Financial Reporting Consultant

Department: Technology Services

Immediate Supervisor: Partner

FLSA Status: Exempt

The Financial Reporting Consultant performs needs analysis, software implementations, technical support, and training functions for client engagements.

Essential Duties and Responsibilities

  • Meet with clients to identify financial reporting and budgeting needs
  • Identify and develop reporting structures/hierarchies using XL Reporting or SQL
  • Define, develop, and roll out Financial Reporting and Budgeting Solutions using XL Reporter and Excel
  • Develop dashboards for executive views of data
  • Document processes
  • Train clients on new systems

Required Qualifications

Financial Reporting Consultant candidates must possess a BS/BA in Finance, Accounting or Information Systems. Some experience in Reporting, Financial Analysis, or Accounting is preferred. Requires advanced skills in Microsoft Excel. Experience with VBA, SQL, Dynamics-GP, Dynamics-SOL or Microsoft Access a plus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the Financial Reporting Consultant. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


This description is intended to provide an overview of the responsibilities and duties of the position. It is not all-inclusive. The incumbent in this position will be expected to perform other duties as required. The responsibilities may change over time. This description is provided for informational purposes only and does not form the basis of a contract. Tate & Tryon is an at-will employer.

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