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Protocol Intelligence
Data-driven signals on your job's competitivenessMid-level metro data reporting role with common SQL/PowerBI skills yields medium competition.
Requires financial services and private equity reporting expertise, limiting cross-industry transferability.
Explicit 3+ years plus mandatory SQL, Snowflake and PowerBI skills creates medium strictness in shortlisting.
Job Description
Structured overview of role & requirementsAbout This Role
Perform ETL and data processing using AI-enabled tools, SQL, Power BI, Snowflake to support reporting and analytics for private equity portfolio companies.
Prepare accurate portfolio company reports including invested capital, distributions, fair value, EBITDA, ensuring client-specific compliance and reporting standards.
Conduct data quality reviews, consistency testing, document exceptions, escalate discrepancies, and contribute to process improvements and operational efficiency.
Minimum Requirements
Bachelor's degree in Accounting, Finance, Mathematics, Computer Science, Information Systems, Engineering, or related field.
At least 3 years of experience in financial services with data extraction, analysis, ETL processing, reporting, and analytics.
Proficiency with SQL, Snowflake, AI-enabled data processing tools, Power BI, Tableau, and Macro/VBA.
Strong understanding of financial statements, accounting concepts, and private equity reporting metrics.
Ideal Candidate Profile
Experienced in financial data handling with strong skills in ETL, database querying, and visualization tools in private equity or financial services domain.
Detail-oriented and quality-driven with demonstrated ability in data validation, exception handling, and reporting accuracy.
Capable of managing multiple priorities and collaborating with stakeholders to continuously improve reporting processes.