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Protocol Intelligence
Data-driven signals on your job's competitiveness3-year mid-level finance/data role in metro with generalist tech skills drives medium competition.
Private equity reporting and accounting focus makes cross-industry transferability limited.
Explicit 3+ years, financial services/private equity experience, and mandatory SQL, Snowflake, Power BI increase strictness.
Job Description
Structured overview of role & requirementsAbout This Role
Perform ETL and data validation using AI-enabled tools, SQL, Power BI, Snowflake to support private equity client reporting.
Prepare accurate portfolio company financial reports (invested capital, distributions, fair value, EBITDA) adhering to client standards.
Conduct data quality reviews, maintain reporting templates, resolve data queries, and recommend process improvements to enhance reporting efficiency.
Minimum Requirements
Bachelor's degree in Accounting, Finance, Mathematics, Computer Science, Information Systems, Engineering, or related discipline.
Minimum 3 years experience in financial services focusing on data extraction, ETL, reporting, and analytics using SQL, Snowflake, Power BI, and AI tools.
Strong understanding of financial statements and private equity reporting metrics.
Work Experience Required: 3 years in relevant financial data and reporting roles.
Ideal Candidate Profile
Experienced in financial data processing and private equity portfolio reporting with proficiency in advanced data transformation and validation.
Comfortable handling multiple priorities and collaborating with stakeholders in a structured operational environment.
Demonstrates strong attention to detail and commitment to continuous improvement in data quality and reporting processes.