Data, MI, and Reporting Specialist

Key Responsibilities:

Reporting and Insights:

• Generate detailed, actionable commission and revenue performance reports.
• Maintain and develop reporting dashboards for key metrics.
• Collaborate on regular operational and advisor revenue reports for business units and management (GMS and Advisor Support).

Data Management and Analysis:

• Extract, validate, and maintain accurate revenue, commission, and advisor/client data.
• Efficiently manage and process revenue information using the Commsplit system.
• Liaise with the Head of Division, Finance, and GMS to align reporting requirements with revenue processes.
• Identify and resolve commission data discrepancies to ensure accuracy.

System Utilization and Optimization:

• Streamline data management and reporting using the Commsplit system.
• Identify and recommend solutions for system/process inefficiencies.
• Automate reports.

Collaboration and Support:

• Assist the Manager in achieving commission and reporting KPIs.
• Liaise with financial advisors, product providers, and internal teams on data queries.
• Support Finance and GMS in preparing data for budgeting and strategic planning.

Continuous Improvement:

• Regularly enhance data management processes for efficiency, accuracy, and timeliness.
• Identify process improvement opportunities in data management and reporting.
• Stay updated on industry best practices and technological advancements.
• Collaborate to ensure reporting aligns with evolving business needs.

• Advantageous: Commission processing system knowledge.
• Proficient in MS Office Suite (Word, PowerPoint, Outlook), advanced Excel (pivots, macros, VLOOKUP, concatenate, data cleanup).
• Understanding of financial product categories and commission payment transaction flow.
• Experience with data models and visualization reporting packages (e.g., Power BI).
• Technical Expertise: Proficient in data management and reporting tools, especially Excel and preferably Power BI.
• Analytical Skills: Ability to analyze large datasets and extract actionable insights.
• Attention to Detail: Strong commitment to data accuracy and quality.
• Communication: Effective written and verbal communication for diverse stakeholders.
• Problem-Solving: Proactive in identifying and resolving data-related issues.
• Organizational Skills: Ability to prioritize and multitask in a fast-paced environment.

Benefits:

• Competitive salary based on experience.

If you meet the above requirements we will contact you within 3 working days