Senior Wealth Management Analytics & Reporting Manager
Tasks
- Analyze variances and report to leadership
- Conduct data review and reconciliation
- Coordinate departmental system support with vendors and technology
- Ensure operational risk compliance and internal controls
- Implement compliance controls
- Interpret results and present findings
- Manage report and spreadsheet development
- Perform complex data analysis
- Plan and manage system implementation
- Provide coaching and leadership to team members
- Set policy and oversee procedures
- Support audits and compliance testing
Perks/Benefits
- N/A
Skills/Tech-stack
Audit Support | Budgeting | Compliance | Data Analysis | Data Reconciliation | Financial Analysis | Operational Risk | Profit and Loss | Project Planning | Reporting | Spreadsheet Development | System Implementation | Testing | Variance analysis
Education
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