Specialist, Platform Reporting

Focus Financial Partners•St. Louis, MO

16h•$60,000 - $90,000

About The Position

The Specialist, Platform Reporting supports the day-to-day operation and maintenance of the organization’s reporting platforms and data outputs. This role focuses on reliable execution, configuration support, and issue resolution to help ensure reports are accurate, timely, and aligned with established standards. The specialist works closely with platform managers, analysts, and data teams and is expected to operate with increasing independence in a production reporting environment.

Requirements

Bachelor’s degree in Business, Finance, Information Systems, or related field, or equivalent experience.
1–3 years of experience in reporting, operations, data, or technology support roles.
Experience working with structured data and reporting tools.
Strong attention to detail and commitment to data quality.
Ability to work independently within defined processes.
Basic familiarity with financial or investment reporting concepts preferred.
Experience with reporting platforms such as Orion or Addepar preferred.
Experience in financial services or wealth management a plus.

Nice To Haves

Basic familiarity with financial or investment reporting concepts preferred.
Experience with reporting platforms such as Orion or Addepar preferred.
Experience in financial services or wealth management a plus.

Responsibilities

Support day-to-day operations of reporting platforms and tools.
Configure and maintain standard reports and dashboards within established platforms.
Monitor report outputs and data quality; investigate issues and escalate as needed.
Support testing and validation of new reports, enhancements, and data changes.
Maintain documentation for reports, data definitions, and reporting processes.
Coordinate with platform managers, analysts, and data teams on assigned work.
Support onboarding and training efforts related to reporting tools and outputs.
Respond to and resolve routine user inquiries related to reporting.