
Senior Financial Reporting Professional
1 week ago
Job Overview:
We are seeking a seasoned professional to join our data team as a Reporting Manager. This role is ideal for someone with strong understanding of finance, particularly within asset management.
The ideal candidate will be able to independently lead projects, communicate effectively with stakeholders, document business requirements and mentor junior team members.
Key Responsibilities Include:
- Automation and Analytics Leadership
- Lead the design and delivery of automated reports using SQL and Power BI.
- Translate complex business requirements into scalable automation solutions.
- Oversee the maintenance and enhancement of existing automation tools.
- Mentor and guide analysts working on automation efforts.
Project Ownership and Stakeholder Engagement:
- Independently lead projects from inception to execution.
- Represent the team in cross-functional projects involving Data Solutions, IT and other business units.
- Ensure timely updates and deliverables are communicated to global stakeholders and leadership.
Process Improvement and Team Oversight:
- Proactively identify and lead opportunities for process automation or reengineering within the team.
- Coordinate with Data Solutions and IT teams to expand access to key datasets and infrastructure needed for reporting initiatives.
- Promote a culture of innovation and process improvement within the team.
Required Skills and Qualifications:
- 10+ years of experience in fund accounting, audit or financial services (with strong preference for asset management).
- 7-9 years of experience in data transformation, report automation and data analytics.
- Demonstrated experience leading data or reporting projects across business functions.
- Expert-level proficiency in SQL and Power BI.
Benefits:
- Delivering impactful, scalable reporting solutions that reduce manual work.
- Leading cross-functional projects that advance Oaktree's reporting strategy.
- Coaching and developing junior staff to enhance team capability and performance.
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