Senior Wealth Management Analytics & Reporting Manager
Tasks
- Analyze variances and recommend efficiency improvements
- Coach and lead team members
- Conduct data reconciliation and review
- Coordinate departmental system support with vendors and teams
- Define and implement compliance procedures
- Interpret results and present findings
- Lead departmental audits support
- Manage report development and production
- Oversee business objectives and reporting
- Perform complex business analysis
- Plan test and implement systems and regulatory changes
Perks/Benefits
- N/A
Skills/Tech-stack
Audit Support | Budgeting | Compliance Management | Data Reconciliation | Excel | Financial Analysis | Process control | Project Management | Reporting | SQL | Variance analysis
Education
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