Specialist, Platform Reporting

Focusfinancialpartners

St. Louis, MO, United States
Base: $60,000 - $90,000; bonus/equity: annual cash...
On-site
Reporting platforms and data outputs
Reliable execution and configuration support
Issue resolution for accurate reports
The Specialist, Platform Reporting supports the day-to-day operation and maintenance of the organization’s reporting platforms and data outputs

Job Summary

  • The Specialist, Platform Reporting supports the day-to-day operation and maintenance of the organization’s reporting platforms and data outputs.
  • This role focuses on reliable execution, configuration support, and issue resolution to help ensure reports are accurate, timely, and aligned with established standards.
  • The specialist works closely with platform managers, analysts, and data teams and is expected to operate with increasing independence in a production reporting environment.

Matching Summary

The Specialist, Platform Reporting supports the day-to-day operation and maintenance of the organization’s reporting platforms and data outputs.

Salary

Base: $60,000 - $90,000; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Reporting platforms and data outputs
  • Reliable execution and configuration support
  • Issue resolution for accurate reports
  • Data quality monitoring and investigation
  • Documentation of reports and processes

Nice-to-have

  • Increasing independence in production environment
  • Onboarding and training support for tools
  • Basic financial or investment reporting familiarity

Key Requirements

  • Bachelor's degree or equivalent experience
  • 1+ years of experience in reporting, operations, data, or technology support
  • Experience with structured data and reporting tools
  • Experience with Orion or Addepar preferred
  • Experience in financial services or wealth management a plus

Work Rights

Not specified

Tailored Resume

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