Business Reporting & Insights Lead, AVP

Business Reporting & Insights Lead, AVP

Role Overview

The Business Reporting & Insights Lead is part of the Wealth Management COO team. This role develops and delivers reporting and analysis to track business activity, growth, and performance, as well as identify trends, drivers, and insights that support better business decisions. We are seeking someone who is proactive, curious, and independent, with strong analytical skills and attention to detail. Five years of experience in business reporting, financial analysis, or a related analytical field is required.

Key Responsibilities:

• Lead end-to-end reporting cycles, including data gathering, validation, commentary, review, and final delivery.

• Deliver clear, concise reporting and analysis that explains performance trends, key drivers, and notable items requiring management attention.

• Maintain strong quality control and reconciliation across reporting outputs to ensure accuracy, consistency, and alignment with broader firm reporting.

• Investigate reporting issues, identify root causes, and coordinate with relevant partners to resolve problems at the source.

• Improve reporting processes by reducing manual steps, eliminating unnecessary handoffs, and using AI and other tools where appropriate to increase efficiency and consistency.

• Support ad hoc analysis and quick-turn requests by framing issues clearly, validating assumptions, and delivering structured, decision-oriented output.

• Partner effectively across business, finance, technology, and data teams to improve transparency, strengthen reporting discipline, and support decision-making.

Required Qualifications:

• 5 years of experience in business reporting, financial analysis, management reporting, or business intelligence.

• Strong analytical skills and attention to detail.

• Proficiency with Excel, BI tools, and reporting platforms, and the ability to learn new systems and understand reporting data flows.

• Experience building repeatable reporting processes and using simple automation to reduce manual effort and improve consistency.

• Clear communication skills for business stakeholders and senior management.

• Strong understanding of common business and financial measures used to assess performance and support management decision-making.

• Demonstrated independence and ability to manage competing priorities.

Preferred / Nice-to-Have Experience

• Experience in Wealth Management or a related business area.

• Experience working with technology teams to shape scalable reporting solutions and support design and testing as needed.

• Exposure to AI tools or practical applications of AI that improve reporting, analysis, or workflow efficiency.

New York, NY Full Time Base Salary Range of $125,000-150,000. 

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