Lead Reporting Analyst Job Description

Lead Reporting Analyst Job Description

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Lead reporting analyst provides leadership by working closely with business function areas to understand business processes, review current systems, and define data requirements.

Lead Reporting Analyst Duties & Responsibilities

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

Sample responsibilities for this position include:

Ensures data completeness, accuracy and timeliness for IRIS reporting working cross functionally on data reconciliation routines and data integrity initiatives
Analyze data from previous studies in conjunction with current market conditions to establish parameters and viability of new rate case filings
Assist with the timely and accurate filing of relevant financial information and statements to the FERC, PUC, PSC, DTE, DPU, external auditors and other regulatory bodies for regulatory compliance
Ensure jurisdiction-specific depreciation rates are applied to Operating Companies within that jurisdiction
Conduct regular reviews of Operating Company assets to ensure proper recording in compliance with US GAAP and IFRS
Support error analyses for inactive work orders, retire work orders in progress, and construction work orders in progress to mitigate delays in processing and reduce time span to the plant in service (PIS) phase
Review monthly capital expenditure reports and assist with conducting audits as needed
Assist with the development of system solutions and tools that streamline and automate the processing of work orders and retirements and improve overall business processes
Support the Lead Analyst with developing, implementing, and monitoring standard productivity measures
Execute and monitor capital accounting policies in compliance with both IFRS and US GAAP and provide IFRS reporting

Lead Reporting Analyst Qualifications

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

Licensing or Certifications for Lead Reporting Analyst

List any licenses or certifications required by the position: ACAMS, CPA, PM, PMP, SAS, TQM, CMA, MBA, ITIL, CFCS

Education for Lead Reporting Analyst

Typically a job would require a certain level of education.

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

Skills for Lead Reporting Analyst

Desired skills for lead reporting analyst include:

Concepts
Healthcare benefits
Terminology
Basic structure and data available on HCSC systems that are sources for the reporting systems
Basic structure and data elements used in all reporting systems used by department/division
SAP configuration preferable
TM1
Agile
CRM & Sales Business Applications
Current business processes with the ability to understand intricately processes currently under review

Desired experience for lead reporting analyst includes:

Review all accounting pronouncements of regulatory agencies and facilitate the implementation of accounting policies associated with new pronouncements
Perform periodic reviews of continuing property records (CPR) within PowerPlan and account for newly acquired assets in compliance with US GAAP and IFRS
Serve as an intermediary between Operating Companies and an independent third party in the facilitation of rate case proceedings
Coordinate preparation of depreciation studies required for rate case proceedings
Perform bi-annual reviews of regulated and non-regulated assets being sold and conduct impairment analyses
Perform an error analysis for inactive work orders, retire work orders in progress, and construction work orders in progress to mitigate delays in processing and reduce time span to the plant in service (PIS) phase

Lead Reporting Analyst Examples

1

Lead Reporting Analyst Job Description

Job Description Example
Our company is looking to fill the role of lead 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 lead reporting analyst
  • Translate analytics & metrics visibility requirements to automated reports & tools using contemporary tools such as spotfire, clickview & work closely with IT development team to implement
  • Required to follow the planned data collection, including the types of data and time of data to be captured
  • Perform a variety of payroll functions in preparation, distribution, and reporting of payroll
  • Review and audit timekeeping records for compliance with established standards
  • Participate in accounting system implementations, including the implementation of Workday Payroll
  • Oversee the Stock Administration Payroll Processing by working with Payroll Management and Equity teams with managing the processing/recording of equity transactions (RSU vestings, NQSO exercises, ) on supplemental pay runs and to enable timely tax deposits
  • Work with People Ops and IT departments to ensure integrity of data and system setup
  • Provide consolidated analysis against budget
  • Approve and maintain master data for cost center and cost element hierarchies
  • Provide finance support and guidance to Budget coordinators on budgeting, cost treatment and forecasting
Qualifications for lead reporting analyst
  • Aptitiude to database querying and data transformation tools
  • A professional qualification in finance, accounting or management
  • Fashion & Apparel background highly preferred
  • Retail & eCommerce knowledge a plus
  • Industry recognized certification like FRM, CFA is not mandatory but would be beneficial
  • Strong relational database programming skills (SQL Server, TSQL, Oracle, Foxpro)
2

Lead Reporting Analyst Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of lead 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 lead reporting analyst
  • Coordinate with the Accounting Department and Budget Coordinators to improve fixed cost reporting processes and reporting
  • Responsible for leading the fixed cost forecasting process by communicating expectations & deadlines and providing training to the corporate functions
  • Lead Support Service profit center allocation process for the company for the annual budget process to provide allocated G&A cost to the business
  • Act as back up to the Fixed Cost Controller for cost consolidatation and analysis
  • Train other team members and budget coordinators
  • Conduct Fixed cost budget training presentations to all organizations in the company
  • This role will be responsible for managing at least one fixed cost analyst
  • Provide analytical design and support for payments and bank reporting
  • Drive new metrics, tracking methodologies and data visualizations to better understand trends and insights across Payments and Bank Reporting functions
  • Support business unit testing, review documented results and related evidence for completeness and accuracy during the build out of Treasury data lake infrastructure
Qualifications for lead reporting analyst
  • Strong business acumen, communication and customer relationship management skills
  • Strong mastery of Business Analytics, dashboard development, SQL and business intelligence tools
  • Very strong interpersonal and communication skills and ability to interact positively with upper management communicating problems to appropriate teams within our organization
  • Recent experience operating in a leadership capacity, managing project teams or direct management is strongly preferred
  • Expertise in SQL, VB and advanced Excel techniques (macros, pivot tables)
  • Experience of working in Commercial finance and/or Operations finance functions with thorough understanding of business metrics and work performed by these teams
3

Lead Reporting Analyst Job Description

Job Description Example
Our growing company is looking to fill the role of lead reporting analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for lead reporting analyst
  • Execute digital cash initiatives including RPA, data analytics and partner to execute bank and fintech data POCs
  • Prepare management reports and presentations as necessary
  • Provide data design, acquisition and structuring for payments and bank reporting
  • May provide work direction to lower level employees in discipline
  • Complete regulatory reports timely and accurately, ensuring statistical data edits have been validated and data has been balanced to General Ledger
  • Research and resolve data quality issues identified within regulatory reports
  • Translates business requirements into solution designs and process flows
  • This person will be part of our SAP Center of Excellence, supporting Corporate SAP accounting and finance users
  • Provide research and analysis on accounting matters including all external reporting requirements
  • Create the SEC reports, including Form 10-K, Form 10-Q, and Form 8-K
Qualifications for lead reporting analyst
  • Have functional expertise on tools such as Hyperion Suite, BOXI and similar tools
  • Bachelor’s Degree in HR, Business, Information Systems or related field, or Associate’s Degree with equivalent work experience
  • 5+ years of HRMS experience including report writing, querying, data analysis and database management
  • Demonstrated training in key software and systems, including Oracle (or similar HRIS), Microsoft Office Suite (Word, Access, Excel), ADP (or similar Payroll system), KRONOS (or similar Timekeeping system) and report writing tools such as SQL and Crystal
  • Demonstrated understanding of HRMS database design, structure, function and processes, and experience with database tools
  • Demonstrated proficiency in a customer service role
4

Lead Reporting Analyst Job Description

Job Description Example
Our growing company is looking to fill the role of lead 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 lead reporting analyst
  • Assist with the preparation of the monthly analysis of financial results
  • Gather and analyze financial and operational data for inclusion in periodic public reports
  • Assist with complex accounting areas such as statement of cash flow, share based compensation, pensions, derivatives, impairment calculations, and business acquisitions and divestitures
  • Support on-going services management efforts towards aligning policies, guidelines and processes in order to continue to manage risk and improve operational efficiencies and continuous improvement opportunities across the operating companies
  • Work cross-functionally with FCI team, Technology and the Business to support all FCI MI, metrics & reporting requirements
  • Analyze and enhance existing MI Reports in the short term
  • Create new ad-hoc reports and analysis to support specific initiatives & requirements
  • Develop and maintain a standard suite of regular reporting to drive Senior Management and Business decision making
  • Implement streamlined analytical solutions and data quality controls to improve accuracy, efficiency, visibility and quality of data
  • Key player in the development, implementation and maintenance of a strategic reporting platform and framework for FCI
Qualifications for lead reporting analyst
  • Demonstrated competence in process improvement
  • Demonstrated written and oral communication skills, including the ability to develop and execute user training
  • Ability to work in a dynamic environment that changes often, analyze complex processes and large sets of data, collaborate with a wide variety of teams
  • Treasury, IT, and Business Units) and communicate findings in a crisp manner
  • Oracle Discoverer, XML Publisher and Financial Statements Generator tools
  • Demonstrated experience in the setup, configuration and customization of Oracle EBS compatible business intelligence and analytics products such as Oracle Business Intelligence (OBIEE), or Tableau
5

Lead Reporting Analyst Job Description

Job Description Example
Our growing company is looking for a lead reporting analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for lead reporting analyst
  • Support the report development team to build proof of concepts
  • Perform reporting and analysis requests from the regulators, courts and the Legal Team
  • Interpret and address Civil Investigative Demands (CID)
  • Advise on data segmentation to best support the Legal Team
  • Support the creation of the formal response to both regulatory and court requests
  • Develop and /or support the execution of any restitution/remediation efforts related to results from
  • Recommend new reporting opportunities to improve operational insight into business activity
  • Help drive Quality COE agenda
  • Create quality metrics reporting including CCB Ops Quality dashboards and Cost of Quality metrics
  • Produce regular reporting on Quality metrics by group, by process type, by leader, by risk
Qualifications for lead reporting analyst
  • Skilled in creating database views
  • Experience in organizing and conducting preliminary software analysis
  • Demonstrates deep knowledge of relevant reporting process & business content
  • Has advanced knowledge of relevant Risk systems and devotes to their evolution
  • Bachelor's or advanced degree in Marketing, Finance, Economics, Mathematics OR related field or equivalent work experience
  • 5 or more years of experience in business performance reporting and/or analytics

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