Olive Tree Consulting Group
Reporting Specialist
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About the Role
We are supporting a major financial services client with a project focused on improving their internal decision making and management rhythms. This Reporting Specialist role is central to keeping that work organized and visible. You will work closely with our advisory team to ensure that every commitment made during client sessions is tracked and reported clearly.
At Olive Tree Consulting, we believe that clear reporting is the foundation of good management. This role exists because management teams often lose track of what was decided and who is responsible for the next step. As a Reporting Specialist, you will help bridge that gap by maintaining the written records that our clients use to stay on track. This is not about complex spreadsheets or automated dashboards: it is about honest, plain summaries that help people do their jobs. This position is a permanent, full-time role and is conducted entirely on a remote basis, allowing you to support our consultants and clients from your own workspace.
What You Will Do
- Participate in internal and client sessions to capture specific outcomes and pending actions.
- Draft weekly progress summaries that highlight where work is stalling or where priorities have shifted.
- Maintain the central record of project milestones and ensure all documentation is filed correctly.
- Standardize notes from multiple workstreams into a single, readable format for leadership teams.
- Cross-check different project updates to identify contradictions or overlooked dependencies.
- Support the advisory team with administrative preparation for upcoming management workshops.
- Update internal project trackers to reflect the current status of various advisory tasks.
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What We Are Looking For
- A habit of clear and concise writing. You prefer short sentences and plain language over corporate jargon.
- Strong attention to detail. You notice when a deadline in one report does not match the timeline in another.
- Comfort with routine. You find satisfaction in keeping a system orderly and up to date.
- A calm approach to deadlines. You can process information quickly without losing accuracy.
- Strong listening skills. You can hear a long discussion and distill it into three or four concrete points.
- Reliability in a remote setting. You are comfortable managing your own schedule to meet project needs.
Helpful Background
- Experience using common document and spreadsheet tools for basic data entry and formatting.
- A background in writing, perhaps from university coursework or a previous administrative role.
- Familiarity with tracking tasks or managing projects in a professional or academic setting.
- An interest in how organizations function and why some teams work better than others.
- Experience coordinating information across different groups or individuals.
What We Offer
This is a fully remote position that offers the flexibility to work from your preferred location without the need for travel. The pay for this role is competitive and reflects the value of the support you provide to our consulting team. We provide a work environment that values quiet time for focused tasks and respects your personal schedule. This is a chance to see how senior leadership teams behave and solve problems from behind the scenes while building a career in advisory support.
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About Olive Tree
Olive Tree Consulting Group is a focused advisory practice that helps leadership teams solve recurring management issues. We typically work on the space between strategy and daily execution. A team can have very capable people and still find that decisions keep reopening, priorities stall, or responsibility remains unclear. These are rarely personality problems; they are structural habits that have not kept up with the company's growth.
We favor practical changes over large-scale transformation programs. Our work involves looking at how decisions are made, how meetings are run, and how ownership is recorded. We prefer useful written notes and clear ownership over polished presentations and vague alignment. Good advisory work should make things plainer and leave the team with a rhythm they can continue on their own.
The firm is built on the principle that memory is not a management system. We help teams create the smallest possible written record to support their work so that important follow-up does not depend on who was in the room or who has the best memory. The goal is a quieter management pattern that makes the existing work easier to lead.
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