AVP, Business & Reporting Analyst

Location Brookfield Place New York – 225 Liberty Street, Suite 3501, Business – Private Wealth Overview The Brookfield Private Wealth team is seeking a Business + Reporting AVP to join the Global Business Management Team in its New York office. The role will coordinate monthly and 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 position is intended for a Business Intelligence professional with strong background in data science, business strategy and process optimization. Responsibilities Lead the preparation of fundraising and projections for Brookfield Private Wealth in collaboration with Finance, Fundraise Management and Institutional stakeholders. 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 so the Global Sales Organization has a single source of truth. Transform large, complex datasets—such as 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, reducing reporting time. Collaborate with overseas technical teams to design and build PowerBI dashboards that 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 Bachelor’s degree in Economics, Finance, Data Science or related field (or foreign equivalent). 6‑8+ years of experience in process optimization, project management, data analysis and reporting or workflow automation. Working experience with Snowflake, SQL, Tableau, PowerBI or similar data visualization tools. Advanced proficiency in Microsoft Excel and PowerPoint with strong emphasis on building senior‑management presentations and data storytelling. Demonstrated experience working with large, complex datasets and distilling findings into executive‑ready materials. Strong analytical, problem‑solving and communication skills with the ability to present insights. Exceptional attention to detail and focus on data accuracy and quality control. Highly organized and able to manage multiple deadlines in a fast‑paced environment. Process‑oriented mindset with a strong client‑service approach. Compensation Salary range: $135,000 – $150,000. Compensation structure includes a base salary and a short‑term incentive program (cash bonus) tied to performance. Equal Opportunity Employer Brookfield is committed to maintaining a positive work environment that is safe and respectful. We do not tolerate workplace discrimination, violence or harassment. Brookfield is an equal‑opportunity employer and welcomes diversity. #J-18808-Ljbffr Brookfield Asset Management