?

• Guide complex client reporting implementations, addressing nuanced needs and delivering customized solutions.
• Become the in-house expert on Ridgeline’s Client Reporting solution, with a focus on Logi.
• Collaborate with product and development teams to enhance and expand the standard client report catalog.
• Build specialized reports for our most unique and complex implementations.
• Develop and deliver training materials to empower team members to create and maintain client reports.
• Identify opportunities for process improvement and scalable solutions to enhance the client reporting function.
• Opportunity to grow into a leadership role with expanded responsibilities, including provide strategic oversight and mentorship to partners and support internal hiring and team development as needed
• Contribute to the strategic growth and innovation of Ridgeline’s reporting capabilities.
• Exemplify Ridgeline’s Core Values and Security First Mindset
• Domestic travel expected 10%

Required Skills and Experience

• Bachelor’s degree in Business, Accounting, Finance, Economics, Information Technology, or related field of study
• 7+ years of experience in the investment management or fintech space; specific experience with investment reporting solutions preferred
• Ability to work independently, with general direction and guidance
• Demonstrated ability to collaborate across teams, including product and development.
• Innate curiosity and proven ability to learn new software technologies quickly
• Highly organized with the ability to manage several priorities with a hands-on approach
• Excellent time management skills and ability to meet deadlines in an evolving, fast-paced environment
• Demonstrated ability to communicate complex concepts clearly, concisely, and confidently
• Familiarity with Google Apps and/or the MS Office suite, including strong Excel proficiency
• Serious interest in having fun at work

Nice-to-Haves:

• Experience with paginated reporting tools is highly desirable, particularly with platforms such as SSRS Report Builder, Crystal Reports, Logi, or other similar solutions
• Familiarity with tools like Tableau, PowerBI and other reporting frameworks tailored for creating detailed, formatted reports is also beneficial.
• Familiarity with financial reporting, particularly in the context of client reporting for asset management. This includes experience with client statements and portfolio-level reports such as holdings, transaction summaries, and performance reports. Knowledge of industry practices for generating and distributing detailed, data-rich reports to clients is highly valued.
• Experience guiding teams or managing direct reports.
• Understanding of Agile principles and software development lifecycles
• Comfortable working with Slack, JIRA/Confluence, and professional services applications such as Kantata
• Basic understanding of AWS, APIs, and serverless technology
• Advanced designations such as CFA, CAIA, or CIPM.

About Ridgeline

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.

Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.

With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup Employers.”

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.

Compensation and Benefits 

The cash compensation amount for this role is targeted at $115,000 to $150,000 OTE. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. 

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

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