Reporting and Systems Support Specialist

We are seeking a highly organized and detail-oriented Reporting and Systems Specialist to play a critical role in supporting the Director of Finance Operations. This role involves creating and maintaining reports, dashboards, and other visual tools to present data in a clear and concise manner, as well as assisting users with technical inquiries and collaborating with various departments to ensure software solutions meet organizational needs.

Responsibilities will include collaborating with cross-functional teams, ensuring data accuracy and presenting information in a way that supports informed decision-making. This role will require excellent communication skills, a proactive approach, and the ability to work effectively in a fast- paced environment.

Key Responsibilities

• Accurately analyze and collect data for various types of business reports.
• Create business reports that provide insight into key data points.
• Support various departments in reaching their goals through analysis.
• Utilize data visualization tools to help users understand complex data.
• May be responsible for additional projects or tasks.

Data/Reporting for Finance Department:

• Assist with the management of financial data.
• Prepare monthly and quarterly annual financial statements.
• Support budgeting and forecasting processes.
• Perform reconciliations and resolve discrepancies as needed.

**Data/Reporting for Practice Areas: **

• Prepare monthly updates on practice area revenues and growth progress – via Power BI preferred approach.
• Analyze data relevant to practice areas to support decision-making processes.
• Assist in preparing regular reports on performance, client engagement, and other metrics as needed.
• Support the management of practice area teams, ensuring data accuracy and completeness.

Client Contract Support:

• Support in the organization of client contracts, management of upcoming renewals/planning, proposed rate changes and response to RFP’s.
• Where appropriate, be the MDD representative in the collection and sharing of information required from client procurement departments.

System Support:

• Provide timely assistance to users experiencing software issues.
• Conduct training sessions for users to enhance their understanding of software applications and maximize utilization.

Skills, Knowledge & Expertise

Qualifications:

• Education: Bachelor’s degree or higher in related discipline.
• Power BI and Excel at an advance level.
• Experience with Deltek VantagePoint a plus.

Experience:

• Previous experience of Finance Systems (Reports) Design, Development and Administration
• One to three years of experience as a business analyst working with Finance processes.
• Expertise with Power B, Excel and familiarity with Microsoft Teams and MS Office Suite.

Skills:

• Attention to detail and a proactive approach to problem-solving.
• Strong analytical skill to collect and assess data.
• Excellent written and verbal communication skills.
• Solid organizational skills with the ability to manage multiple tasks simultaneously.
• Ability to work collaboratively with diverse teams.