Reporting Specialist - Iași
11 ore în urmă
Descrierea jobului
As a Reporting Specialist within the Portfolio Management Office, you will be the go-to person for accurate and insightful reporting that supports investment analysis, performance tracking, and stakeholder engagement.
Your data fluency and analytical mindset will fuel high-quality decision-making across the business.Your Day-to-Day Will Include:
Preparing monthly, quarterly, and ad-hoc reports on fund and portfolio company performance for internal and external stakeholders.
Ensuring data consistency and integrity across internal databases, dashboards, and reporting platforms.
Coordinating data collection cycles, including user access setup and sending standard templates to stakeholders.
Managing and continuously improving Excel models and internal templates.
Supporting the Investor Relations and Investment teams with tailored reporting and presentation materials.
Responding promptly to data and reporting requests, ensuring accuracy and clarity under tight deadlines.
Contributing to the automation and optimization of recurring reporting processes.
Performing variance analysis, trend identification, and highlighting data-driven insights.
Collaborating cross-functionally to improve reporting quality, transparency, and efficiency.
You'll Need to Have:
Educational Background:
University degree in Finance, Economics, Data Analytics, or Business.
Experience: 2+ years in a reporting, financial analyst, or data analyst role, preferably within private equity, banking, or financial services.
Tech & Tools Mastery:
Advanced Excel skills and hands-on experience with VBA.
Analytical Thinking:
Strong data interpretation skills and an eye for turning numbers into narratives.
Communication:
Excellent English (written and verbal). Ability to present complex findings clearly to both technical and non-technical audiences.
Detail Orientation:
High accuracy, low tolerance for errors, and a knack for catching data inconsistencies before they escalate.
Process Mindset:
Passion for continuous improvement, standardization, and efficiency.
Teamwork:
Cooperative, solutions-focused, and proactive in sharing knowledge and ideas.
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