Sodali & Co

• Aggregate and reconcile data from multiple sources into a single, authoritative view. • Collaborate directly with the CEO and client-facing teams to translate analytical findings into strategic recommendations. • Design and maintain standardized reporting templates and dashboards that deliver consistent, clean intelligence to executives and clients across every engagement. • Own quality control on all data outputs. • Elevate the quality, consistency, and speed of client-facing work products, including decks, data summaries, and campaign status reports. • Work with the firm’s AI-powered reporting infrastructure, further enhancing data ingestion, normalization, and delivery across the project lifecycle. • Identify new opportunities for automation and champion their transformation through intelligent tooling. • Maintain data governance standards, naming conventions, and workflow documentation. • Utilize predictive analysis to surface trends and provide data-driven recommendations that allow the firm to act before problems occur.