Financial Reporting & Data Insights Manager

Gen II Fund Services; England; On-site; GBP 50,000 - 75,000; Full time

Job summary

Gen II Fund Services is seeking an experienced reporting professional in the United Kingdom to document and refine complex project requirements for financial reporting environments. You will collaborate with Client Service stakeholders, enrich requirements, and coordinate with development teams to ensure accurate data mappings and robust reporting templates.

The role requires 5–8 years in financial services reporting, strong MS Office skills, and familiarity with Qlik or similar BI tools.

Qualifications

• Bachelor’s degree required or equivalent.
• 5–8 years’ work experience in a reporting environment for Financial Services.
• Experience with data mapping and financial reporting.
• Strong written and verbal communication skills.
• Proven project management skills.
• Experience with Qlik or similar BI tools is a plus.

Responsibilities

• Work closely with Client Service stakeholders to document complex project requirements.
• Supplement and enrich incomplete requirements from stakeholders.
• Coordinate with development resources to explain complex requirements.
• Support proactive training for key clients to drive technology adoption.
• Coordinate with the Qlik team on major development projects.
• Build and customize complex reporting templates based on business requirements.
• Provide ad-hoc user support and education on data models and platforms.
• Serve as a technical SME for analysts and stakeholders.
• Other duties as assigned.

Skills

Data mapping

Financial services experience

Communication skills

Project management

Education

Bachelor's degree

Tools

Qlik

Excel

Word

PowerPoint

Outlook

Job description

Gen II Fund Services is seeking an experienced reporting professional in the United Kingdom to document and refine complex project requirements for financial reporting environments. You will collaborate with Client Service stakeholders, enrich requirements, and coordinate with development teams to ensure accurate data mappings and robust reporting templates.

The role requires 5–8 years in financial services reporting, strong MS Office skills, and familiarity with Qlik or similar BI tools.