Job Title: Financial Insights Specialist
In the role of Financial Insights Specialist, you will play a key part in supporting the organization's financial management team by assisting in the preparation and sharing of business reports.
You will work closely with the reporting team to help turn data into valuable insights that aid in decision-making processes.
Key Responsibilities:
* Assist in providing accurate and timely reporting for various financial functions, including investment performance, compliance, FX, insurance, global cash balances, bank fees, FBAR, and quarter-end submissions.
* Support in refining and enhancing financial metrics reporting.
* Work with the reporting team to ensure daily bank statements are fully imported to the Financial Management System.
* Aid in month-end and quarter-end reporting activities.
* Contribute to developing analytics to derive insights from data for addressing business challenges.
* Assist in generating insights and recommendations for business users and presenting analytical findings effectively.
* Support the maintenance of data models, reporting systems, dashboards, and performance metrics to facilitate key business decisions.
* Collaborate on cross-functional projects using data analysis techniques to identify strategic insights and optimization opportunities.
* Contribute to the technology roadmap within Finance, including assisting with RFPs, implementations, and testing of finance-related automation technologies.
* Assist in collecting and analyzing complex data for reporting and performance analysis.
* Help develop reports and presentations for senior management and leadership.
Requirements:
* Strong verbal and written communication skills with the ability to document existing metrics and propose process improvements.
* Familiarity with Business Intelligence tools like Microsoft Excel (intermediate level), SQL, and Power BI.
* Willingness to learn new skills and technologies.
* Attention to detail and ability to follow through on tasks.
* Basic understanding of data extract/reporting software.
* Knowledge of accounting and finance practices.
* Ability to research and implement new solutions independently.