How to hire a reporting specialist

How to hire a reporting specialist, step by step

Here's a step-by-step reporting specialist hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a reporting specialist job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new reporting specialist
• Step 8: Go through the hiring process checklist

What does a reporting specialist do?

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1. Identify your hiring needs

   The reporting specialist hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A reporting specialist's background is also an important factor in determining whether they'll be a good fit for the position. For example, reporting specialists from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list shows salaries for various types of reporting specialists.

   Type of Reporting Specialist	Description	Hourly rate
   Reporting Specialist	Accountants and auditors prepare and examine financial records. They ensure that financial records are accurate and that taxes are paid properly and on time... Show more	$18-38
   Accountant Internship	An accounting intern is responsible for assisting an organization's accounting department, observing practical applications and processes, and performing accounting duties under the supervision of tenured accounting staff. Accounting interns support the accounting operations by preparing and organizing financial reports, helping with accounts reconciliation, researching financial and stock market trends, utilizing various accounting software, and managing feedback from their mentors... Show more	$11-21
   Cost Accountant	A cost accountant specializes in determining the total cost incurred by a company from producing goods and services. Through the various financial data they collect, the cost accountant will devise plans and strategies that will be a vital factor in the next budget and marketing preparations of a company... Show more	$21-38

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Data Analysis
   • PowerPoint
   • BI
   • QA
   • SME
   • Financial Statements
   • Pivot Tables
   • Regression
   • Data Collection
   • Analyze Data
   • Visualization
   • Reconciliations
   • HR

   Check all skills

   Responsibilities:

   • Manage risks and ensure compliance with SOX controls relate to selection and contracting of suppliers.
   • Manage coordination, implementation and installation of next generation telemarketing system, an nt-base, client server environment.
   • Create VBA macros to streamline existing reporting processes.
   • Assist with developing and updating VBA code as necessary.
   • Analyze operating reports with Cognos, VendorScape and DRI.
   • Promote current HIPAA compliance beyond the minimum legally mandate.

   More reporting specialist duties

3. Make a budget

   Including a salary range in the reporting specialist job description is a good way to get more applicants. A reporting specialist salary can be affected by several factors, such as the location of the job, the level of experience, education, certifications, and the employer's prestige.

   For example, the average salary for a reporting specialist in Nebraska may be lower than in California, and an entry-level engineer typically earns less than a senior-level reporting specialist. Additionally, a reporting specialist with lots of experience in the field may command a higher salary as a result.

   Average reporting specialist salary

   $56,129yearly

   $26.99 hourly rate

   ---

   Entry-level reporting specialist salary

   $39,000 yearly salary

   Updated January 30, 2026

   Average reporting specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$81,735	$39
   2	New Jersey	$74,955	$36
   3	District of Columbia	$69,899	$34
   4	New York	$68,062	$33
   5	Virginia	$62,891	$30
   6	Texas	$60,733	$29
   7	Massachusetts	$60,729	$29
   8	Georgia	$60,123	$29
   9	Pennsylvania	$59,100	$28
   10	Delaware	$58,919	$28
   11	Arizona	$58,276	$28
   12	Maryland	$56,746	$27
   13	Oklahoma	$56,554	$27
   14	Colorado	$55,608	$27
   15	Missouri	$55,164	$27
   16	Ohio	$55,109	$26
   17	Florida	$53,938	$26
   18	Michigan	$53,599	$26
   19	Illinois	$53,190	$26
   20	North Carolina	$51,881	$25

   Average reporting specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Citi	$98,087	$47.16	13
   2	AbbVie	$94,151	$45.26	4
   3	American Century Investments	$90,853	$43.68
   4	DTCC	$88,097	$42.35	6
   5	BNY Mellon	$85,402	$41.06	3
   6	Southern California Edison	$84,614	$40.68	3
   7	UBS	$84,105	$40.44	5
   8	NTT Data International L.L.C.	$82,871	$39.84	16
   9	AssetMark	$82,445	$39.64	3
   10	Nokia	$80,284	$38.60
   11	City National Bank	$80,177	$38.55	18
   12	Deloitte	$79,793	$38.36	705
   13	Berkshire Hathaway	$78,973	$37.97
   14	Sumitomo Mitsui Financial Group	$78,569	$37.77	1
   15	Envestnet	$78,021	$37.51
   16	Tata Group	$76,814	$36.93	28
   17	Accenture	$76,432	$36.75	27
   18	Aviva plc	$75,069	$36.09
   19	Williams International	$74,832	$35.98	4
   20	JPMorgan Chase & Co.	$74,250	$35.70	63

4. Writing a reporting specialist job description

   A good reporting specialist job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a reporting specialist job description:

   Reporting specialist job description example

   Current Living Spaces Employees: Please apply via your internal Workday Account.
   
   Living Spaces is a growing home furnishing brand and we continue to open new locations. We know in order to stay current with the times and trends, we have to perpetually update our look and selection. What has truly sustained our growth - from 1 to over 20 locations, from 100 employees to over 2,000, from a humble home furnishings store to a widely recognized and respected lifestyle brand - are the talented individuals who have taken us there. We are looking for innovative, driven, and passionate professionals to join our team so we can reach even greater heights together.We believe that a great team member experience leads to an even better guest experience. That is why we place a huge emphasis on building a great culture within our teams. Our ideal candidate will have natural talent: meaning, they possess the capacity and commitment, along with an openness to being coached around skills that will ensure they delight and exceed the expectations of our guests in all areas of Living Spaces business. We also believe in our team members taking ownership of their performance and how that contributes to the overall success of their role.
   
   Position Summary
   The role of this position is to fulfill Operations Reporting duties for all stores within their group, freeing up the Operations teams the time to include additional Customer Facing duties that support Store Sales.
   
   Position Description
   Essential Duties and Responsibilities include the following. Other duties may be assigned.
   Responsible for the daily reporting of Store Operations TeamsContact all guests at least once daily to maintain less than 2% Pending Paid Committed as reported daily by the Retail Business AnalystProactively find solutions to fulfillment issues by contacting partners in the Special-Order Group and purchasing the as soon as an order goes past its lead time Work with DC Partners ensuring orders are invoiced upon item delivery Work with IT partners to ensure technical issues do not prevent an order from being invoiced.Open RMA Analysis and reporting Open RMAs maintained at less than 14 days, or when Special Orders/Back Orders become available, whichever is the longer period, excluding MXD orders, maintained to less than 90 days.Per SOP and guidelines, disposing Store Credit in close cooperation with the store Include analysis of, and, Customer Adjustments as needed to close out Accounts Receivable Orders. Works closely with the OM and GM to ensure proper store approvals are received Commercial Trade Sign-ups - Thursday and Monday validation of Refund Checks {RFCKs}Works closely with guests when contacting them on all points listed above This team, in the process of working the points listed above, will routinely find it necessary to assist guests in using funds that may be available to them. This may include Warranty funds, which must be used on other merchandise, to Store Credit generated from an RMA, which could otherwise be disposed without our assistance.Ability to work weekends and most holidays Able to work in a fast-paced environment
   
   Qualifications
   Education/Experience: High School Diploma or GED equivalent. Previous retail experience in a direct guest interactive environment required; “Big Box” experience preferred, Light Bookkeeping experience, Strong math skills.
   
   Computer Skills: To perform this job successfully, an individual must have experience in Microsoft Office programs including Word & Excel.
   
   Equal Opportunity Employer
   It is our policy to abide by all federal, state, and local laws prohibiting employment discrimination based solely on a person's race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, physical disability, mental disability, age, military status, or status as a Vietnam-era or special disabled veteran, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including but not limited to, cancer related or HIV/AIDS related), sexual orientation, or any other protected status except where a reasonable, bona fide occupational qualification exists.
   
   E-Verify
   Living Spaces participates in E-Verify. All newly-hired team members are queried through this electronic system established by the Department of Homeland Security (DHS) and the Social Security Administration (SSA) to verify their identity and employment eligibility.

   Copy this example

   

5. Post your job

   There are a few common ways to find reporting specialists for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your reporting specialist job on Zippia to find and attract quality reporting specialist candidates.
   • Use niche websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit reporting specialists, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new reporting specialist

   Once you've decided on a perfect reporting specialist candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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