Reporting Analyst
2 weeks ago
Our Client, a Global Investment Bank, is seeking a Reporting Analyst in their New York, NY location.
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:
- Bachelors 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
- Basic VBA experience / knowledge is a plus
- Experience loading data in DataLake to DataIKU and using DataIKU to source data / metrics for business reporting is a plus
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