Financial Benchmark Consultant

The Financial Benchmark Consultant will be responsible for data analysis and report delivery for our financial benchmarking products. The Financial Benchmark Consultant will also contribute to consulting analyses and client trend presentations. This position involves tight delivery deadlines.

DUTIES WILL INCLUDE, BUT ARE NOT RESTRICTED TO:
Analysis of general ledger data
Preparation of Access queries used to assist the normalization process
Creation and maintenance of ad hoc Excel/Analysis Services reports
Control and reconciliation of financial data SKILLS:

EDUCATION, EXPERIENCE AND TECHNICAL SKILLS
Bachelor's degree in accounting, finance, economics, business administration or a related field
Wealth Management Industry knowledge
8-10 years of financial/management reporting experience, accounting/GL
Advanced Excel skills (including confident use of VLookups, IF statements, Pivot Tables, Data Sort, Filters)
Proficiency with Microsoft Access/SQL
Familiarity with Microsoft Analysis Services and/or other OLAP tools
Excellent understanding of financial ledger reporting.

PERSONAL ATTRIBUTES
Well organized and delivery driven with good completion skills
Ability to work under pressure
Should have a flexible attitude and be able to cope in a demanding environment.