Overview:

• Integrity - Do what’s right for everyone: clients, shareholders, partners & colleagues, TEAM is more important than self, and create an atmosphere of mutual respect
• Excellence - Deliver exceptional client results, Reward and recognize performance, and Relentless pursuit of improvement
• Accountability - Act like an owner, take pride in our work, Measure results (your own and our clients), Be passionate
• Grace - Respect and appreciate differences, Care for one another, Humility, Make work personal

Responsibilities:

• Prepare and deliver accurate daily, weekly, and monthly reports based on predefined processes.
• Extract, manipulate, and validate data from various sources to ensure timely report production.
• Analyze reporting processes and identify opportunities for automation and efficiency improvements (e.g., updating outdated formulas and processes).
• Collaborate with cross-functional teams to ensure reporting aligns with operational needs.
• Provide insights into data trends and recommend improvements for smarter reporting workflows.
• Document and maintain reporting procedures to ensure consistency and knowledge transfer.
• Support ad hoc reporting requests as needed.

Qualifications:

• Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUPs, nested formulas, and automation (macros a plus).
• Strong analytical skills with a focus on detail and data accuracy.
• Ability to follow and improve predefined processes and workflows.
• Comfortable interpreting basic data trends and creating visual representations (charts, dashboards).
• Excellent organizational and time management skills.
• Strong written and verbal communication skills.

Preferred Qualifications

• Bachelor’s degree in Business Administration, Data Analytics, or a related field.
• Familiarity with accounting or financial data reporting is an advantage but not required.
• Experience with BI tools (e.g., Power BI, Tableau) is a plus.