Position: Financial Planning Business Reporting
Location: New York, NY10004
Pay Rate: $39.37/hr. On W2(No Benefits)
Hybrid: 3 days per week in office
Job responsibilities:
– Validate the consistency & accuracy of data sources used in Financial Planning Business Reporting (both recurring & ad-hoc) for the Financial Planning Fleet, senior leaders and business stakeholders
– Resolve data-related issues uncovered during ongoing sourcing, monitoring & reporting processes
– Assist with recurring business reporting for distribution to senior management (monthly & quarterly)
– Support the development of Key Performance Indicators (KPIs) by working with Financial Planning Platform Leads & Product Owners to clearly & accurately define what is
being measured & assess feasibility
– Work on the implementation of monthly reporting of identified KPIs & business impact metrics tied to Financial Planning Platforms strategic objectives / initiatives
– Document the source, definition, and timeframe(s) of all data / metrics being reported
– Maintain existing reporting procedures, updating documents where necessary
– Identify areas of opportunity to improve existing processes to drive reporting efficiency
Experience:
– Bachelor s Degree
– 3-5 years experience, preferably within the Financial Services Industry
– Strong proficiency in Excel and PowerPoint are required for the role
– Experience in data visualization & business reporting using Tableau & PowerPoint
– Experience working across teams (e.g., Data & Analytics, Technology, Digital, etc.) to understand data / metrics sourcing & reporting needs
Job Description Aureus Finance Group, LLC is a dynamic organization providing professional real estate developers with financing for the acquisition,...
Apply For This JobSummary ABOUT SAINT LAURENT Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of...
Apply For This JobJob Description Average Annual Commission – $80,000 Completely Remote What You Will Be Doing: Selling Dental and/or Vision and/or Life...
Apply For This Job3.4 Full-time 7 hours ago Full Job Description CUMULUS MEDIA Albuquerque is seeking two talented individuals looking to start a...
Apply For This JobThe Program The Investment Analyst Program at the Savory Fund is designed to provide candidates with deep investment and business...
Apply For This JobMAINTAIN SUPERIOR CUSTOMER RELATIONSHIPS THROUGH DAILY FINANCIALS. NO SUIT REQUIRED. The Opportunity We’re looking for a detail-oriented, money-minded individual to...
Apply For This Job