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Client Reporting Advisor

United Kingdom, Glasgow · Job Posted April 27, 2026
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Job Description

Prepare and deliver accurate client financial reports in a timely manner. Assist with the preparation of budgets and forecasts for property portfolios. Reconcile client accounts, ensuring all financial transactions are accurate and complete. Respond to client queries regarding financial reports and accounts. Collaborate with internal teams to ensure data accuracy and consistency. Support the implementation of process improvements in client reporting functions. Ensure compliance with industry regulations and company standards. Maintain accurate records and documentation to support auditing processes.

Job Responsibility

  • Prepare and deliver accurate client financial reports in a timely manner
  • Assist with the preparation of budgets and forecasts for property portfolios
  • Reconcile client accounts, ensuring all financial transactions are accurate and complete
  • Respond to client queries regarding financial reports and accounts
  • Collaborate with internal teams to ensure data accuracy and consistency
  • Support the implementation of process improvements in client reporting functions
  • Ensure compliance with industry regulations and company standards
  • Maintain accurate records and documentation to support auditing processes

Requirements

  • A strong educational background in accounting, finance, or a related field
  • Previous experience in financial reporting, ideally within the property industry
  • Excellent numerical and analytical skills with great attention to detail
  • Proficiency in financial software and Microsoft Excel
  • Ability to manage multiple tasks and meet deadlines effectively
  • Strong communication skills to liaise with clients and internal teams
  • A proactive approach to problem-solving and identifying process improvements

What we offer

  • An attractive benefits package to support your personal and professional needs
  • Opportunities to work in a well-established company within the property industry
  • A permanent position based in Glasgow, providing stability and career growth

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