This role will be primarily focused on supporting the LFO group by reporting and analyzing current and past trends in key performance indicators for advisor error and omissions, intended to provide financial decision support and commentary around the business performance. Also, the role will require supporting any ad-hoc projects based on the business needs.
Prepare periodic reports and dashboards for Sr. Management reviews
Monitor and analyze current and past trends impacting business performance including expenses and recoveries, and providing high level story/detailed comments
Deep dive in order to reconcile advisor E&O expenses and recoveries through various sources of information under strict timelines
Provide support on ad-hoc projects based on the business requirements
Proficiency in MS Office applications (Word, Power Point and Excel)
Financial Analysis and problem solving experience
Strong communication, interpersonal, organizational and time-management skills