- Develop and own business models to provide short, medium, and long-term projections, integrating operating revenues, investment returns, and expenses
- Conduct sensitivity / scenario analyses to provide insight into potential risks and opportunities
- Develop presentation materials to communicate key findings to staff, clients, Boards, and committees
- Help various functional groups structure and analyze data to clarify results, highlight trends, identify issues, and answer questions
- Use Power BI and other tools to build standardized reports
- Perform ad hoc analysis and projects as requested
- Bachelor's degree in business, data analytics, or technical area; MBA preferred
- Minimum of 5-8 years related experience. A relevant master's degree or professional certification (e.g., CPA or CFA) with less experience may also be acceptable
- Advanced knowledge of modeling, data analysis, and data structures
- Experience with different analytical and reporting packages (e.g., Power BI) and database programs (e.g., SQL) required
- Some familiarity with accounting methods, taxes, and investments
- Strong attention to detail and accuracy along with strong analytical, time management, and problem-solving skills
- Ability to multi-task, be adaptable to change, and work both independently and as part of a team
- Strong written and verbal business communication skills
- Professionalism, confidentiality, and discretion is of utmost importance
- Proficiency in MS Office products (Excel, Word, PowerPoint, Outlook) is required
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Data Analytics and Reporting Manager - Minnetonka, United States - Carlson
Description
JOB SUMMARYCarlson, Inc. and its affiliated entities, Carlson Holdings, Inc. and the Tonkawa family office, is seeking a full time Data Analytics and Reporting Manager to independently provide analytical support across the different functions of our business. This includes developing and owning models that provide key business and financial projections, helping different groups structure and analyze data relevant for their areas, and building standardized reports to enable automated access to key information and metrics. This position will interface with business clients, providing relevant analytical information and insights and helping them answer critical questions.
The successful candidate will be an inquisitive self-starter, have a growth mindset with an emphasis on continuous improvement, excellent collaboration skills, and a passion for data systems, analytics and reporting.
At Carlson, we believe every voice matters and aim to create a workplace where team members feel welcome. We prioritize diversity of thought, experience, and background and are committed to creating a more inclusive future, both inside our company and in our communities.
Our office is located in the Carlson towers in Minnetonka and features many amenities including an onsite café and fitness center. We offer a hybrid work environment, competitive compensation, and a comprehensive benefits package.
KEY RESPONSIBILITIES
