Analyst, Reporting Job Description

Analyst, Reporting Job Description

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Analyst, reporting provides guidance and respond to accounting policy questions from internal or external groups including fund accounting, operations, investor services, clients, auditors, etc.

Analyst, Reporting Duties & Responsibilities

To write an effective analyst, reporting job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, reporting job description templates that you can modify and use.

Sample responsibilities for this position include:

Extract data from multiple sources via Business Objects, MicroStrategy, SQL and other BI tools
Assist the Intake and Planning Manager in identifying the appropriate performance metrics for portfolio reporting
Support the portfolio by collecting, analyzing, interpreting and reporting financial and performance data
Support status report generation and keep other team members informed and up-to-date about the status/progress of intake, and all relevant or useful information related to day-to-day activities
Develop/produce additional ad hoc revenue analyses and reports on a regular basis
Gather reporting/analysis requirements from customers
Developing, enhancing, distributing and documenting standardized ad-hoc reports
Developing applications to aid in data entry and report generation
Researching reporting methods, procedures and/or applications to improve efficiencies in report generation
Performing audit processes for the data in the Marketing Database to ensure accuracy

Analyst, Reporting Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Analyst, Reporting

List any licenses or certifications required by the position: CPA, ITIL, APICS, CECRL, B2, COSO, V3, SAP, ACCA, CFA

Education for Analyst, Reporting

Typically a job would require a certain level of education.

Employers hiring for the analyst, reporting job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Accounting, Education, Computer Science, Engineering, Economics, Statistics, Mathematics, Business/Administration

Skills for Analyst, Reporting

Desired skills for analyst, reporting include:

Financial and regulatory reporting requirements
Financial instruments and their accounting treatment
Fund accounting systems
Accounting principles
Fund Administration and Accounting policies
Fund administration and valuation function and good understanding of the organisation
UK SORP and other relevant legislation
With particular reference to UK Collective Vehicles
SQL
Tableau

Desired experience for analyst, reporting includes:

A minimum of 2 years of Reporting analyst experience manipulating large data sets and interpreting data trends
Experience in online advertising is preferred
Proven ability to present complex concepts and data results in a clear and effective manner in published reports and verbally to Sr
Providing technical support to end users on Access, Excel and the Marketing Database
Balances Immediate and Long‐Term Priorities - Meets critical objectives while considering the impact of those activities on longer term goals
Develops and Inspires Others - Develops others, improving their skills/capabilities

Analyst, Reporting Examples

1

Analyst, Reporting Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of analyst, reporting. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst, reporting
  • Coordinate portfolio information and data to facilitate the due diligence process
  • Responsible for collecting portfolio information such as people, process, positioning and performance
  • Interface with other internal departments for RFP/RFI accuracy and completeness
  • Design and automate dashboards for Senior Management that would facilitate informed decision making
  • Solves in-depth business problems and completes analysis, is able to identify the root cause of issues and provide solutions
  • Design, develop and implement extensions to our global SAP BI reporting architecture focused primarily on leveraging the suite of SAP Business Objects tools (BO Universe development, WebI, BO Explorer, BO Visual Analytics, Xcelsius)
  • Work with business stakeholders to gather requirements, define project scope, develop timelines, design reports
  • Contribute to the development of the evolving reporting framework to meet business and regulatory reporting requirements for IT risk through the design of reporting formats, tools, and templates
  • Gather and document information from users regarding their reporting and analytical requirements
  • Provide regular performance insight on all aspects of the IDS, including line performance, agent performance
Qualifications for analyst, reporting
  • Advanced Excel skill, macro and/or VBA programming
  • Comfortable with web technology
  • Clarity experience is considered an asset
  • BCM plan maintenance experience is considered an asset
  • P&L report experience is considered as asset
  • Team player, able to work well with all levels of the firm, with outside professionals
2

Analyst, Reporting Job Description

Job Description Example
Our growing company is hiring for an analyst, reporting. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, reporting
  • Automate the production of reports using different tools and methodologies to enable quicker production, greater consistency, and lower rates of error
  • Work with supervisor and Sr
  • Provides servicing for all facets of Performance diverse suite of client approved reports
  • Understands and demonstrates knowledge of other RJ systems and reporting support applications other third party vendor applications such as Advent Axysand Albridge
  • Contributes feedback to overall improvement of the Portfolio Management and Brokerage Accounting systems, Client Reporting and assists in implementing corrective actions and solutions as necessary
  • Report key performance metrics to Executive Management
  • Support all Motorsports product groups and Area Marketing Manager with ad hoc analysis
  • Support management on key projects such as supply chain activities, monthly presentations, and sales analysis
  • Assist in developing sales targets and reporting for National Sales Manager
  • Assist in tracking District Manager sales incentives
Qualifications for analyst, reporting
  • Experience with creating Workday dashboard reports preferred
  • Experience with Workday operational experience in HR/Payroll a plus
  • Strong comfort level with new technologies and systems
  • Strong familiarity with computer applications including Excel, PowerPoint and Word
  • Bachelor’s degree prefer Commerce, BMS (or equivalent experience)
  • 2-4 years of MIS and data analysis experience in the financial services industry or equivalent experience
3

Analyst, Reporting Job Description

Job Description Example
Our company is looking for an analyst, reporting. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, reporting
  • Responsible for monitoring and revising Contact Center staff data and reporting along with entering applicable data into existing data entry systems (e.g., Microsoft SharePoint, MS Access/SQL databases, reporting dashboards)
  • Analyze business processes and assist customers in defining solutions to their business needs
  • Design, create, manage and fulfill requests for reports and information
  • Prepare ad-hoc reporting as directed
  • Create and deliver periodic reporting and data refreshes
  • Work closely with all levels of end users to quickly develop reports, which will be used to make tactical and strategic business decisions
  • Ensure ongoing quality and relevance of delivered reports
  • Review reports, analyze for key finding, and present to management for action
  • Proactively maintain ongoing data integrity in HRIS so that payroll/human resources information is 100% accurate
  • Develops internal audit tools and reports of HR programs supports external auditor projects
Qualifications for analyst, reporting
  • Advanced Excel, Access knowledge, ability to construct and maintain complex reporting and databases
  • Intermediate to advanced VBA knowledge, ease in handling all Excel/Access objects in code
  • Proficient in Business Objects
  • Proficiency with MS Office Suite, including a strong competency in MS Excel and MS Access with the ability to create Excel-based reporting support infrastructures leveraging such tools as Vlookups and Pivot Tables
  • Minimum 3 to 5 years of reporting experience in both the creation of new reports and preparation of existing reporting packages
  • Familiarity with the concepts of credit card risk management and the metrics typically monitored to ensure ongoing portfolio stability and prosperity proven ability to interpret data / performance metrics and transform the data into information for decision making purposes
4

Analyst, Reporting Job Description

Job Description Example
Our company is hiring for an analyst, reporting. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst, reporting
  • Design and deliver customized reports to HR field teams, line managers and top executives of the organization
  • Audit data access rules across the HR population to ensure the appropriate people are viewing the correct data
  • Write queries to pull source data needed for various HR projects
  • Working with Workforce Operations, work on complex data requests and metrics
  • Collaborates with stakeholders to establish policy and gather requirements for business rules related to reporting
  • Manages, maintains and enhancement of Report Center (a self-service and centralized reporting platform)
  • Produce daily, weekly, monthly and annual reporting for the Board and both centralised and field teams
  • Ensuring consistency and integrity within all reporting and data sources, and that information is presented as efficiently as possible
  • Making a proactive contribution to progressively improve financial reporting speed, quality and automation
  • Supporting teams with supplementary analysis and ad hoc data requests
Qualifications for analyst, reporting
  • Knowledge of MBNA/CUETS mainframe systems and IBM standard utilities
  • Ability to develop and execute JCL’s (Job Control Language)
  • Ability to construct scripts to extract data used for reporting and/or production investigations
  • Strong applied technical knowledge
  • Ability to quickly understand, acquire and apply new technical skills
  • Knowledge of TS2 and the Account Management Triad technical environment and applications supported is an asset
5

Analyst, Reporting Job Description

Job Description Example
Our company is hiring for an analyst, reporting. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst, reporting
  • Utilizing knowledge of insurance and data handling, work with business colleagues to analyze data sets to support business improvement and business strategy projects
  • Manipulate and format data to meet customer needs using appropriate presentation styles
  • Capable of working across team boundaries to deliver results on key department and business initiatives
  • Lead the collaboration on Contact Center system deployments (e.g., Microsoft SharePoint, Workforce Optimization, Contact Center Analyzer, and Quality Monitoring)
  • Administer existing and future Contact Center business systems (e.g., Microsoft SharePoint, Workforce Optimization, Contact Center Analyzer, and Quality Monitoring)
  • Provide miscellaneous systems support
  • Create and ensure the timely delivery of daily operational reports to all necessary parties
  • Demonstrate a strong understanding of the mortgage originations business model and competitive/benchmark landscape
  • Manage communications with internal leadership teams within the organization to identify requirements and scope of reporting projects and needs
  • Prioritize and handle multiple projects
Qualifications for analyst, reporting
  • Demonstrated proficiency with Microsoft Word, Excel, PowerPoint, Access, Project, Visio
  • Strong ability to manage multiple competing deadlines and partner with team members and supervisors on adjustments to timelines as needed
  • Working experience on SAP HR (understanding of various info types, ad-hoc query, t-codes )
  • Financial markets and products, including, but not limited to Annuities, Mutual Funds, Fixed Income, Options
  • 1-2 year(s) of working experience in analytics/finance
  • Basic accounting & good finance knowledg - Good understanding of Income Statement and Balance Sheet

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