Operational Reporting Manager

📋 Description

• Build and continuously improve operational reporting that gives leadership a clear, accurate view
• Identify trends, anomalies, and drivers within operational data, and package findings into insight
• Maintain a strong working knowledge of the underlying business processes behind the numbers to
• Partner with senior leaders across a range of operational areas — potentially including marketing
• Translate open business questions into reporting requirements and prioritize development
• Represent the analytics function in ongoing conversations with business stakeholders, with the

🎯 Requirements

• 7+ years of experience in data, analytics, or reporting roles, including direct business partnering
• Experience working within financial services, wealth management, or a related finance function.
• Strong track record of translating business questions into reporting requirements and clear
• Strong written and verbal communication skills, with experience presenting analysis to senior
• Demonstrated ability to manage multiple stakeholder relationships across different business

🎁 Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts