You'll assess the need for new client creation by analyzing existing customer data, exercising sound judgment to avoid redundancies. Your diligence in maintaining accurate and complete client information will enable the data to serve a variety of critical use cases across the firm.
You'll also conduct periodic reviews and data cleanup activities to uphold the highest standards of data quality. This requires a strong ability to analyze data, synthesize insights, and identify opportunities for improvement. Staying informed about process updates and assessing the upstream and downstream impact of changes will be key to your success.
You'll work closely with cross-functional teams to achieve shared goals, maintain transparency in daily operations, and proactively address challenges. As a team player, you will contribute to a culture of trust, excellence, and continuous improvement.
Additionally, you'll ensure that process documentation is regularly updated and maintain learning logs to identify risks and opportunities from a data management and consumption perspective.
Your qualifications and skills
- Graduate in finance / accounting (F&A) with 2-3 years of experience in data analysis or 4-5 years of experience in F&A Operations
- Proficiency in MS Excel
- Hands on experience in Power BI and Tableau preferred
- Demonstrated experience with generative AI tools would be an added advantage
- Ability to work collaboratively in a team environment
- Skills to communicate complex ideas effectively
- Ability to communicate clearly and effectively in both verbal and written forms, in English as well as the local office language