Role Description - Develop interactive reports & dashboards against our key performance indicators (critical metrics). - Research analytic methodologies and conduct metric reporting. - Implement new tools and techniques for viewing, interpreting, and communicating organizational data & trends. - Support operational changes & growth opportunities with data-driven recommendations with measurable outcomes. - Analyze trends to recommend process/operational improvements. - Prepare detailed & summary level reports including written interpretation of analytic results and graphical representation. - Present results to management, including data-driven business recommendations and alternatives. - Influence leadership to drive more data-informed decisions. - Work closely with the Finance department & executive team to support regular business review cycles. - Leverage organizational data through analytics projects and modelling to derive data-driven insights and recommendations leading to organizational improvements. - Define & advance standard processes and champion the use of data & analytics organization wide. - Perform other duties as assigned. Qualifications - 4–5 years of experience in Reporting, Analytics, Revenue Operations, or related roles, with a proven track record of delivering strategic business impact through data. - Advanced proficiency with BI tools (e.g., Power BI, Tableau), data modeling, and visualization best practices. - Strong understanding of GTM metrics across Sales, CS, and Marketing, with experience supporting leadership planning and performance reporting. - Demonstrated ability to lead analytical projects end-to-end, from requirements gathering to analysis, storytelling, and executive recommendations. - Familiarity with CRM systems (e.g., Salesforce) and data extraction methods for reporting automation. - Excellent communication skills, with the ability to simplify complex data and influence senior stakeholders. - High attention to detail and structured problem-solving; thrives in a fast-paced, evolving environment. - Experience mentoring or supporting junior team members is preferred. Requirements - Experience with SQL for data extraction and transformation. - Python for advanced analytics or automation. - Forecasting/modeling techniques to support strategic planning.

• Record journal entries and perform account reconciliations; • Support the monthly financial close; • Prepare and analyze financial statements; • Manage and monitor fixed assets; • Provide client support and clarify accounting-related inquiries; • Assist in structuring and improving accounting processes; • Participate in ERP implementation and configuration projects.

• Review, model, analyze, and rebalance investment portfolios. • Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports. • Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input.

• Responsible for the technical administration, calculation, and optimization of the firm’s third-party compensation programs • Support the calculation, administration, and payment of third-party compensation programs • Partner with Legal and business stakeholders to implement new or amended agreements • Source, reconcile, and validate large volumes of data from CRM, billing, custody, and accounting systems • Validate compensation results, identify risks and recommend scalable technical solutions • Identify opportunities to standardize and automate third-party compensation processes