The client is seeking a Business and Reporting Analyst to support reporting, data analysis, and project execution initiatives within a financial services environment in Merrimack, NH. This role focuses on managing large datasets, enhancing reporting frameworks, and driving process improvements using Excel and reporting tools. The job is open to candidates within the 100 miles radius of Merrimack, NH.
Key Responsibilities
Identify, design, and implement improvements to management, board, and committee reporting packages
Manage large datasets in Excel and develop reports for stakeholders
Evaluate existing process documentation and identify gaps in the new trust platform
Coordinate and lead project meetings to ensure timely execution and delivery
Gather and document business requirements and manage project plans
Required Skills (with Years)
Financial Services Experience (Trust/Fidelity preferred) 3 5 years
Microsoft Excel (data manipulation, reporting) 3+ years
Project Management 3+ years
Data Analysis and Reporting 3+ years
PowerPoint 2+ years
Preferred Skills
Power BI
Snowflake
Salesforce reporting experience