Hybrid Financial Planning Business Reporting

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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