Provide meaningful reporting & analytics for Senior Leadership, Sales Partners and support functions across the organization and firm.
Support report development, reporting tool administration and production of recurring/ad-hoc needs to support the business.
Anticipate future needs while working on current projects or tasks and continually improving the reporting platform.
Gather and interpret data and sources to assist with report development and presentations based on analytical findings.
Collaborate with subject matter experts to develop and publish intellectual capital effectively and efficiently.
Support firm quality standards through detailed fact-checking, quality control, and adherence of team standards.
Gain knowledge of data attributes and source systems to understand, communicate and articulate approach and limitations.
Support reporting tool platform with administrative functions including user access/metrics, project maintenance, size/scale review in addition to periodic upgrades and testing.
Requirements
10+ Years related experience in governance oversight or business risk mitigation role, preferably in a regulated banking or equipment financing environment.
5+ for the Sr. Leasing Sales Support Associate level.
In-depth knowledge of business intelligence tools such as Tableau, Alteryx, and Toad
Familiarity with various database architectures (Oracle, MySQL etc.…), structured query language (SQL) and MS Office tools including advanced Excel skills
Exceptional analytical and problem-solving/troubleshooting skills along with strong organizational, oral/written communication skills and attention to detail
Proven ability to work well both independently and in team-oriented environment
Possess a natural curiosity and desire to improve and/or streamline processes.