At our company, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Required Skills & Qualifications
Advanced Excel skills, including pivot tables, complex formulas, lookups, reconciliation techniques, trend analysis, and executive reporting.
Strong analytical skills with the ability to interpret large datasets and communicate findings to leadership audiences.
Familiarity with data governance concepts including data lineage, stewardship, data quality controls, regulatory reporting, and service-level metrics.
Experience building management reporting packages and executive presentations from complex operational data.
Day-to-Day Responsibilities
Analyze operational, adoption, and governance metrics to identify trends, risks, control gaps, and opportunities for improved process effectiveness and compliance.
Transform large volumes of raw, complex data into meaningful reporting, dashboards, and executive-ready insights that support governance and management decision-making.
Develop and maintain advanced Excel-based reporting solutions, including pivot tables, lookups, trend analysis, data reconciliation, and management reporting packages.
Company Benefits & Culture
We believe both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at our company will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference.
We value versatility, creativity, and innovation provided through individual contributors and teams that come from diverse backgrounds and experiences.
For immediate consideration please click APPLY to begin the screening process with Alex.
Numbers & Facts
Location
Charlotte, NC
Skills
Analysis Skillsunmatched
Communication Skillsunmatched
Data Managementunmatched
Data Setsunmatched
Diversityunmatched
Leadershipunmatched
Management Reportingunmatched
Metricsunmatched
Operational Auditunmatched
Oracle Databaseunmatched
Performance Metricsunmatched
Pivot Tablesunmatched
Process Improvementunmatched
Property Managementunmatched
Query Optimizationunmatched
Reconciliationunmatched
Reporting Dashboardsunmatched
Reporting Skillsunmatched
Riskunmatched
Risk Analysisunmatched
Risk Managementunmatched
SQL (Structured Query Language)unmatched
Scorecardingunmatched
Trend Analysisunmatched
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