Reporting & Analysis Job Description

Reporting & Analysis Job Description

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Reporting & analysis provides support to ensure compliance and implementation of all new standards and guidance promulgated by the FERC, SEC, Financial Accounting Standards Board (“FASB”) and other applicable regulatory agencies.

Reporting & Analysis Duties & Responsibilities

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

Sample responsibilities for this position include:

Strong Excel and database manipulation skills
Proficiency in Microsoft suite (Word, Excel, and PowerPoint)
Conduct peer NII/NIM analyses
Foster a motivated and engaging work environment focused on developing the team's capabilities
Responsible for recording, monitoring and initiating the transactions for all monthly staff activity changes submitted by the Business Units on transactional records appropriately by effective date
Responsible for processes related to SAP position management function which includes administration of creating positions, maintaining positions, performance manager changes and organization unit updates
Responsible for the creating and maintaining workflow and Business Process/Procedures (BPP) documents for HR processes
Provide all necessary reports and supporting documentation to Regulatory Accounting in facilitating depreciation and billable rate cases
Analyze monthly capital expenditure reports and conduct audits as needed
Research and resolve systems issues by working with the appropriate groups and third-party providers

Reporting & Analysis Qualifications

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

Licensing or Certifications for Reporting & Analysis

List any licenses or certifications required by the position: CPA, CMA, SAS, MBA, PMP, CRISC, CISSP, CISM, CISA, VBA

Education for Reporting & Analysis

Typically a job would require a certain level of education.

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

Skills for Reporting & Analysis

Desired skills for reporting & analysis include:

Generally Accepted Accounting Principles
SQL
FASB and SEC requirements
Tableau
Similar tools
Excel
International Financial Reporting Standards
FASB requirements
Report query and design
Tax reporting and accounting practices

Desired experience for reporting & analysis includes:

1-3 years experience in financial services industry a plus but not a requirement
Strong interpersonal skills and establishes effective partnerships
Analyzes results for the month-end and quarter-end reporting packages
Main point of contact for total consolidated P&L reporting for P&CB globally
Bachelors degree in a quantitative or technical discipline (i.e., statistics, economics, finance, IT) or equivalent work/training is preferred
5 - 7 years experience in a financial role and preferably 3+ years in a financial forecasting role

Reporting & Analysis Examples

1

Reporting & Analysis Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of reporting & analysis. 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 reporting & analysis
  • Respond to inquiries from Management on a timely basis
  • Troubleshoot subsystem interface errors
  • Develop complex financial analyses and modeling of operating and capital expenses on an ad hoc and monthly basis
  • Provide transparency and insight into technology expenses
  • Supply day-to-day transactional finance and accounting support for the Technology group
  • Participate in the strategic business planning process for Technology
  • Drive process efficiency around monthly close activities and reporting
  • Research, and possible implementation of, health care data warehouse vendors
  • Manage spend analysis development and reporting for all sourcing and procurement analytical needs including analyses on company-wide savings
  • Manage accuracy and completeness of the supplier data files
Qualifications for reporting & analysis
  • Knowledge ofrelational datasets, data warehouses, and data mining
  • The features and characteristics of Canadian retail banking products
  • Support improvement and enhancement of Process through system Excalibur
  • Bachelor’s degree with atleast 3 Years of experience in Analytics domain in consumer credit risk or Masters in quantitative discipline like statistics, mathematics, economics / BE /BTech
  • Atleast 3-4 years of Hands on working experience in SAS / SAS EG / BI
  • Clarity of risk concepts and processes, hands on experience risk based projects
2

Reporting & Analysis Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of reporting & analysis. 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 reporting & analysis
  • Perform HMDA LAR quality reviews
  • Aid in maintenance of files for CRA exams
  • Help to create a leading edge for the BioResearch Quality & Compliance (BRQC), Quality Analytics organization in ability to contextualize data and provide analyses for complex data, process, or quality questions
  • Be critical to the building of a stronger capability to both respond to complex queries, and also to proactively identify potential quality issues or signals
  • Build the capability and skillsets to contextualize quality data into insights that will enable data driven-decision making to strengthen the BRQC Janssen Quality Management System (QMS)
  • Support firm wide initiatives to achieve compliance with regulatory principles and requirements, CCAR, Stress Testing, public disclosures
  • May manage lower level individual contributors with similar reporting and data management responsibilities
  • Prepare annual financial statement worksheets for the University’s State reporting exhibits and financial statement workpapers
  • Collect, analyze, reconcile, and consolidate accounting transactions to close out the accounting month\quarter\year
  • Coordinate the preparation of the footnote material contained in the CSU and CSU System (CSUS) annual audited financial statements
Qualifications for reporting & analysis
  • To develop the reporting analysts enhancing their technical and business acumen for further advancement within and outside Retail Risk Management
  • To create and maintain a timely and accurate reporting framework, including data preparation, maintaining and updating the department’s credit loss database, report creation and distribution, and documentation of the reporting process
  • To ensure timely production and adherence to monthly, quarterly, and yearly schedules for the production/distribution of loan loss reports by various team members
  • To maintain the existing methodology adopted for the reporting of Specific Allowance and General Allowance making sure they comply with internal policies and regulatory requirements
  • BA or BS, Master’s Degree a plus
  • Financial Planning & Analysis - prepare and communicate financial and business analyses
3

Reporting & Analysis Job Description

Job Description Example
Our company is growing rapidly and is looking for a reporting & analysis. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for reporting & analysis
  • Deliver ad hoc analytical projects to provide insights as required with focus on meeting deadlines and providing communication to management
  • Provides support to Senior Management including financial presentation and analysis
  • Assist in the coordination and analysis of recurring internal management reporting (Flash Financial Reporting, Operation Metric Reporting, ), the rolling forecast process, the Annual Operating Plan, and the Strategic Plan
  • Prepare presentations to highlight financial trends, summarize business plans, and communicate process changes across the enterprise
  • Identify and implement improvements across financial reporting processes
  • Work collaboratively with various groups throughout the organization including Sales, Operations, Claims, Contracts, IT, Underwriting
  • Analyze data and provide solutions/recommendations in response to anticipated and unanticipated fluctuations in the company’s business
  • Provide decision support for Senior Management, Finance, Sales, Operations management, Claims, IT and Contracts
  • Support the annual budget process including creation of financial models and budget presentation and explanation
  • Provide support for essential business improvement and corporate strategy projects
Qualifications for reporting & analysis
  • Engage stakeholders to enhance the layout and content of consolidated presentations
  • Bachelor’s Degree is required, preferably with a major in Accounting or Finance
  • Must work well in a team-oriented, dynamic and matrix environment
  • To monitor and analyse the loss performance of the various loan portfolio and make recommendations on key risk drivers
  • To track and provide insight about the loss trend and its deviation (variance) from loss plan/forecast across the various business segments under the PCL team
  • High School Diploma required or the equivalent
4

Reporting & Analysis Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of reporting & analysis. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for reporting & analysis
  • Create and publish regularly scheduled and ad hoc reports
  • Document reporting requirements, process and validate data components as required
  • The main scope of this role will be to provide operational data analytics for compliance/regulations
  • Cross-functionally partner with teams to source identified data gaps and deficiencies
  • Develop new and/or run standard reports using Oracle BI reporting tool (Taleo) and campus recruitment tool (WCN)
  • Perform checks to verify the completeness and accuracy of the data
  • Break out metrics and prepare for distribution to various stakeholders, sometimes combining data from different sources
  • Analyze data to identify trends, YOY comparisons
  • Draw conclusions from data and provide analysis for roll up presentations
  • Building a world class, results driving, reporting and analysis capability
Qualifications for reporting & analysis
  • Proactively create and document significant items impacting expense results by line, region, sub-division and cluster on a monthly, quarterly and annual basis, for communication to COO's during the month end process
  • Managing relationships with the Lines of Business with Corporate teams that are responsible for the external reporting of the firm wide data
  • Knowledge of CRA qualification and requirements
  • Working knowledge of Microsoft Office applications (Word and PowerPoint)
  • University degree in finance and/or accounting required
  • Minimum of three years financial management experience
5

Reporting & Analysis Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of reporting & analysis. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for reporting & analysis
  • Documentation of the allowance methodologies and reporting processes, and compliance and the necessary governance works required for these SA/PCL and associated reporting
  • Primary contact on internal and external audit assignments in relation to the SA/PCL and the associated reporting
  • Own any critical SA/PCL methodologies including SA rate, Impairment aging and write-off policies, to make sure they remain to be effective for risk reporting
  • Accountable to create a framework and reporting platform for taking any allowance under IFRS9 into the new PCL reporting and the associated reporting
  • Explore into the feasibility to create an PCL forecasting covering IFRS9 allowance and the methodology for this reporting
  • Working closely with Business Systems Analysts and the Data & Reporting Manager to develop conversion and system implementation plans
  • Translating Business requirements into their Technical counterparts to ensure that proper programming documentation is maintained
  • Designing, developing, modifying, supporting, debugging and evaluating SAS programs of a data integrity schema for non-standard accounting data and the oversight of adherence to this schema
  • Analyzing existing programs and formulating logic for new systems, devising logic procedures, preparing flowcharting, performing coding and test or debugs programs
  • Using SAS as the tool for data extraction, manipulation and storage
Qualifications for reporting & analysis
  • To provide and ensure the visibility of OM’s S&D performance throughout all distribution channels (Direct/Indirect) includes Distributors/Dealers/POS and other channels, through reliable Business Intelligence system
  • Responsible for driving the end-to-end S&D Business Intelligence system development and enhancement any other reporting system required within S&D
  • Experience translating raw data into a meaningful story
  • Advanced user knowledge of M/S Office suite
  • Beginner to Intermediate SAS skills would be an asset
  • Demonstrated track record of providing value-add analysis

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