Client Reporting & Performance Executive

Socket.dev; Pittsburgh (Allegheny County); On-site; USD 140,000 - 210,000; Full time

Job summary

Socket.dev is seeking a Vice President, Client Reporting/performance to lead data-driven client reporting initiatives from Pittsburgh, PA, with a strong emphasis on data integrity and cross-functional collaboration. This leadership role will drive portfolio review, reconciliation, and delivery of meaningful client insights.

The ideal candidate brings at least 5 years in financial services or related reporting roles, expert SQL skills, and proven business analysis and project coordination

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required.
• Minimum 5 years of relevant experience required.
• Strong SQL capability and experience working with data from multiple sources required.
• Proven business analysis experience required.
• Demonstrated project management or delivery coordination skills required.
• Strong communication, analytical, and problem-solving skills required.
• Ability to lead meetings and work effectively with cross-functional stakeholders required.
• Experience in financial services, client reporting, brokerage, trading support, or a related discipline preferred.
• Nice to have: experience with Business Intelligence tools such as Power BI

Responsibilities

• Reviews and interprets portfolio and reporting data to support accurate, timely, and meaningful client deliverables.
• Resolves complex questions related to reporting outputs, data integrity, and system functionality.
• Uses SQL to source, validate, and reconcile information across multiple platforms.
• Performs business analysis by documenting requirements, assessing workflows, identifying gaps, and supporting solution implementation.
• Leads stakeholder discussions to capture needs, confirm priorities, and ensure follow-through on agreed actions.
• Works across technology, operations, and business teams to enhance reporting processes and platform capabilities.
• Coordinates assigned deliverables, monitors progress, and supports execution of change initiatives.
• Produces insights and recommendations that contribute to service quality and a stronger client experience.

Skills

SQL

Business analysis

Project management

Communication

Cross-functional collaboration

Meeting leadership

Problem-solving

Financial services domain knowledge

Education

Bachelor’s degree or equivalent

Tools

Power BI

Job description

Socket.dev is seeking a Vice President, Client Reporting/performance to lead data-driven client reporting initiatives from Pittsburgh, PA, with a strong emphasis on data integrity and cross-functional collaboration. This leadership role will drive portfolio review, reconciliation, and delivery of meaningful client insights.

The ideal candidate brings at least 5 years in financial services or related reporting roles, expert SQL skills, and proven business analysis and project coordination