Client Reporting Coordinator/Analyst

Wotton Kearney; Sydney; Hybrid; AUD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid and flexible working options

Career development and training

Collaborative culture

Parental leave and wellbeing support

Home office allowances

Education assistance

Job summary

Wotton Kearney seeks a Client Reporting Coordinator/Analyst to deliver accurate, timely reporting and insights for major clients. You’ll transform data into client-facing reports, working with lawyers, finance and operations to support service delivery, compliance and decision-making.

The role involves building dashboards, improving data quality and expanding reporting capabilities across our professional services environment, with hybrid work and ongoing learning opportunities.

Qualifications

• Experience in a reporting, finance analyst, business analyst, client reporting or similar data-focused role.
• Advanced Excel skills, including complex formulas, pivot tables and data analysis.
• Strong analytical and problem-solving skills, with the ability to identify trends and improvements.
• Excellent attention to detail and data accuracy.
• Experience producing financial, operational or client reporting in a professional services environment is valued.

Responsibilities

• Produce accurate and insightful client reporting across financial, operational and matter management data.
• Extract, analyse, reconcile and validate data from multiple systems to ensure reporting accuracy.
• Develop and maintain client reporting packs, dashboards and reporting schedules.
• Manage client-specific reporting requirements and respond to ad hoc reporting requests.
• Coordinate annual financial audits for government clients.
• Monitor SLA performance, KPI deadlines and reporting obligations.
• Identify trends, anomalies and data discrepancies, working with stakeholders to resolve issues.
• Maintain reporting registers, compliance records and reporting databases.
• Support matter opening, matter distribution, file closures and client set-up processes.
• Provide reporting guidance and support to lawyers and internal stakeholders.
• Drive continuous improvement initiatives across reporting, data management and reporting automation.
• Work closely with Finance, Legal Operations, Practice Teams and Business Development to deliver high-quality reporting outcomes.

Skills

Advanced Excel

Data analysis

Financial reporting

Stakeholder management

Tools

Aderant

Reporting platforms

Power BI

Job description

As a Client Reporting Coordinator/Analyst, you'll play a key role in delivering accurate, timely reporting and insights to some of Wotton Kearney's largest clients.

This role is ideal for someone with strong reporting, data analysis or finance analyst experience who enjoys working with complex datasets, building reports, identifying trends and ensuring information is accurate and meaningful. You'll work closely with our lawyers, finance team, legal operations and client stakeholders to transform data into client-facing reporting that supports service delivery, compliance and decision-making.

You'll also have the opportunity to work with large volumes of information across multiple systems, helping to improve reporting processes, enhance data quality and drive greater reporting capability across the business. If you're someone who genuinely enjoys Excel, reporting and solving data challenges, this role offers the opportunity to step into a specialist reporting position within a collaborative and growing professional services environment.

Key responsibilities

• Produce accurate and insightful client reporting across financial, operational and matter management data.
• Extract, analyse, reconcile and validate data from multiple systems to ensure reporting accuracy.
• Develop and maintain client reporting packs, dashboards and reporting schedules.
• Manage client-specific reporting requirements and respond to ad hoc reporting requests.
• Coordinate annual financial audits for government clients.
• Monitor SLA performance, KPI deadlines and reporting obligations.
• Identify trends, anomalies and data discrepancies, working with stakeholders to resolve issues.
• Maintain reporting registers, compliance records and reporting databases.
• Support matter opening, matter distribution, file closures and client set-up processes.
• Provide reporting guidance and support to lawyers and internal stakeholders.
• Drive continuous improvement initiatives across reporting, data management and reporting automation.
• Work closely with Finance, Legal Operations, Practice Teams and Business Development to deliver high-quality reporting outcomes.

What you'll bring

• Experience in a reporting, finance analyst, business analyst, client reporting or similar data-focused role.
• Advanced Excel skills, including complex formulas, pivot tables, data analysis and reporting.
• A genuine interest in working with data, reporting and processes.
• Strong analytical and problem-solving skills, with the ability to identify trends, discrepancies and opportunities for improvement.
• Exceptional attention to detail and a commitment to data accuracy.
• Experience producing financial, operational or client reporting within a professional services environment will be highly regarded.
• Ability to manage multiple reporting deadlines and competing priorities.
• Confidence working with a broad range of stakeholders across finance, operations and client-facing teams.
• Experience with reporting platforms, legal practice management systems or Aderant would be advantageous.

Why join WK?

At Wotton Kearney, we're building a workplace where people can do great work, grow their careers and be themselves.

What we offer

• Hybrid and flexible working options
• Career development through mentoring, training, conferences and ongoing learning.
• A collaborative and supportive culture where people genuinely enjoy working together.
• Generous parental leave, purchased leave and wellbeing support programs.
• Home office allowances, education assistance and Employee Assistance Program access.
• Opportunities to give back through charity partnerships and community initiatives.
• Work with one of Australia's leading insurance and risk law firm.
• Be part of an innovative firm leading the way in legal technology and AI

We are committed to fostering an inclusive and diverse workplace at Wotton Kearney. As part of our dedication to accessibility, we strive to support candidates with disabilities throughout the interview process.