✦ Luna Orbit — Finance & Accounting

Untitled Position

at Company

Onsite Posted March 30, 2026
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Position Details

Type Full-Time
Experience mid
Exp. Years 2+ years
Education Not specified
Category Finance & Accounting

About this role

Support Private Wealth fundraising reporting, analytics, and data management; collaborate with tech teams to monitor data feeds and ensure data integrity; prepare management-ready presentations.

Key Responsibilities

  • Support global fundraising reporting across flagship perpetual fund offerings
  • Generate actionable insights through analysis
  • Prepare presentations for senior management
  • Manage datasets and tools for reporting
  • Collaborate with technology and data teams to monitor data feeds

Technical Overview

Stack includes Excel, PowerPoint, Tableau, Salesforce, Sigma; strong data management and reporting capabilities; cross-functional collaboration with technology teams.

Ideal Candidate

The ideal candidate is a mid-level financial reporting analyst with 2+ years in financial services, strong Excel/PowerPoint and Tableau/Salesforce/Sigma experience for PW initiatives.

Must-Have Skills

2+ years of experience in financial services or asset managementPrior sales reporting or FP&A experience a plusExcel and PowerPoint proficiencyTableauSalesforceSigma

Nice-to-Have Skills

Prior FP&A experience is a plusExperience collaborating with technology teams

Required Skills

2+ years in financial services or asset management; Excel; PowerPoint; Tableau; Salesforce; Sigma; strong analytical and problem-solving skills; data management; data analysis; fundraising reporting

Hard Skills

ExcelPowerPointTableauSalesforceSigmaData managementdata analysisfinancial reportingmodeling

Soft Skills

Interpersonal communicationAnalytical thinkingTeamworkProblem-solvingAttention to detail

Industry & Role

Industry Financial Services
Job Function Support PW fundraising reporting and analytics with data management and cross-functional collaboration
Role Subtype Financial Analyst
Tech Domains Tableau, Salesforce, Sigma, Microsoft Excel, PowerPoint

Keywords for Your Resume

financial reportinganalytical skillstableausalesforcesigmaexcelpowerpointdata managementdata analysisfundraising reportingmid-level analystprivate wealthfundraisingdata feedstechnology coordination2+ years of experience in financial servicesExcelTableauSalesforceSigmaFP&A
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