This job is responsible for supporting Business Managers by completing administrative and financial functions for a group
Job Summary
This job is responsible for supporting Business Managers by completing administrative and financial functions for a group.
Key responsibilities include supporting financial reporting, budgeting/forecasting, client data management, oversight of audit/compliance requirements, business planning and preparing presentations for senior management.
Champion operational excellence, utilizing Co-Pilot, Excel macros and other allowable AI tools to make processes more efficient.
Matching Summary
This job is responsible for supporting Business Managers by completing administrative and financial functions for a group.
Skills & Requirements
Must-have
Microsoft Co-Pilot, Excel, SharePoint proficiency
Financial reporting and budgeting
Client data management
Audit and compliance oversight
Business planning and presentations
Risk analysis and reviews
Nice-to-have
Intellectually curious
Ability to think outside the box
Champion operational excellence
Continuous improvement mindset
Adaptability and reliability
Key Requirements
Proficiency in Microsoft Co-Pilot, Excel, SharePoint