We are seeking a highly organized and detail-oriented Reporting and Systems Specialist to play a critical role in supporting the Director of Finance Operations. This role involves creating and maintaining reports, dashboards, and other visual tools to present data in a clear and concise manner, as well as assisting users with technical inquiries and collaborating with various departments to ensure software solutions meet organizational needs.
Responsibilities will include collaborating with cross-functional teams, ensuring data accuracy and presenting information in a way that supports informed decision-making. This role will require excellent communication skills, a proactive approach, and the ability to work effectively in a fast-paced environment.
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Accurately analyze and collect data for various types of business reports.
- Create business reports that provide insight into key data points.
- Support various departments in reaching their goals through analysis.
- Utilize data visualization tools to help users understand complex data.
- May be responsible for additional projects or tasks.
Data/Reporting for Finance Department:
- Assist with the management of financial data.
- Prepare monthly and quarterly annual financial statements.
- Support budgeting and forecasting processes.
- Perform reconciliations and resolve discrepancies as needed.
Data/Reporting for Practice Areas:
- Prepare monthly updates on practice area revenues and growth progress – via Power BI preferred approach.
- Analyze data relevant to practice areas to support decision-making processes.
- Assist in preparing regular reports on performance, client engagement, and other metrics as needed.
- Support the management of practice area teams, ensuring data accuracy and completeness.
Client Contract Support:
- Support in the organization of client contracts, management of upcoming renewals/planning, proposed rate changes and response to RFP’s.
- Where appropriate, be the MDD representative in the collection and sharing of information required from client procurement departments.
System Support:
- Provide timely assistance to users experiencing software issues.
- Conduct training sessions for users to enhance their understanding of software applications and maximize utilization.
Qualifications:
- Education: Bachelor’s degree or higher in related discipline.
- Power BI and Excel at an advance level.
- Experience with Deltek VantagePoint a plus.
Experience:
- Previous experience of Finance Systems (Reports) Design, Development and Administration
- One to three years of experience as a business analyst working with Finance processes.
- Expertise with Power B, Excel and familiarity with Microsoft Teams and MS Office Suite.
Skills:
- Attention to detail and a proactive approach to problem-solving.
- Strong analytical skill to collect and assess data.
- Excellent written and verbal communication skills.
- Solid organizational skills with the ability to manage multiple tasks simultaneously.
- Ability to work collaboratively with diverse teams.
We are a specialist professional services and technology firm, working in partnership with leading insurance, highly regulated and global businesses.
We help our clients to manage risk, operate their core business processes, transform and grow. We deliver professional services and technology solutions across the risk and insurance value chain, including excellence in claims, underwriting, distribution, regulation & risk, customer experience, human capital, digital transformation & change management.
Our global team of more than 8,000 professionals operate across ten countries, including the UK & the U.S. Over the past ten years Davies has grown its annual revenues more than 20-fold, investing heavily in research & development, innovation & automation, colleague development, and client service. Today the group serves more than 1,500 insurance, financial services, public sector, and other highly regulated clients.
