Business Analysis & Reporting Analyst Job Description
Business Analysis & Reporting Analyst Duties & Responsibilities
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Business Analysis & Reporting Analyst Qualifications
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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:
Desired experience for business analysis & reporting analyst includes:
Business Analysis & Reporting Analyst Examples
Business Analysis & Reporting Analyst Job Description
- 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)
- 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
Business Analysis & Reporting Analyst Job Description
- 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
- 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
Business Analysis & Reporting Analyst Job Description
- 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
- 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
Business Analysis & Reporting Analyst Job Description
- 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
- 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
Business Analysis & Reporting Analyst Job Description
- 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
- 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)