Data and Reporting Executive
2 weeks ago
**Key Responsibilities
- Prepare regular management reports on key performance drivers of the sales channels
Monthly MI reporting, Daily Sales Report)
- Collate various manufacturer sales data and upload into agent portal.
- Prepare and monitor Tactical Incentive results, provide periodic progress reports required by the stakeholders.
- Validate on yearly basis for Promotions/Demotions of Wealth Managers.
- Support the Manager on Yearly basis FA Questionnaire to MAS.
- Support the Manager to identify and implement automated processes for department. conducting user acceptance testing to ensure changes are in accordance with business needs.
- Attend to various reporting or ad hoc projects
- Minimum 1 year of relevant working experience, preferably with business performance reporting/analyst experience
- Diploma in Accounting/ Business studies/Data Sciences or related disciplines
- Advanced proficiency in Microsoft Excel (Pivot Table,
Advanced Formulas:
Xlookup, Nested Ifs, SUMIF, COUNTIF)
- Able to create a report template from scratch with Excel.
- Proficiency in database query languages like SQL, VBA Macros or other programming skills like Phyton is a plus
- Strong attention to detail, analytical and enjoy solving problems.
- Genuine interest and desire to partner the business through innovating with technology and the use of data
- Must have good communication skills.
- High level of integrity takes accountability of work and good attitude over teamwork.
- Takes initiative to improve current state of things and adaptable to embrace new changes.
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