Job Summary:
The Client Relations Senior Reporting Analyst is responsible for designing, producing, and maintaining recurring and ad hoc reporting for the Client Relations team. This role serves as a subject matter expert for the department on data analysis and Excel-based reporting, ensuring accuracy and consistency of client-facing and internal reports, identifying trends, and supporting data-driven decisions across Client Relations leadership and staff.
Duties and Responsibilities:
• Inbound/outbound telephone customer service, handle support emails, research, resolve, and record problems.
• Assist IT, Project Implementation Team, QA, Client Service Managers and Clients in the development processes for system enhancements, system QA and UAT test plans and tasks, new clients/products, and procedures.
• Format and prepare reports and dashboards.
• Ability to complete tasks with aggressive deadlines, ability to work on multiple projects at one time and with little supervision.
• Will be required to make presentations to upper management, customer and other employees as required.
• Confers with persons originating, handling, processing, or receiving reports to identify problems and gather suggestions for improvements.
• Recommends establishment of new or modified reporting methods and procedures to improve report content and completeness of information.
• Additional responsibilities are assigned as deemed necessary on a weekly/daily basis.
Education and Experience:
• Bachelor's degree in Business, Finance, Data Analytics, or a related field required.
• Relevant experience in reporting, data analysis, or business analytics is a plus..
• Experience in client relations, customer support, or tax administration is a plus.
Knowledge, Skills and Abilities:
• Solid proficiency in Microsoft Excel required, including pivot tables and complex formulas (VLOOKUP/XLOOKUP, INDEX/MATCH); experience with macros/VBA and Power Query is a plus, and training will be provided to build advanced skills on the job.
• Strong analytical, quantitative, and problem-solving skills with high attention to detail.
• Proficient with the Microsoft Office Suite (Word, PowerPoint, Outlook).
• Familiarity with reporting or BI tools (e.g., Power BI, Tableau, Smartsheet) preferred.
• Excellent written and verbal communication skills, with the ability to present complex data clearly to non-technical audiences.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
Work Environment:
The noise level in the work environment is usually moderate as the employee works in an office setting, at an individual workstation, using telephone and computer.
Physical Demands:
• Must be able to remain in a stationary position for most of the day
• Constantly operates a computer and other office productivity machinery, such as a printer/copy machine
• This position needs to occasionally move about inside the office
• The person in this position frequently communicates via telephone
Neumo Summary:
With the backing of four decades of public sector expertise and corporate capability, Neumo has successfully supported government services. Neumo was honored and recognized for four (4) consecutive years as a GovTech 100 Company representing the top 100 companies focused on making a difference in and selling to state and local government agencies across the United States.
Neumo is committed to helping communities thrive and brings a wealth of experience combined with innovation. Today, Neumo offers more administrative and financial support to government officials than any other organization. And with a responsive, client-focused approach, we foster partnerships that give our customers the certainty they need to accomplish more.
Neumo offers a competitive benefits and compensation package and are looking for team members who will thrive in our dynamic environment.
Neumo is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.