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Protocol Intelligence
Data-driven signals on your job's competitivenessHybrid metro role with common mid-level data/reporting skills and a 3-year requirement increases applicant competition.
Private equity reporting and financial-statement expertise raises industry specificity and reduces cross-industry transferability.
Explicit 3+ years and mandatory SQL, Snowflake, Power BI and ETL skills increase shortlisting rigidity.
Job Description
Structured overview of role & requirementsAbout This Role
Perform ETL and data processing across multiple data sources using AI-enabled tools, SQL, Power BI, Snowflake for accurate portfolio company reporting.
Prepare private equity fund reports covering invested capital, distributions, fair value, EBITDA, ensuring data quality and compliance with client-specific standards.
Support operational excellence via quality control, onboarding assistance, coordination with stakeholders, resolving data queries, and driving process improvements.
Minimum Requirements
Bachelor's degree in Accounting, Finance, Mathematics, Computer Science, Information Systems, Engineering, or related field.
Minimum 3 years experience in financial services focused on data extraction, analysis, ETL, reporting, and analytics.
Proficiency with SQL, Snowflake, AI-enabled data tools, Power BI, Tableau, and Macro/VBA is mandatory.
Strong understanding of financial statements and private equity reporting metrics is required.
Ideal Candidate Profile
Experienced in financial data processing and reporting with a strong grasp of accounting concepts and private equity metrics.
Capable of managing multiple priorities and stakeholders effectively with a focus on data accuracy and quality control.
Skilled in advanced data transformation, validation, and visualization using modern analytics and data warehouse tools.