Data and Reporting Executive
5 days ago
We are hiring a Data & Reporting Executive to join the Operations Team in SFA. If you are a resourceful, independent with the capabilities to study data and relate to business growth and operations, do not miss this career opportunity to be part of the evolving business in the insurance space
**Key Responsibilities
- Prepare regular management reports on key performance drivers of the sales channels. (eg: 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
**Requirements
- 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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