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13 часов назад

Manager, Data Reporting

Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Manager, Data Reporting (Excel/Power BI): Leading data reporting and modeling for financial services and investor servicing operations with an accent on advanced Excel, Power Pivot, Power Query, DAX, and data quality. Focus on automating reporting processes, building dashboards and KPIs, integrating large datasets, and turning operational data into actionable business insights.

Location: Hybrid in Denver, CO; Boston, MA; Braintree, MA; or Kansas City, MO

Company

SS&C provides financial services and healthcare technology solutions for organizations worldwide.

What you will do

  • Lead a Transfer Agency data reporting team serving internal stakeholders and external clients.
  • Build and maintain advanced Excel data models with Power Pivot, Power Query, DAX, calculated columns, and KPIs.
  • Create interactive dashboards, executive reports, standardized templates, and reporting frameworks.
  • Automate manual reporting and business processes while improving accuracy, efficiency, and risk controls.
  • Integrate data from databases, flat files, APIs, and other systems.
  • Perform trend, variance, and ad hoc analyses and translate data into business insights.

Requirements

  • Bachelor’s degree in Finance, Business, Information Systems, a related field, or equivalent experience.
  • 5+ years of advanced Excel data reporting and data modeling experience.
  • Expert proficiency in Microsoft Excel, including Power Pivot, Power Query, data modeling, and complex formulas.
  • Experience developing DAX formulas, measures, calculated columns, and optimized Excel models.
  • Experience building financial or operational models with linked datasets, dashboards, and reporting outputs.
  • Background in data validation, governance, reconciliation, or audit controls.

Nice to have

  • Working knowledge of SQL, including joins, aggregations, and query optimization.
  • Experience with VBA, macros, or Office Scripts.
  • Experience with Power BI and enterprise business intelligence solutions.
  • Experience with large datasets, data warehousing, and relational databases.
  • Experience supporting finance, fund accounting, banking operations, or investment management.

Culture & Benefits

  • Exposure to modern platforms, industry experts, and large-scale enterprise environments.
  • Medical, dental, and vision coverage.
  • 401(k) plan with company match.
  • Paid time off, holidays, and parental leave.
  • Professional development reimbursement.

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