Financial Services Data Strategy and Reporting Manager

Financial Services Data Strategy and Reporting Manager

Requirements

• Bachelor’s degree in computer information systems, Computer Science, or related field, or equivalent experience
• A minimum of eight years of experience implementing technology in financial services
• A minimum of five years of experience with data visualization and ERP systems
• Proven experience supporting or working within a financial services organization
• Significant project management experience with varied methodologies and tools
• A thorough understanding of data strategy trends and visualization applications
• Working knowledge of robotic process automation and artificial intelligence in financial applications
• Experience applying statistical methods to draw insights and support business decisions
• Understanding of data warehousing technology and approaches
• Excellent communication skills, written and verbal, with a service mindset
• Willingness and proven ability to mentor student employees

Responsibilities

• Evaluate, recommend, and when approved, implement emerging technologies (e.g., Robotic Process Automation, Artificial Intelligence) to improve financial processes
• Train Financial Services team members on report writing and data visualization applications
• Create ad hoc reports to address financial reporting needs of Division and campus users
• Design and maintain financial and data visualization reports using Workday and other tools
• Collaborate with Financial Services leadership, OIT, and ESG to provide recommendations on finance data strategies, including the maintenance and effective use of the finance data pipeline
• Supervise student employees and provide direction, mentorship, and performance evaluations

Preferred Qualifications

• MBA, CPA, CMA, or equivalent credential
• Familiarity with Workday financial and reporting environments
• Proven experience teaching and training non-technical, financial teams in using new applications