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    Financial Planning Business Reporting - New York, United States - Kellton

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    Description

    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



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