Reporting Associate

Job Summary

To support data management and performance reporting, the full-time Reporting Associate will maintain client information, oversee reporting cycles, and manage external resources in a remote capacity.

Key responsibilities

• Input and update client information into various internal systems
• Conduct audits to ensure data accuracy and monitor data synchronization between systems
• Oversee the firm's reporting and billing cycles, including execution and delivery of reports

Required qualifications

• Undergraduate degree required, preferably in Analytics, Finance, or Business
• 1 - 2+ years of relevant reporting and operations experience, with Tamarac & Salesforce CRM experience preferred
• Proficiency in Microsoft Office applications, with advanced Excel skills preferred
• Experience working with multiple data sets and databases
• Advanced technical aptitude and superior troubleshooting skills