Client Reporting Associate / Presentation Specialist

The Millennium Group • New York, NY

1d

About The Position

The Client Reporting Associate is responsible for transforming complex operational and portfolio data into clear, compelling insights through high‑quality reporting, dashboards, and executive‑level presentations. This role blends strong analytical capabilities with advanced visual storytelling skills to support data‑driven decision‑making across TMG operations. The ideal candidate is tech‑savvy, creative, detail‑oriented, and highly collaborative, with the ability to produce accurate, visually engaging deliverables for both clients and internal stakeholders.

Requirements

• Bachelor's degree preferred in Business, Finance, Statistics, Computer Science, or a related analytical field.
• Advanced proficiency in Microsoft Excel (Power Query, Power Pivot, VLOOKUP, pivot tables, data modeling).
• Strong expertise in Power BI, including data modeling, DAX, and visualization best practices.
• Familiarity with SQL or other database querying languages.
• Strong PowerPoint design skills, including layout, animation, and embedded media.
• Exceptional analytical and problem‑solving abilities with strong attention to detail.
• Ability to interpret data, identify trends, and translate complex findings into clear, executive‑ready narratives.
• Excellent written and verbal communication skills, including experience presenting to senior leadership.
• Strong organizational skills with the ability to manage multiple projects and meet tight deadlines in a fast‑paced environment.

Responsibilities

• Design, develop, and maintain accurate monthly, quarterly, and annual client reports using advanced Excel functions (pivot tables, Power Query, complex formulas).
• Independently produce customized client and portfolio reporting tailored to unique client requirements.
• Conduct ad‑hoc analyses to support business initiatives and provide data‑driven recommendations.
• Ensure data accuracy, consistency, and integrity across all reporting deliverables.
• Create, optimize, and manage interactive Power BI dashboards to monitor KPIs across accounts and operational functions.
• Build data models and visualizations that support operational insights and leadership decision‑making.
• Identify opportunities to automate manual reporting processes and streamline workflows.
• Build professional, brand‑compliant PowerPoint presentations for monthly/quarterly reports, QBRs, and special projects.
• Develop visually engaging charts, graphs, and infographics to clearly communicate trends and insights.
• Compile and present clear, concise, and persuasive reports for senior leadership and client audiences.
• Extract, clean, and transform data from multiple sources, including SQL databases and enterprise systems.
• Troubleshoot reporting discrepancies and support management in resolving data issues.
• Maintain strict quality control standards to ensure accuracy and on‑time delivery of all reporting.
• Partner with Operations, Management, and cross‑functional teams to gather reporting requirements and define metrics.
• Translate business needs into actionable analytics, dashboards, and presentation materials.
• Support the development and documentation of workflows under the direction of Operations Management.
• Create and distribute client surveys; monitor, analyze, and compile results for leadership review.
• Develop a comprehensive understanding of client portfolios, data sources, and reporting expectations.
• Assign monthly training modules to TMG Associates through the corporate VLC and track completion rates.
• Support additional special projects and reporting initiatives as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level