Minimum of 5 years of experience in a data and/or reporting position, with at least 2 years in the financial services sector. […]
Advanced MS Office suite proficiency in Word, PowerPoint, Outlook, Excel (Excel skills to include pivots, macros, VLOOKUP, concatenate and data cleanup).
Understand various financial product categories and the transaction flow between client engagement and commission payment […]
Maintain existing and develop new reporting dashboards to present key metrics to stakeholders.
Collaborate with team members to prepare regular operational and advisor revenue reports that will...