Associate – Workload Assessment
Core
Support firm-wide workload assessment by collecting data, performing analysis, and creating dashboards and reports to aid staffing and resource decisions.
Role type
Associate – Workload Assessment Analyst
Builds
Dashboards, presentations, and reports for firm leadership
Domain
Professional Services / Assurance
Deliverable
dashboards & analysis
Required skills
Microsoft Excel (Pivot Tables, XLOOKUP/VLOOKUP, SUMIFS), data analysis, dashboard preparation, Microsoft PowerPoint, stakeholder coordination, analytical problem-solving
Responsibilities
Assist in firm-wide workload assessment, Develop dashboards, presentations, and reports using Excel and PowerPoint, Collect and consolidate information from various teams and stakeholders, Perform data analysis to support decision-making, Ensure accuracy and timely completion of reports and presentations, Coordinate with managers and partners regarding staffing and workload matters
