Supports Fund Management through regulatory communications, cost allocation, operational reporting, and analytics. Develops and maintains Access, Excel, SQL, and enterprise reporting solutions; integrates data across systems; improves data quality and workflows; and supports testing, validation, deployment, automation, and AI-enabled process enhancements. The role also serves as a technical subject matter expert and coordinates regulatory reporting while driving efficiency and cost savings.

Partner with U100 sales to drive small-business growth by delivering analysis, reports, dashboards, and strategic sales support. Recommend process improvements, correct operational errors, lead projects, train sales on platforms, and support renewals and financial/contract evaluations.