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