Finance Insights & Innovation Lead
Core
Design executive-level Power BI dashboards and transform complex valuation, risk, and financial data into actionable management information for senior stakeholders.
Role type
Senior IC Finance Insights & Innovation Lead (Data Visualization & Reporting)
Builds
Executive reporting packs, visual storytelling materials, and AI-enabled reporting solutions for senior leadership and Front Office.
Domain
Financial Services / Valuation Control & Risk
Deliverable
dashboards & analysis
Required skills
Power BI, data visualization, executive reporting, AI-enabled reporting, data consolidation, governance, team leadership
Preferred skills
Advanced analytics, storytelling, process improvement
Technologies
Power BI, AI-enabled tools
Responsibilities
Design and enhance executive-level Power BI dashboards; Transform complex valuation and risk data into clear management information; Own end-to-end consolidation of firm-wide valuation data; Create impactful reporting packs and presentations for senior leadership; Leverage AI-enabled capabilities to improve reporting efficiency; Partner with Finance, Risk, and Technology teams to develop innovative solutions; Support governance and audit-related reporting requirements; Lead and mentor a team of 3-4 individuals.