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tableau data visualization financial planning power bi domo📋 Description
- Lead end-to-end cost pool allocations; reflect activity and priorities.
- Act as SME on allocation strategy; guide stakeholders across units.
- Analyze complex data sets to deliver insights for leaders and fund teams.
- Collaborate with IT/data engineering to improve integrations and data quality.
- Create visualizations and reports on trends, cost drivers, and efficiencies.
- Document processes and ensure controls for accuracy and compliance.
🎯 Requirements
- Bachelor's degree in business/finance/accounting/economics or related field.
- 6+ years in accounting/finance/audit/fund admin/cost allocation.
- Audit or fund compliance exp; reviewing fund documents; applying professional judgment.
- Ownership of recurring processes: allocations, fund billing, financial close.
- Exceptional written and verbal communication; BI tools proficiency: Power BI, Tableau, Domo.
- Strategic thinker with ability to translate technical data into business insights; collaborates with IT/data teams.
🎁 Benefits
- Medical, dental, and vision plans
- Health Savings Account with employer contribution
- Company-paid life and disability insurance
- 401(k) savings plan with company match
- Comprehensive PTO: vacation, holidays, sick time, and bereavement
- Volunteer time off and Paid Parental Leave
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