About this role
Join our Daily Revenue Reporting team and help deliver timely, reliable revenue reporting that supports business decisions and regulatory oversight. You’ll work with Product Controllers, Finance partners, and Technology teams across a range of businesses. This role offers exposure to financial products, reporting processes, and control practices in a fast-paced environment. We value analytical, detail-oriented professionals who are comfortable working collaboratively and improving processes.
As a Daily Revenue Reporting Analyst in the Daily Revenue Reporting team, you will produce and deliver management reporting and analysis for senior business stakeholders. You will support daily revenue reporting, monthly and quarterly review processes, and year-end close activities while partnering with Finance, Product Control, and Technology teams. You will also help maintain reporting tools, strengthen controls, and support process improvements.
Job Responsibilities
- Serve as a point of contact for Central Planning and Analysis teams and Product Controllers across business lines
- Produce daily revenue reports for senior management and regulatory audiences
- Support monthly, quarterly, and year-end business review and close processes
- Respond to queries and provide administrative support for in-house revenue reporting and scorecard tools
- Deliver accurate and timely reporting and information to stakeholders
- Partner with Technology teams on business requirements, reporting issues, and application functionality
- Coordinate with project teams to support timely delivery of management information and technology initiatives
- Prepare ad hoc management reporting and analysis
- Test application functionality with Technology teams and document results
- Follow control guidelines, maintain reporting quality, and escalate issues in accordance with established procedures
Required Qualifications, Capabilities, and Skills
- Undergraduate degree in Finance, Accounting, Technology, Economics, or a related field
- At least 1 year of experience in financial services
- Understanding of financial markets, instruments, and investment banking products
- Strong written and verbal communication skills, with ability to build effective working relationships
- Ability to manage complex tasks and competing priorities under time pressure
- Strong analytical and problem-solving skills, with close attention to detail
- Ability to work effectively with teams across locations
- Proficiency in Microsoft Excel, VBA macros, and Access
- Ability to maintain accuracy and high-quality work while following control and escalation procedures
Preferred Qualifications, Capabilities, and Skills
- Knowledge of SQL, Python, Qlik Sense, Sigma, Databricks, Tableau, or other business intelligence and dashboarding tools
- Experience with automation or technology-enabled process improvement
- Familiarity with financial reporting systems and product control scorecards
- Demonstrated interest in technology and its application to reporting and controls