Location

Brookfield Place New York - 225 Liberty Street, Suite 3501

Business - Private Wealth

Job Description

The Position:

Brookfield Private Wealth is seeking a Business + Reporting AVP to join the Global Business Management Team in its New York office. The role will be responsible for coordinating monthly | quarterly reporting, forecasting, production-stage project execution and internal stakeholder-related deliverables across multiple business units within Brookfield Private Wealth and Global Client Group. This role partners closely with Business Management, Business Technology, Finance, Fundraise Management, Marketing and Senior Leadership to ensure timely and accurate production estimates, budget, reports and presentations.

This role is intended for a Business Intelligence professional with a strong background in data science, business strategy, and process optimization. The individual will leverage data-driven insights to enhance operational efficiency, improve decision-making, and support business growth across the organization. This role will also require advanced proficiency in database management, reporting automation, and business intelligence solutions.

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 [reporting platform is the single source of truth].
• 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:

The successful candidate will possess the following:

• 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.

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Salary Range: $135,000 - $150,000

Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.