Description
Duties and Responsibilities:- Manages the development of meaningful client debt cancellation reporting, specifically managing the day-to-day development and production process in coordination with our systems team to generate custom daily, weekly, monthly, quarterly, semi-annually, and ad hoc reporting as needed for the custom client branded programs.
- They would also create and QA reports specific to the client each month-end.
- MANAGES the deployment of client daily, weekly, monthly, quarterly, semi-annually, and ad hoc reporting as needed to convey a 360 degree review of the clients' debt cancellation program across all functional areas.
- Coordinates with AIM functional teams and partners to succeed in timely distribution of all reporting.
- SUPPORTS the VP of Reporting in organizing tasks and information to effectively deploy meaningful client reporting while meeting/exceeding client expectations.
- WRITES, DEPLOYS and MAINTAINS queries and stored procedures with high level SQL experience to support both internal and client delivery of daily, weekly and monthly reporting as well as analytical support and data requests.
- CREATES/UPDATES programming reporting data to a final delivery form through use of Excel, Access, or other acceptable form to create custom client reporting.
- WRITE batch files or VBS scripts in support of reporting automation.
- COORDINATES the gathering of client data from functional areas for REVIEW and INPUT into client reports as assigned.
- REVIEWS and ASSESSES data being reported, alerting team members of any issues or trends that should be acted upon.
- DELIVERS custom reporting to clients on a timely basis through email, ftp sites, etc.
- DOCUMENTS and MAINTAINS our records of report development work and communicates progress to AIM team members and clients.
- PUBLISHES an inventory of reports and other contact points periodically.
- MAINTAINS reference tables in support of accurate client reporting.
- PLANS and prepares for new clients, new programs, and new reports occurring in the day-to-day process by working together with those providing data and developing the new reports and gaining a working knowledge of the new reports.
- MAINTAINS a work structure and records to enable extensive multi-tasking while keeping track of deliverables owed and deadlines. Re-prioritizes tasks as required to accomplish each days' work.
- MAINTAINS good working relations with client contacts, key members of the team and external resources.
- ATTENDS TO DETAILS with excellent written and verbal communication skills, extreme detail focus to avoid re-work and errors, and 100% follow-thru on outstanding items.
- MANAGES completion of specific reporting requests/tactics as assigned.
Required Experience:
- 5-7 years Financial Analysis preferred. Bachelor Degree preferred.
- SQL experience is critical; 3-5 years of T-SQL experience.
- Candidates will be tested on site for SQL proficiency.
- MS Office suite: expert user in Excel, Access and PowerPoint are critical
- Must be able to present and communicate, both written and orally, to clients.