- AUM, Sales & Revenue Tracking: Compile and report on assets under management, sales, and revenue for departmental and company-wide assessments.
- Market Research: Conduct research to gather data on market trends and competitor performance.
- Assessment of Buyback Offers: Evaluate offers for asset buybacks to determine their financial viability.
- Excel Reporting Tools: Develop and maintain Excel-based tools for monthly reporting to streamline data analysis.
- Cross-Department Collaboration: Work closely with various departments to prepare and deliver reports within tight deadlines.
- Stakeholder Communication: Liaise with business units across the organization to gather information and ensure alignment on reporting matters.
- Project Involvement: Participate in projects aimed at standardizing and optimizing internal tools and reporting systems.
- Policy Compliance: Monitor and ensure compliance with company policies and procedures.
- Objective Setting: Assist in setting and monitoring individual and departmental performance targets.
- Budget Implementation: Support the implementation of plans and programs as per the approved budget.
- Report Submission: Prepare and submit regular reports, providing recommendations for improvements.
- Process Enhancement: Carry out other related duties as assigned to enhance the efficiency and performance of the department.
- Must have a Bachelors in Accounting/finance
- Masters preferred
- Minimum 7 years of experience
