Description
Responsible for financial reporting and data analysis for a specific business unit (Private Wealth), division or product based upon data in the Black Diamond portfolio reporting system. Supports the business by providing financial reporting and analysis to aid other operations/PW teams and gives guidance and advice on portfolio reporting data or issues. Responsibilities typically include adherence to controls for risk reporting, quality control of reporting, and data/account reconciliations.
Primary responsibilities include
- Primary focus is on daily deliverable of routine and ad hoc requests with defined outputs, while at the same time developing knowledge of the broader context in which the Work is being performed.
- Maintains Black Diamond portfolio database by onboarding new clients and reconciling various data points and portfolio performance for accuracy.
- Creates reports based upon data in Black Diamond, interpreting data and identifying trends.
- Applies general knowledge of business developed through education or past experience to recognize inaccuracies and flawed data; creates and tests job aides based on procedures and steps to be used for cross-training and new hire training.
- Ensures reporting of productivity, quality and other ad hoc requirements are in an accurate and timely manner.
- Extracts, prepares, and analyzes data while also resolving data issues and discrepancies for reporting.
- Creates and tests job aides for training.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Minimum 5 years of experience in a professional office setting as part of a collaborative team sharing workload and communicating updates and priorities,
- Demonstrated experience for 3+ years in high profile client service (internal or external) delivering a detailed work product for usage in client communication
- Demonstrated proficiency in Excel with filtering and organizing data, including Logical, Lookup, and Text functions; Pivot Tables; and Data validation
- Must possess and display excellent organization and communication skills
- Excellent time management and prioritization skills
- Ability to handle high volume requests with strong attention to detail
- Follow up and monitoring of time sensitive tasks
- Must have strong knowledge of Excel, including Logical, Lookup, and Text functions; Pivot Tables; and Data validation
- Must be able to work independently and as a team; specifically using a shared mailbox and a Teams channel
- College degree preferred, but not required
Hours & Work Schedule
- Hours per Week: 40
- Monday - Friday
Pay Transparency
The salary range for this position is $26 - $30 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all applicants for employment and colleagues without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
