are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.
Key Review and lead the creation and distribution of recurring reports (daily, weekly, monthly, quarterly) while ensuring accuracy and timeliness.
- Manage and prioritize ad-hoc data requests from clients, often involving manual data extraction and consolidation from multiple sources.
- Serve as the primary point of contact for reporting-related queries and collaborate with clients to understand reporting needs and deliver actionable insights.
- Maintain and enhance reporting templates, documentation, and standard operating procedures (SOPs).
- Ensure data consistency, integrity, and compliance with internal data governance policies.
- Identify and implement process improvements or automation opportunities to reduce manual effort and improve efficiency.
- Manage stakeholder relationships by providing regular updates on reporting schedules, project availability, and delivery timelines; ensure weekly status communication to key business partners and leadership.
- Manage small teams, including mentoring junior team members and provide quality assurance for their deliverables.
Required Bachelors degree in business, Finance, Information Systems, or a related field.
7-10 years of experience in data operations, reporting, or business analysis, preferably in a financial services environment.Advanced proficiency in Microsoft Excel; working knowledge of PowerPoint and Word.Demonstrated expertise in data visualization and reporting tools (e.g., Power BI, Alteryx) and working knowledge of SQL are essential for success in this role.Strong organizational skills with the ability to manage multiple priorities and deadlines.Excellent communication and stakeholder management skills.Preferred Masters degree in finance or related field
Knowledge of data analysis and visualization toolsKey Attention to detail and accuracy
Critical thinking and decision-making skillsAbility to manage multiple priorities and meet deadlinesStrong interpersonal and collaboration skillsAdaptability and willingness to learn new technologies and processesAt RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance lifes demands, while also maintaining your ability to serve clients.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and / or employment / partnership.
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(ref : iimjobs.com)