Reporting Consultant Job Description

Reporting Consultant Job Description

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Reporting consultant provides user support for various software such as, Taleo, Business Intelligence, Concur, ESS, Glazer’s University and Pro Diver.

Reporting Consultant Duties & Responsibilities

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

Sample responsibilities for this position include:

Extract, analyze and validate data from internal databases to meet business needs
Develop SQL logic and processes for the development and testing of operational reporting tools and applications
Establishing and maintaining effective and efficient operating policies and procedures, and ensuring constant standards are applied (includes oversight of technology resources, project scopes, timelines, and completion)
Actively managing performance of teams through use of regular dashboards, performance metrics and service levels
Monitoring cost efficiency and productivity of teams through monthly volumetric and productivity reports
Administering cost recovery analysis and annual fee determination and approval process
Management of performance metrics, analyzing and implementing necessary data elements and data sources, utilizing data extraction tools to retrieve source data from SAP or other source system, summarizing data and establishing automated tools and techniques for periodic reporting (monthly, quarterly, annually)
Assisting HR Generalist with the execution of strategic projects by monitoring the status of project budgets and schedules
Preparing consolidated project summaries for the HR leadership team
Preparing project baselining and business case modeling

Reporting Consultant Qualifications

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

Licensing or Certifications for Reporting Consultant

List any licenses or certifications required by the position: CPA, CFA, CIA, FRM, CAIA, CMA, CCA, CA, PMP, CISSP

Education for Reporting Consultant

Typically a job would require a certain level of education.

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

Skills for Reporting Consultant

Desired skills for reporting consultant include:

Business Intelligence solutions
Concur Solutions strongly
MS Excel
ITIL processes
Microsoft Office applications
Databases
Excel
Implementation practices and methodologies
SAP Concur software product
SQL

Desired experience for reporting consultant includes:

Supporting and managing analysis of value realization after project completion
Identifying and assessing process improvement projects to increase controls, efficiency or customer satisfaction
Collaborative and self-starter
Enthusiasm and self-motivation essential
Ability to understand processes with the end goal to identify improvements and enhancements from a systems perspective
BS/BA in Accounting, Finance or related field and 2 years of related experience

Reporting Consultant Examples

1

Reporting Consultant Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of reporting consultant. 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 reporting consultant
  • Partner with key HR clients to conduct needs analyses
  • Provide recommendations for implementing (or enhancing) regular reports through dashboards, performance metrics and trend analysis
  • Analyze data elements and data sources, utilizing reporting tools to retrieve source data from SAP or other source systems
  • Establish automated tools and techniques for effectively summarizing and presenting data for periodic reporting
  • Create and maintain reports and analyze associate data through charts, graphs, tables, and presentations in support of key HR initiatives
  • Coordinate data collection efforts and draw conclusions based on the information collected
  • Identify and assess process improvement projects to increase controls, efficiency and customer satisfaction
  • Ensure process procedures are in place and are adhered to at all times
  • Support the HR and Recruiting teams in a service delivery capacity
  • Lead reporting
Qualifications for reporting consultant
  • Minimum of 3 years’ experience in reporting
  • Strong technical knowledge of reporting processes and systems
  • Extensive experience with any of the following reporting applications
  • Experience in finance, reporting and/or process management
  • Demonstrated technical abilities with writing database queries, data mining, statistics, and/or database design
  • Strong analytical skills to support business operations through key performance indicators
2

Reporting Consultant Job Description

Job Description Example
Our company is growing rapidly and is hiring for a reporting consultant. 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 consultant
  • Generate ad hoc reports on a regular basis for multiple levels of management
  • Collect and combine data from multiple sources
  • Convert data to actionable reports, draw conclusions and make relative comparisons
  • Translate business questions into precise queries
  • With applicable guidance, provide verbal/written communications to clients regarding 5500 process
  • Analyze and prepare interpretations of data to develop conclusions and make recommendations that influence business outcomes
  • Participate in developing and interpreting financial accounting policies and SEC requirements
  • Represent the Risk Disclosures team on prudential regulatory change initiatives
  • Support work to respond to regulatory reporting change emanating from engagement with the ABA, APRA and the Basel Committee
  • Manage a schedule of risk-related regulatory reporting and returns, supported by assigned team members
Qualifications for reporting consultant
  • Experience in relevant technical areas
  • Effective communication skills to effectively discuss reporting measures and key findings from analytics
  • Must be able to multi-task, manage multiple projects, and meet tight deadlines
  • Comfortable learning new technical tools to meet growing business needs
  • Ability to perform in a changing and growing environment
  • High level of attention detail and accuracy
3

Reporting Consultant Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of reporting consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for reporting consultant
  • Ensure that external disclosures and APRA returns are complete, accurate, released on time and comply with relevant prudential and accounting standards
  • Provide meaningful written analysis for queries from Investor Relations, Group Treasury, Group Finance and Group Capital Management
  • Ensure the effective design and operations of key controls around the team's core scope of delivery, including liaison with other parts of the organisation as required
  • Mentor and coach fellow team members and others in Risk in your area of expertise
  • Continuously improve the end-to-end regulatory reporting processes
  • Establish direct reporting and analysis to support the execution of compliance risk management and oversight
  • Develop comprehensive marketing tools such as Geographic Accessibility Analysis (GEO) Reports and Disruption Analysis that reflect the strength of the Blue Networks
  • Review results of network reports and identify trends of low access and percentages
  • Oversee the planning process for all quarter-end and year-end SEC filing documents
  • Implement relevant and new financial reporting pronouncements and keeping senior management informed regarding global standard-setting developments precipitated by the FASB and IASB, other international accounting and regulatory developments
Qualifications for reporting consultant
  • 3+ years of relevant experience with data analysis, querying and reporting
  • Bachelor’s degree in Business, Economics, Accounting, Finance or related fields
  • Ability to multi-task projects and assign prioritization based upon business needs
  • Strong communication skills, both written and verbal with peers and leaders
  • Experience with Workiva a plus
  • Proven data orientation and analytic skills, , the ability to apply a combination of inductive and deductive reasoning to examine information, interpret results, arrive at logical conclusions, and recommend solutions
4

Reporting Consultant Job Description

Job Description Example
Our innovative and growing company is looking for a reporting consultant. 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 consultant
  • Work with complex data to automate existing manual reports develop, implement and maintain new reports based on business needs
  • Work collaboratively with groups across various geographies and time zones, including but not limited to senior leadership, operations and finance, to coordinate timelines to meet senior management and corporate deliverables
  • Assist stakeholders in understanding their data
  • Identify and help lead process improvements, methods and activities to improve organizational efficiency and effectiveness
  • Complete activities for ASO account customer reporting team, including account reconciliations, customer reporting packages, funding requests, audits
  • Understand, evaluate and solve for outages/issues in the reporting process
  • Review the work of offshore associates and aid in their issue resolution
  • Understand ASO products and reporting differences
  • Understand ASO systems and feeds to help drive optimal solutions
  • Provide timely responses to internal and external customers
Qualifications for reporting consultant
  • Experience as a user of or administrator of a common ERP Finance and Reporting package (SAP, Oracle, JDE, etc) a plus
  • Prefer project experience in areas such as process mapping, root cause/gap analysis/best fit, requirements gathering / definition development, financial modeling and value mapping
  • Professional certification (CRCM, CIA, CPA, ) preferred but not required
  • Lean initiative experience
  • A minimum of 8 years experience in accounting and/or financial management
  • BS/BA required, MBA a plus, prior experience at a Big 4 accounting firm and CPA preferred
5

Reporting Consultant Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of reporting consultant. 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 consultant
  • Ensure external reporting under your remit is complete, accurate, released on time and complies with relevant prudential and accounting standards
  • Support the Group Chief Risk Officer and Group Chief Financial Officer and other senior leaders (as relevant) in their certification of key external reporting deliverables
  • Provide analysis and facilitate discussions among senior stakeholders to support the organisation's understanding of information reported within the Pillar 3 report, including how this information relates to other reported information across the Group
  • Manage queries from Investor Relations, Group Treasury, Group Finance, Group Capital Management and Group Risk
  • Continuously improve the reporting processes and control environment
  • Prepare SSAP 97 audits
  • Coordinate embedded value reconciliations
  • Lead financial statement and footnote preparation for GAAP and STAT audits
  • Review Statutory Blue Book mortgage loan schedules
  • Prepare and or review GAAP and STAT based management reports
Qualifications for reporting consultant
  • Direct experience in SEC, FAAS and GAAP a must
  • Support period-end close activities, financial reporting, business review, variance analysis actuals vs
  • Must be able to work effectively across multi-funcitonal teams (Finance, Accounting, FP&A, Operations, Sales Ops, Support)
  • Minimum of 7+ years of experience in IT solution delivery
  • Expertise across multiple technologies
  • Broad understanding of modern IT concepts – social, mobility, analytics, cloud

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