Job Description
Position Summary
This role is part of the firm’s National Employee Enhancement Operations (NEEO) team, which aligns people processes and programs to deliver a consistent, high-quality employee experience. It partners across teams to drive initiatives with strong coordination and execution.
Reporting to the Lead Relationships Associate Director, this role owns the data infrastructure, reporting, and analytical processes that power one of the firm’s largest internal programs, supporting the program’s incentive and review
processes to ensure accuracy, transparency, and alignment across the Firm.
The position manages the program’s core data systems, reporting, and master files that support quarterly and bi-annual review cycles. It analyzes and translates complex data into clear insights, helping leadership monitor budgets, track accruals, perform reconciliations, and forecast future performance. This role also partners cross-functionally with Finance, Recruiting, People Operations, and Sales to implement program updates, manage incentive policies, and ensure systems reflect the firm’s evolving needs.
This is a highly analytical, internally focused role. It is not client-facing and is best suited for individuals who enjoy working with data, in systems, and analytical problem-solving. Ultimately, this position helps ensure the program operates efficiently, remains scalable and data-driven, and provides leadership with the insights needed to make informed decisions.
Essential Functions & Key Responsibilities
Data Analysis, Reporting & Systems Management
Own the design, integrity, and scalability of core data models, master datasets, and reporting infrastructure to support internal incentive reviews.
Design and implement automation workflows to reduce manual processing, improve data accuracy, and increase reporting efficiency.
Enhance and maintain core workbooks and reporting tools to ensure accuracy, efficiency, and consistency.
Continuously optimize reporting tools for performance, usability, and scalability (Excel, Power BI a plus).
Partner with People Operations, Recruiting, and Sales Operations to implement firmwide updates across systems and review processes.
Budget Analysis & Financial Oversight
Conduct monthly budget reviews, identifying reclasses and reconciliation items for Finance and internal team review.
Provide visual analytics and insights on participant budget usage throughout the