Senior Client Reporting Analyst Jobs

Strong data gathering and analysis skills

Excellent oral and written communication and interpersonal skills

User level knowledge in Tableau

Develop understanding of the AO operation; understand the key business drivers with a focus on improvement

Understand key performance indicators including costs and other business metrics; analyze trends and understand variances

Support AO leadership in the decision-making process

Bachelor’s degree in accounting, business administration, business analytics, or finance.CPA or equivalent experience is preferred, but not required.

Leverage business knowledge to create leadership-quality deliverables that explain, present, and analyze financial and operational business performance

Minimum of 2 years of professional experience working with accounting or business analytics systems

Professional experience working in a client-facing capacity

Effective problem-solving and decision-making skills

Strong operational and financial analysis skills

Collaborate on new and existing client reporting requirements and requests

Utilize Excel skills to assist in solving complex problems, as well as, review and enhance current Excel work-flow and functions

2-3 years of experience in a similar role

Experience interacting with multiple teams and levels within a company

Independently produce global standard and custom client reports

Maintain quality control, ensuring on-time delivery and report accuracy

Experience and knowledge of Tableau

At least 5 years analytical/reporting experience, preferably at a healthcare company or allied health organization

Experience using multiple data sources to automate reporting

Bachelor’s or Master’s degree in STEM, public health, finance, economics, or other related field

Understand Cohere’s value proposition to clients and providers in order to accurately tell stories using data

Create and maintain client facing reporting in Tableau, excel, powerpoint, and other delivery methods

Advanced knowledge of all primary MS Office software and advanced Excel skills.

An excellent communicator and enthusiastic collaborator who works well with team members, internal partners, and senior management.

1-3 years of experience working with data within the music industry.

An attractive and comprehensive benefits package including medical, dental, vision, life & disability coverage, and 401K + employer matching.

Able to draw conclusions from data and propose effective solutions.

You join an inclusive, collaborative and global community where you have the opportunity to fuel the creative journey.

Strong organizational and time management skills, and the ability to work independently and collaboratively in teams

Assist in preparation of ad hoc research requests from management and key customers

Outstanding analytical abilities and communication skills

Manage & develop 1 direct report

Bachelor’s degree in Accounting and/or Finance, CPA preferred

3+ years of experience in the accounting industry and/or in financial services,public experience

Bachelor’s degree or the equivalent combination of education and experience is required.

Develops technical expertise regarding product offerings in order to act as a resource to clients.

0-3 years of total work experience preferred. Experience in trading or brokerage preferred.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Supports the maintenance of the online platform utilized by clients to generate reports on their portfolios and portfolio performance.

Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.

Strong knowledge of relational databases, data modeling and using unstructured data

Expected to work closely with other teams within the U.S. Compliance program to develop and aid with data related initiatives.

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Champions a high-performance environment and contributes to an inclusive work environment.

A BA or international equivalent (required)

Liaise with the portfolio management team on managing and executing ad-hoc projects

Advanced Microsoft Excel and PowerPoint skills required; experience with data analysis preferred

Day-to-day liaising with Investment teams, Finance, IT, Operations and Legal

2 - 4 years of post-graduate experience (private equity preferred)

Keen eye for detail and the ability to manage multiple complex tasks

Excellent written, oral and interpersonal communication skills

What Are Our Desired Skills and Capabilities?

Follows procedures, methodologies, and application standards to include Payment Card Industry (PCI) security and other compliance requirements.

Collaborates to triage, escalate and resolve system issues & manage incidents

Relevant Experience or Degree in: Degree in a related field and/or the equivalent in training and experience

Experience with workload automation software (ActiveBatch, JAMS etc...)

Analyzes, modifies, and develops moderately complex testing and response plans in order to develop concise application documentation.

Bachelor’s degree with a minimum of 2 to 5 years of work experience in investment management or financial services environment.

Have strong problem-solving and analytical skills with an ability to analyze and manage large sets of interconnected data and information.

Collaborate with other operational teams on new and existing client reporting requirements and requests.

Utilize Excel skills to assist in solving complex problems, as well as, review and enhance current Excel work-flow and functions.

Manage time effectively to delivery information requests while continuing to perform day-to-day operational responsibility at the highest level.

Advanced Excel skills (Macros, Advanced Formula, Functions, Conditional Formatting)

Bachelors Degree or relevant experience.

5+ years of reporting analyst experience, preferably within financial services.

Advanced Microsoft Excel and PowerPoint skills required.

Experience working with data driven and dynamic reporting tools/platforms required. Must have a strong ability to learn new platforms as needed.

Experience working with client reporting systems and databases highly desired.

Experience with data driven report design and reporting logic using variables and front-end functions.