data analyst trust account reporting
- Location
- Greater London, England, United Kingdom
portfolio of trust accounts on behalf of individuals across the UK. The organisation is reviewing its reporting and reconciliation processes to improve efficiency, enhance data quality and reduce manual effort across finance and operational activities. Задачи: Gather and document current reporting and reconciliation processes; Conduct stakeholder interviews, workshops … discovery sessions; Analyse data sources, business rules, reporting requirements and process dependencies; Review existing spreadsheets, manual activities and reporting outputs; Perform data analysis and data quality assessments; Map end-to-end reporting and reconciliation workflows; Identify opportunities for automation, process optimisation and improved data management ...