We are seeking a highly organized and detail-oriented Reporting and Systems Specialist to play a critical role in supporting the Director of Finance Operations. This role involves creating and maintaining reports, dashboards, and other visual tools to present data in a clear and concise manner, as well as assisting users with technical inquiries and collaborating with various departments to ensure software solutions meet organizational needs.
Responsibilities will include collaborating with cross-functional teams, ensuring data accuracy and presenting information in a way that supports informed decision-making. This role will require excellent communication skills, a proactive approach, and the ability to work effectively in a fast-paced environment.
Key Responsibilities
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Accurately analyze and collect data for various types of business reports.
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Create business reports that provide insight into key data points.
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Support various departments in reaching their goals through analysis.
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Utilize data visualization tools to help users understand complex data.
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May be responsible for additional projects or tasks.
Data/Reporting for Finance Department:
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Assist with the management of financial data.
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Prepare monthly and quarterly annual financial statements.
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Support budgeting and forecasting processes.
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Perform reconciliations and resolve discrepancies as needed.
Data/Reporting for Practice Areas:
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Prepare monthly updates on practice area revenues and growth progress – via Power BI preferred approach.
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Analyze data relevant to practice areas to support decision-making processes.
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Assist in preparing regular reports on performance, client engagement, and other metrics as needed.
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Support the management of practice area teams, ensuring data accuracy and completeness.
Client Contract Support:
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Support in the organization of client contracts, management of upcoming renewals/planning, proposed rate changes and response to RFP’s.
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Where appropriate, be the MDD representative in the collection and sharing of information required from client procurement departments.
System Support:
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Provide timely assistance to users experiencing software issues.
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Conduct training sessions for users to enhance their understanding of software applications and maximize utilization.
Skills, Knowledge & Expertise
Qualifications:
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Education: Bachelor’s degree or higher in related discipline.
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Power BI and Excel at an advance level.
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Experience with Deltek VantagePoint a plus.
Experience:
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Previous experience of Finance Systems (Reports) Design, Development and Administration
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One to three years of experience as a business analyst working with Finance processes.
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Expertise with Power B, Excel and familiarity with Microsoft Teams and MS Office Suite.
Skills:
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Attention to detail and a proactive approach to problem-solving.
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Strong analytical skill to collect and assess data.
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Excellent written and verbal communication skills.
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Solid organizational skills with the ability to manage multiple tasks simultaneously.
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Ability to work collaboratively with diverse teams.