Financial Planning Business Reporting
Position:
Financial Planning Business Reporting Location:
New York, NY10004Pay Rate:
$39.37/hr. On W2(No Benefits)Hybrid:
3 days per week in officeJob
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 isbeing 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 Recommended Skills Data Analysis Data Visualization Finance Financial Planning Metrics Performance Indicator Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
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n Estimated Salary: $20 to $28 per hour based on qualifications.
Financial Planning Business Reporting Location:
New York, NY10004Pay Rate:
$39.37/hr. On W2(No Benefits)Hybrid:
3 days per week in officeJob
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 isbeing 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 Recommended Skills Data Analysis Data Visualization Finance Financial Planning Metrics Performance Indicator Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
n
n
n Estimated Salary: $20 to $28 per hour based on qualifications.
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