Reporting Analyst Job Description
Reporting analyst
provides oversight of the Investment Book of Record for Financial Reporting and work closely with Fund Accounting, Business Support and the product vendor to resolve issues.
Reporting Analyst Duties & Responsibilities
To write an effective reporting analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included reporting analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Provide leverage in the coordination of annual audits
Prepare financial information for both internal and external customers, including regulatory filings
Implement and maintain accounting analysis for complex/confidential transactions
Execute ad hoc projects and initiatives that support the goals of an excellent Corporate Finance Department
Experience using SSRS
Experience developing databases
An understanding of the UK energy market
Organizing current data, trends, and past/future activity
Working closely with a team to understand current activity in the field
Analyzing what is open and what is closed
Reporting Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Reporting Analyst
List any licenses or certifications required by the position: CPA, ITIL, APICS, CECRL, B2, COSO, V3, SAP, ACCA, CFA
Education for Reporting Analyst
Typically a job would require a certain level of education.
Employers hiring for the reporting analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Accounting, Education, Computer Science, Engineering, Economics, Statistics, Mathematics, Business/Administration
Skills for Reporting Analyst
Desired skills for reporting analyst include:
Excel
SQL
Accounting principles
Financial instruments and their accounting treatment
Fund Administration and Accounting policies
Financial and regulatory reporting requirements
Fund accounting systems
Fund administration and valuation function and good understanding of the organisation
UK SORP and other relevant legislation
With particular reference to UK Collective Vehicles
Desired experience for reporting analyst includes:
Oversight of the Operations Financials covering - budget vs
Provide necessary assistance as required in oversight of CCVaL strategic initiatives such as Functionalisation, Business Continuity planning
Reconcile Headcount Tracker records to CS firms books and records
1 to 4 years accounting and/or reporting work experience
Big 4 or mid-tier experience is a plus
Strong Sharepoint experience an asset
Reporting Analyst Examples
1
Reporting Analyst Job Description
Job Description Example
Our company is looking for a reporting analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting analyst
- Production of the Tier 1 and 2 reports for the North American Credit Cards portfolios (RISE level reports)
- Coordination and production of the Canadian Credit Cards and Merchant Services Risk Forum
- Aggregated reporting for the Canadian and US portfolios
- Sourcing of data from base data for the purpose of report production
- Creation of new reporting to facilitate asset quality monitoring by Cards executives
- Compile and deliver data through standard reporting format on an on-going basis according to the specified frequency of the business
- Prepare, review, validate and ensure all Executive, Financial and Operational reports are delivered in a timely fashion according to the agreed to production schedule
- Document reporting requirements, procedures, and business rules necessary to support the delivery of reporting and analysis
- Develop quality measures to achieve high standard in reporting data while maintaining accuracy and meeting Service Level Agreement (SLA) for standard report requests
- Continuous improvement in the maintenance or creation of reports including recommendations for improvement, relevant benchmarking, outside data sources
Qualifications for reporting analyst
- Financial services or equivalent experience is required
- The individual must have accountancy experience (qualified or part qualified)
- Experience using various Business Intelligence tools (examples include Business Objects, Cognos, Oracle, Qlikview)
- Bachelor's degree in Business, Accounting, or related field or the equivalent knowledge and experience
- Minimum 1 - 2 years of Workday reporting required
- Experience with creating Workday Calculated Fields required
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Reporting Analyst Job Description
Job Description Example
Our growing company is hiring for a reporting analyst. 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 analyst
- Ad hoc reporting/presentation building
- Support dealer incentives with program verifications for funding
- Support the Company’s Boards by assisting in the production of Board materials for Risk Management Committee, USBNA Board Meeting and USB Board of Directors meeting
- Consolidate data/reports from across the company footprint into one overall report
- Facilitate communication and implementation of required changes that are identified during the report review process
- Assist in the development and analysis of qualitative and quantitative risk scorecards and related reporting
- Maintain desktop procedures for all standard reporting
- Support various business line reporting and analysis efforts
- Develop thorough understanding of business objectives and requirements for all new requests and ongoing support
- Interact with the business to understand their reporting needs
Qualifications for reporting analyst
- Able to spend large amounts of time pulling, handling and analyzing granular data
- Experience with any data visualization/reporting tool (Tableau, Qlikview, Spotfire, Microstrategy ) required
- Experience with data mining and warehousing tools ( COGNOS, Business Objects, ) is a plus
- Ability to compile data from multiple sources create reports for an executive management audience
- 1-3 years of recent experience as a data analyst or another related title in a financial or banking environment
- Bachelor’s Degree in Computer Science, Mathematics, or Business Administration
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Reporting Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking for a reporting analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting analyst
- Utilize knowledge of Excel and other optimization methods to perform quantitative and qualitative data analysis
- Uploads & downloads information between HR software applications including eligibility files to vendors
- Maintains data systems for benefits eligibility, employee elections, confirms accuracy of data exchanged between systems
- Assess and produce relevant, standard, or custom information (reports, charts, graphs and tables) from structured data sources by querying data repositories and generating the associated information
- Collect, manage and clean datasets related to the report generation
- Research and reconcile data discrepancies occurring among various information systems and reports
- Participate in the implementation of data standards and common data elements for data collection
- Identify new sources of data and methods to improve data collection, analysis and reporting
- May test prototype software and participate in approval and release process for new software
- Perform analysis of business goals, objectives, and needs of the general business environment
Qualifications for reporting analyst
- Extremely strong attention to detail and a strong sense of pride in your work
- Flexibility to adapt to changing ad-hoc data requirements within short timeframes
- Knowledge and understanding of business processes, products and procedures across North American Credit Cards
- Participate fully as a team member, work effectively with teammates and contribute to a positive work environment
- Previous exposure to Credit Card portfolio performance considered an asset
- Minimum 2 years of development and reporting experience, preferably in SAS (Enterprise SAS, Bacardi and NACC Data Warehouse)
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Reporting Analyst Job Description
Job Description Example
Our company is looking to fill the role of reporting analyst. 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 analyst
- Assist with the development of projects including new methods of delivery
- Build deep business partner relationships across the company
- Develop and maintain performance models and metrics to determine 360 degree impacts of business decisions
- Work closely with IT, business users, and the ROI team in development of report
- Partner with the account and sales team to identify client’s reporting needs and present solutions
- Design innovative and new and exciting reports
- Articulate results of data reports to clients, stakeholders and internal groups
- Combine data elements from disparate databases to create and manage metrics and reporting for clients
- Maintain data integrity and monitor for compliance with standards and processes
- Ensure, check and challenge data for consistency and logical coherence
Qualifications for reporting analyst
- Strong understanding of Credit Card and lines of businesses supported (including but not limited to Product Acquisition, Rewards, Terms, Features, Risk Management ) an asset
- Observed leadership abilities and desire to assume responsibility for deliverables
- Flexibility to adapt and manage within a dynamic and fast paced environment
- Must be highly motivated and able work independently, in a team environment
- Educated to degree level with one to two years’ work experience gained either post grad or during a placement year
- Experience of magazine circulation would be beneficial, but not essential
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Reporting Analyst Job Description
Job Description Example
Our company is looking to fill the role of reporting analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting analyst
- Work with key business partners to capture requirements and conceptualize solutions
- Work with technical groups to create, implement, solutions and maintain reporting processes
- Conduct acceptance testing of reporting solutions
- Participate in emergency reporting requirements as needed by senior management
- Create and deliver Ad-hoc reports as needed
- Develop enhanced reporting protocol
- Monitors and assigns customer cases entered in (MES) shared proprietary CRM system
- Supports small analytics and reporting projects from inception to completion in a decision-support capacity for level one and two corporate initiatives
- Partner with six operational departments support departments to identify and measure key performance indicators and translate these requirements into reporting deliverables
- Analyze data from multiple systems and global locations
Qualifications for reporting analyst
- Good knowledge of Tableau (preferable)
- Previous experience working with customer and marketing analytics (around 3 years would be desirable)
- One to three years of business experience in an analytical capacity
- Knowledge of Business Objects and SAP highly preferred
- Ability to easily communicate difficult concepts either verbally or visually using charts and graphs
- Strong analytical skills with ability to focus on detail and accuracy