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    Brokerage Client Specialist - Charlotte, United States - TalentBridge Holdings Corporation

    TalentBridge Holdings Corporation
    TalentBridge Holdings Corporation Charlotte, United States

    3 weeks ago

    Default job background
    Description
    This range is provided by TalentBridge. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
    Base pay range

    $45.00/hr - $48.00/hr
    Direct message the job poster from TalentBridge

    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 , 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.
    Seniority level

    Seniority level

    Mid-Senior level
    Employment type

    Employment type

    Contract
    Job function

    Job function

    Analyst
    Industries

    Financial Services, Investment Banking, and Investment Advice
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