Business Analysis & Reporting Analyst Job Description
Business analysis & reporting analyst
provides guidance to the team members including training of team members on accounting of different Financial instruments and Fund Accounting systems ( MFACT).
Business Analysis & Reporting Analyst Duties & Responsibilities
To write an effective business analysis & reporting analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included business analysis & reporting analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide meaningful analytics and conclusions around the Firms Third Party Provider portfolio to senior management on a consistent basis
Process monthly billings for tenant accounts
Complete manual (adjusting journal) entry requests as needed
Prepare trend analysis for AR portfolio
Base year vs
Pro rata share
Percentage CAPS
Controllable vs
Audit language
Calculation of estimates paid throughout the year
Business Analysis & Reporting Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Business Analysis & Reporting Analyst
List any licenses or certifications required by the position: PMI
Education for Business Analysis & Reporting Analyst
Typically a job would require a certain level of education.
Employers hiring for the business analysis & reporting analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, Computer Science, MBA, Graduate, Statistics, Engineering, Technical
Skills for Business Analysis & Reporting Analyst
Desired skills for business analysis & reporting analyst include:
Fund Administration and Accounting policies
Accounting principles
Financial and regulatory reporting requirements
Financial instruments and their accounting treatment
Fund accounting systems
Fund administration and valuation function and good understanding of the organisation
UK SORP and other relevant legislation
With particular reference to UK Collective Vehicles
Qlikview
Account reconciliation processes
Desired experience for business analysis & reporting analyst includes:
Other lease detail as applicable
Prepare and review Aged Receivables Report
Contact tenants with past due balances by phone and email
Maintain documentation of collection efforts
Mail delinquent and default notices
Prepare financial reporting, trend analysis, and forecasting for lease portfolio
Business Analysis & Reporting Analyst Examples
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Business Analysis & Reporting Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of business analysis & reporting analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for business analysis & reporting analyst
- Make changes to established policies as required
- Manage the workflow generated via the team mailbox
- Identify and support enhancements to the client experience for both internal and external clients
- Identify and solicit financial support to systemic enhancements
- Be integral to key efficiency drives within the product offering
- Be integral to the strategic direction and growth of the product offering
- Have strong risk and control focus and apply this in every aspect of the day to day role
- Be able to work both independently and as a core member of the team
- Performs hands-on analytical work
- Provide support on Corporate Banking & Treasury Services business reporting requirements (including target client and transaction tracking, strategic plans, industry analysis, client profiles)
Qualifications for business analysis & reporting analyst
- Ability to multi task and be flexible to Business needs
- Ability to effectively communicate to multiple levels
- Daily engagement with up to 50 front office Sales Managers across the region
- Developing a strong understanding of the Treasury Services product suite and sales processes
- Offshore secondments to either Hong Kong or Singapore for training
- Graduate with 0-2 years experience in banking , with knowledge of the financial services industry
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Business Analysis & Reporting Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of business analysis & reporting analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for business analysis & reporting analyst
- Create production and reporting templates and presentations to accommodate AML and KYC reporting
- Manage large amounts of data and reconcile between various sources
- Developing complex reports for weekly and monthly review meetings held with the CTO Leadership Team Executives and RCO Leadership Team
- Independently managing the annual operating plan process for assigned RCO business units
- Serving as a Subject Matter Expert for Control and Risk Management Teams related to metric reporting, trending, and process enhancements through utilization of existing tools and applications
- Incumbent will be expected to gather, document and analyze business requirements based on business needs
- May review and/or change established policies/procedures, maintain issues log and manage report delivery
- Candidate will assist with Operations initiatives such as process improvements for existing functions and/or new projects
- Will work in partnership with Product, Technology, Compliance, Legal, Sanctions to support project delivery
- Focuses on automation and enhancement of key business reports and dashboards
Qualifications for business analysis & reporting analyst
- Demonstrate strong analytical, technical, communication and quantitative skills
- Ability to understand data and translate it into executive communications and actionable information
- Requires strong Excel, PowerPoint and Access database skills
- Knowledge of creating production reports in Cognos is a plus
- Past experience in supporting Operations group within CCB is a plus
- Excellent interpersonal skills - must have the ability to build strong working relationships with AML Executives and business partners
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Business Analysis & Reporting Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of business analysis & reporting analyst. 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 business analysis & reporting analyst
- Based on analysis, develops reports, proposals for action or implementation plans as necessary and presents supervisor or manager
- Utilize a combination of tools including Excel, Oracle GL and Hyperion Planning to conduct business analysis and reporting
- Prepare and distribute daily flash P&L reports to business and executive management to provide real-time view of business trends
- Prepare, analyze and review monthly P&L reports with Front Office BA&R team and business managers to identify trends and obtain guidance for budgeting and forecasting
- Assist in the preparation and maintenance of annual budgets, monthly run rates, head count tracking and variance commentaries between actual results and projections
- Liaise with Accounting and Product Control functions to perform analyses on Front Office and Corporate P&L activity
- Conduct ad hoc analysis on operating activity and specific business development initiatives for business managers
- Assist in the reconciliation of Management Reporting and GAAP financials
- Collect and analyze data tables for legacy system to target platform mapping
- Ability to organize complex data scenarios (primarily via Excel), analyze financial statements, in a fast-paced environment
Qualifications for business analysis & reporting analyst
- Three (3) years related operational and/or data analysis experience if Associates degree is highest level of education
- Prefer Centralized Transaction Operations (CTO) knowledge and/or business application (e.g., EDW, SAP, ) knowledge
- Advanced knowledge of the business practices and processes
- SQL, VBA and Tableau (or other visualization software) experience a plus
- Bachelors’ degree required, Finance/Accounting major preferred
- Demonstrated understanding of Capital Markets, Investment Banking, Real Estate and/or Private Equity
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Business Analysis & Reporting Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of business analysis & reporting analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for business analysis & reporting analyst
- Participating in planning and execution of various cost saving initiatives throughout the company as appropriated by Senior Management
- Monitoring controllable SG&A costs for shared services departments
- Preparing and reviewing trend reports with business managers in order to obtain feedback for projection updates
- Creating and maintaining high level summary, detailed and department specific reports on Shared Services expenses as requested by Senior Management
- Working closely with developers (when needed) to update Hyperion Planning Reporting tool
- Assisting in the preparation of global budgets, run rates, head count tracking and variance commentaries between actual results and projections
- Assisting in the allocation process of consolidated Shared Services costs to the Front Office using PCMCS
- Interfacing with the Global Heads of the Shared Services departments (HR, Operations, Legal, Accounting)
- Assisting with the year-end compensation process by showing how business requirements for the coming year impact the expected spending communicated to senior management
- Performing ad hoc analysis and participating in various business building initiatives requested by Senior Management
Qualifications for business analysis & reporting analyst
- Self-starter, results-oriented and problem-solving qualities are desired
- 1-3 years experience as a Business Analyst/Project Manager
- Track system issues and bugs to resolution
- Strong communication and customer service skills (verbal and written)
- Ensure all output is provided in a manner that demonstrates complete data integrity, is clearly and comprehensively substantiated, and which anticipates the impact of any known scenarios of contextual completeness anticipate the impact of completeness in a booking location view versus a domicile view of a dataset
- Advanced knowledge in Visual Basic (VBA) that would facilitate in automation of scorecard and reports
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Business Analysis & Reporting Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a business analysis & reporting analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for business analysis & reporting analyst
- To ensure requests actioned are only received from authorized sources and are clearly understood prior any action
- Participate/Coordinate in special projects such as
- Collaborate with Data Scientists and other Data Analysts to research and apply statistical modeling algorithms that can be used to improve sales forecasts and
- Assist with other analytics projects as needed
- Perform ongoing formal testing of completed AAR records to ensure standards are met
- Review the quality of completed AAR records using pre-defined test scripts which are based on AAR and Quality Assurance standards
- Review discrepancies or newly discovered trends with QA Managers in CB for proper disposition and potential amendments to procedures
- Manage headcount/resource forecasting
- Manage financial forecasts and analysis
- Accountable for understanding document mapping, usage, standards and quality for mortgage transactions
Qualifications for business analysis & reporting analyst
- Quality Assurance background with experience delivering service quality improvements a plus
- Conflict resolution and coaching to improved performance experience is a plus
- Bachelor’s degree in Accounting or another analytical discipline or equivalent experience
- At least 4 years of full-time relevant business experience
- Must maintain and protect confidential information
- Proficient in Microsoft Office applications (Excel, Access, Word)