AVP, Business & Reporting Analyst

Responsibilities

• Lead the preparation of fundraising and projections for Brookfield Private Wealth in collaboration with Finance, Fundraise Management and Institutional.
• Manage data and presentation materials for Brookfield Private Wealth Operating Committee and Executive Board.
• Oversee distribution of fundraising communications and International Reporting Files.
• Support forecasting and re-forecasting processes across Brookfield’s Finance Teams.
• Evaluate and recommend new data sources, reporting tools, and visualization techniques to enhance analytical capabilities.
• Ensure data integrity, accessibility, and consistency across reporting platforms to enable effective management of the Global Sales Organization.
• Transform large, complex datasets [CRM activities, transactions, and industry data] into concise, actionable insights and recommendations tailored for executive audiences.
• Synthesize data into compelling narratives and visualizations that support decision-making at the senior leadership level.
• Develop automated reporting and reconciliation systems in excel to streamline financial tracking and performance oversight to reduce reporting time.
• Collaborate with overseas technical teams to design and build PowerBI dashboards [bridge the gap between the business and technical build].
• Build and design forecasting models to evaluate global distribution expansion scenarios and support data-driven strategic recommendations.

Qualifications

• A Bachelor’s degree [or foreign equivalent] in Economics, Finance, Data Science or a related field.
• 6-8+ years of experience in process optimization, project management, data analysis + reporting, or workflow automation role.
• Working experience of Snowflake, SQL, Tableau, PowerBI, or similar data visualization tools is preferred.
• Advanced proficiency in Microsoft Excel and PowerPoint, with a strong emphasis on building senior management presentations and data storytelling.
• Demonstrated experience working with large and complex datasets, with the ability to distill findings into executive-ready materials.
• Strong analytical, problem-solving, and communication skills, with the ability to present insights.
• Exceptional attention to detail with a strong focus on data accuracy and quality control.
• Highly organized with the ability to manage multiple deadlines in a fast-paced environment.
• Process-oriented mindset with a strong client-service approach.