Job Details
Are you a dynamic professional with expertise in data synthesis and strategic reporting? We're currently seeking a Reporting Analyst to join our Business Transitions team. In this role, you will play a vital part in developing and optimizing reporting tools that drive efficiency and contribute to strategic decision-making.
Key Responsibilities:
- Collaborate with the Business Transitions team to develop and oversee reporting tools, focusing on automation, scalability, and action-oriented data-driven intelligence.
- Synthesize data from multiple sources to assist in the development of recommendations, reports, and strategies.
- Develop, own, and optimize various reports (e.g., Scorecards, Dashboards) to drive meaningful business results.
- Lead data interpretation to identify significant differences, relationships, and trends, streamlining transition processes for advisors and institutions.
- Extract data from databases such as Salesforce.com, Oracle, Box, and third-party platforms, ensuring accurate data points are utilized.
- Manipulate and analyze large datasets using tools like Smartsheet, Excel, PowerPoint, and Tableau.
- Advance the use of complex analytical techniques and statistical thinking across Business Transitions.
- Summarize findings, publicize results, and actively share insights with senior leadership.
- Work with sales enablement and recruiting teams to develop goals and objectives for retention effectiveness.
Qualifications:
- Bachelor s degree in Business, Economics, Finance, or a related field preferred.
- Advanced proficiency in Smartsheet, Excel, PowerPoint, and Tableau.
- Strong problem-solving skills for efficient issue identification, analysis, and development of actionable recommendations.
- Excellent communication skills, both verbal and written, for presenting complex information in a clear and concise manner.
- Ability to manage multiple initiatives in a fast-paced, entrepreneurial environment.
- Natural curiosity and ability to maintain composure under pressure.
If you are a proactive and analytical professional looking to contribute to a dynamic team, we invite you to apply for the Reporting Analyst position. Join us and be a part of shaping strategic solutions through data-driven insights.