Business Analyst, Reporting Job Description

Business Analyst, Reporting Job Description

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Business analyst, reporting provides support to Corporate Accounting financial recording and accounting systems regarding issues that arise from Workday accounting configuration.

Business Analyst, Reporting Duties & Responsibilities

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

Sample responsibilities for this position include:

Excellent communication at all levels with the ability to articulate clearly (verbal and written), be able to prioritize issues, escalate when required and able to work independently
Analysing client KPI's
Perform detailed analyses
Document process / workflows
Develop mapping from subledger / instrument level detail to regulatory reports
Develop test plans and related test scripts
Collaborate with IT teams globally with efficient communication tools & processes
Establish professional working relationship with FA change & Regulatory teams locally and in NY
Perform front to back analysis to define/propose system processes to automate Regulatory reports
Design scalable reporting solutions

Business Analyst, Reporting Qualifications

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

Licensing or Certifications for Business Analyst, Reporting

List any licenses or certifications required by the position: SAS, CFA, PGDBM, MBA, ITIL, SQL, BASE, PMP, CPA, CECRL

Education for Business Analyst, Reporting

Typically a job would require a certain level of education.

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

Skills for Business Analyst, Reporting

Desired skills for business analyst, reporting include:

Financial and regulatory reporting requirements
Financial instruments and their accounting treatment
Fund accounting systems
Accounting principles
Fund Administration and Accounting policies
Fund administration and valuation function and good understanding of the organisation
UK SORP and other relevant legislation
With particular reference to UK Collective Vehicles
SQL
Microsoft Office applications

Desired experience for business analyst, reporting includes:

Must have prior experience working for an investment bank in regulatory projects
Minimum of 5-7 years of Business / System analysis experience
Bachelors degree preferably in the field of Mathematics, Engineering, Computer Science, Statistics or other related discipline
Excellent analytical skills with the ability to communicate complex concepts succinctly
Strong knowledge of the business and how dashboards can assist leaders in driving strategy
Viewed as trusted, professional resource within the firm that responds in a timely manner

Business Analyst, Reporting Examples

1

Business Analyst, Reporting Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of business analyst, reporting. 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 analyst, reporting
  • Work on successful onboarding of new clients
  • Ad-hoc portfolio-related data analysis
  • Validate report results and insure consistency in the data
  • Manage the end-to-end data conversion process from multiple sources
  • Data mapping and setup of various ETL’s from multiple system sources to new HRIS Reporting module
  • Create various annual benchmarking surveys and government filings
  • Assist and Develop reports and dashboards in new HRIS
  • Collaborate with all project team streams to ensure business requirements from an analytics and reporting perspective are met
  • Assist with the implementation of new position management processes
  • Collaborate with the business and technology stakeholders to build, test, and deliver software solutions
Qualifications for business analyst, reporting
  • EMIR regulatory reporting experience
  • Ability to manage deliverables from creation to completion
  • Finance and/or Accounting Degree
  • Ability to analyze / reconcile data efficiently using Pivot tables and V-Lookups
  • Flowcharting capabilities
  • Experience with Treasury products (repos, reverse repos, money market instruments)
2

Business Analyst, Reporting Job Description

Job Description Example
Our company is looking for a business analyst, reporting. 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 analyst, reporting
  • The analyst in this role will be expected to develop expert knowledge of a set of existing CRM reporting requirements, recommend a logical and effective reporting framework, and subsequently develop those reports and dashboards
  • The analyst will be expected to normalize and standardize the reports that exist today and all future development
  • Serve as the initial point of contact for production and research administration based internal/external tracking reports
  • Coordinate material investigations with Inbound Operations, Transportation, Test Administration Services, and Resolutions departments
  • Produce daily administration tracking reports
  • Research any tracking issues within client specific database and assess the situation to determine if further action is required
  • Provide support to Inbound Operations for the roll out of additional tracking and reporting
  • Supports UAT (user acceptance testing), defining testing requirements including test plans, test cases, test-data and review of interface testing between different applications
  • Communicates business process improvement through application of detailed analytics, pattern and root cause analysis
  • Gather questions and requirements from end users (managers, leaders) in the business to inform analyses
Qualifications for business analyst, reporting
  • Proficiency in using Word, Excel, PowerPoint, email
  • Ability to multitask, and focus on multiple deliverables at a time
  • Ability to drive best practices and process improvement, Comfortable in a fast-paced, constantly changing environment
  • 2+ years of relevant work experience (total experience 6 years)
  • Minimum of 5 years’ experience in finance/accounting required
  • Dedication to excellence and Continuous Quality Improvement
3

Business Analyst, Reporting Job Description

Job Description Example
Our company is looking to fill the role of business analyst, reporting. 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 business analyst, reporting
  • Recommend changes to address deficiencies and/or further improve and streamline performance based on analysis findings
  • Recommend, develop and implement effective reporting tools for the department
  • Proactively assist with identifying the training and development needs of the Claims Department staff
  • Track and report updates on individual work assignments and other projects within established timeframes
  • Conduct testing and document process updates in a timely manner (for all assigned projects)
  • Responsible for the overall success of applicable testing, including results verification before Claims Management team sign-off
  • Provide resource planning and resolution of issues that impede the test effort
  • Collaborate with the Information Systems (IS) department to resolve defects and ensure appropriate level of quality and testing measures are met
  • Assess and prepare to address the operational impacts, workflow, and training issues of the assigned project(s)
  • Ensure post implementation accuracy
Qualifications for business analyst, reporting
  • Strong knowledge MS Access– development is a must (minimum 2+ years of experience is a must)
  • Knowledge of SalesForce.Com or Oracle EBS is a plus
  • Knowledge on Sharepoint designing/development would be a plus
  • A business related bachelor’s degree is required (Business, Finance, Economics, Supply Chain, Marketing)
  • Ability to create and manage databases, produce data models and conduct other data analysis (financial, market, economic, forecasting)
  • Good PowerPoint, Excel and Clarity skills are an asset
4

Business Analyst, Reporting Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of business analyst, reporting. 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 business analyst, reporting
  • Respond to data requests from external and internal clients
  • Identify and validate data and information reported from the Corporate Revenue Reporting Information System (CRRIS)
  • Identify, analyze, and resolve reporting discrepancies between the Corporate Revenue Reporting Information System (CRRIS) and the Customer Service System (CSS)
  • Implement improvements to operational and system processes
  • Create and distribute revenue reports for manually trued up and billed customer revenue
  • Develop and compile statistical cost/revenue/sales data in reports submitted to external and internal clients
  • Prioritize workloads changes while maintaining a high degree of accuracy and productivity while under time constraints with minimal supervision
  • Develop standard set of sales performance dashboards that aggregate key performance information from multiple sources that can be made available to Sales team members, aggregated at the Sales Hierarchical Management levels
  • Lead project implementation of selection solutions
  • Ensures meaningful and actionable report output
Qualifications for business analyst, reporting
  • Expertise in MS-Office suite of applications
  • Strong facilitation, oral and written communication, including active listening skills
  • To utilize all reporting tools available including Crystal report, Business Objects Enterprise
  • Develop & deliver scorecards / dashboards / storyboards
  • Develop and produce on-going reporting on scorecard trends, performance and issues to key constituents
  • Support in building capability across the reporting life-cycle functions
5

Business Analyst, Reporting Job Description

Job Description Example
Our company is searching for experienced candidates for the position of business analyst, reporting. 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 analyst, reporting
  • Help to identify area of inefficiency in existing business processes, models
  • Under minimal supervision, selects from established Institute policies, procedures, and practices to accomplish assignments, which require exercise of discretion and judgment
  • Interact/collaborate with Project accounting, Office of Sponsored research, Property Services and IMSS on matters involving
  • Preparation of data for change requests for any changes impacting the budget
  • Update and maintain a list of account numbers (PTA’s), which is posted on the Internal Bulletin Board
  • Assist with the development of a time reporting system to support activity based costing, including uploads into Oracle ERP on a bi-weekly basis
  • Approve vendor invoices for payment in the accounts payable approval system
  • Perform data, business, and systems analysis and serves as a liaison between business units and IT
  • Provide support to ensure requests for analysis are fulfilled efficiently and effectively to meet the information and decision making needs of the HOA management team
  • Identify additional technology solutions to streamline reporting inefficiencies and create roadmaps which articulate that vision
Qualifications for business analyst, reporting
  • Web page design (SharePoint)
  • Experience creating SAP Fiori applications
  • Experience in SAP BW and general Business Intelligence systems/processes
  • Experience applying Business Intelligences tools in a production environment
  • Experience in planning, assessing, leading and implementing change
  • Self-starter who drives continuous improvement

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