Reporting Analyst Job Description

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Reporting Analyst Job Description

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Consulting and Strategy

Job summary 1

As a Reporting Analyst you will be responsible for the design, development, testing, and supporting of business intelligence, analysis, and reporting solutions. This team member will be responsible for data modeling and reporting. Designs and develops reporting solutions in a Microsoft tools environment and will be responsible for adhering to current reporting procedures and techniques. In support of these responsibilities will meet with business users and management to create requirement documents for reporting needs.

Duties & Responsibilities 1

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Create and deliver management dashboards and canned reports to support routine management oversight of business processes to ensure critical insight into exceptions and deliverables
Create and deliver routine and ad hoc reporting needed to understand various aspects of processes and the portfolio performance and staffing needs
Identify, lead, and oversee projects and analysis related to reporting needs to establish superior operational reporting within Loan Administration
- Support, maintenance, and/or build of Access Databases to support operational needs
- Miscellaneous projects or tasks as assigned by the SLS leadership team
- Other duties or tasks as assigned by management.

Requirements & Skills 1

Strong Analytical and problem-solving skills.
Strong ability to communicate with business users and management of all levels for the development and delivery of reporting requirements. Advanced Microsoft Excel and Access skills.
Ability to handle multiple tasks and deadlines with attention to detail.
- Proficient knowledge of personal computers using Microsoft Access, Word, Excel, Outlook, PowerPoint, and Visio with advanced skills required in Excel and Access.
- Experience with other Microsoft languages and technologies, such as SharePoint.
- Demonstrated experience with SQL Server Databases and SQL Server Reporting Services preferred.

Job summary 2

Reporting Analysts is the product owner within the scrum framework, managing their feature backlog and driving the process of defining reporting requirements to the development team. Reporting Analysts lead out on the discovery and design of reports through customer engagement and subject matter analysis across the industry, the market, and from within the Company platform. You will be expected to understand necessary Company products as it relates to operational, leasing, and basic financial reports. You will act as the liaison across multiple departments to ensure internal and external product communication is accurate and delivered promptly.

Duties & Responsibilities 2

Partner with others in Reporting, Customer Success, and Sales leadership to prioritize, manage and execute the product backlog by-product roadmap goals
Perform discovery with customers to gather feedback on current and upcoming reporting needs
- Define and design new reports and reporting features for handoff to development teams
- Communicate with Software Development Managers (SDMs), engineers, developers, quality analysts, Software Quality Managers (SQMs), UX, and executive teams in the development of new reports and features by client and/or company needs
- Assist training and documentation teams to ensure internal and external product information is accurate

Requirements & Skills 2

Job summary 3

The Reporting Analyst takes ownership of all issues relative to the planning, analysis, documentation, and execution of business requirements for the client data requests, and other initiatives, as assigned. This ownership centers on but is not limited to, an execution against requirements for data collection. A Reporting Analyst works efficiently and collaboratively with all members of Sales/Operations. This person will manage himself/herself as a leader in analytics, setting examples for productivity, progressive thinking, efficiency, and professionalism.

Duties & Responsibilities 3

Requirements & Skills 3

Job summary 4

A Reporting Analyst designs reporting mechanisms and uses statistical and analytical tools to bring clarity to Merchandising and Supplier Management business operations. You will report to the Manager, Business Intelligence.

Duties & Responsibilities 4

Create accurate tools and reports in, a cost-efficient manner and assist our partners in making informed decisions to manage supplier performance.
Work with partners and teams to determine requirements for ad-hoc tools and reports, and then translate them into a final product that creates improved service and reduced costs.
Use continuous improvement methodologies to identify and implement improvements to internal processes.
Develop advanced knowledge of industry-available tools for information and reporting design.
- Prepare recommendations to solve ambiguous and complex issues.
- Detailed understanding of important business strategies and how tools and reports support them.
- Mentor end-users and team members on reporting techniques and system usage.

Requirements & Skills 4

Bachelor's Degree with Supply Chain and Information Systems focus with 5 years of related experience in Software / Program development, data management, and analytic reporting.
Have an Advanced knowledge of the concepts and be advanced in the use of computerized data management systems including SAP, Business Objects, Terdata, Business Warehouse, SQL Server, Power Apps, Power BI, and SharePoint development and programming.
Expert proficiency in Microsoft, Excel (can maintain complex spreadsheets), Access and VBA (Visual Basic for Applications), and other reporting tools and interfaces.
- Identify problems and determine corrective action. Unique situations and concerns must be identified and sound and reasonable solutions conveyed to appropriate parties inefficient means.
- Foster and leverage relationships across the organization.
- Direct and work in a team environment.

Job summary 5

Right now we are looking for an exceptional Reporting Analyst to join our Platform Team to produce and maintain media reports that are provided to clients on a weekly and monthly basis. This includes responding to all Sales and Sales Planning custom reporting requests for client-facing purposes and delivering weekly and post-campaign reporting for numerous campaigns.

Duties & Responsibilities 5

Leverage SQL Server, Excel, and visualization tools to regularly produce and update dashboards and sales deliverables
- Manage communication and report across multiple lines of business (Linear, ITV, OTT, and household addressable)
- Gather, clean, and visualize large datasets in a simplified manner
- Work closely with Data Management to manage, verify and communicate the accuracy of data

Requirements & Skills 5

Job summary 6

We are seeking an action-oriented individual with high-level communication and analytical skills to apply for the opening of Reporting Analyst. The ideal candidate will be responsible for the focused analysis of critical information to meet user demands. If you thrive on challenge and innovative problem-solving, we encourage you to apply today.

Duties & Responsibilities 6

Analyze clients’ business and data requirements and convert them into reporting or Microsoft Power BI dashboards.
Configure and administer Microsoft Power BI dashboards, reports, and datasets.
Work with clients to engage the user community and promote platform adoption.
Provide support to internal teams by integrating data from multiple sources to produce requested or required data elements and reporting
- Develop a deep understanding of the data sources and data structures of the company
- Design and develop core business metrics and create data visualization tools and self-service reporting
- Manipulate and filter large datasets to solve business problems.

Requirements & Skills 6

Job summary 7

The Reporting Analyst is responsible for coordinating, developing, and managing reports presented to Senior Management and Board level Committees; controlling workflow activities and deadlines; and maintaining, organizing, and gathering information. Collaborate with management and business partners to identify key messages and objectives of the report. Coordinate with subject manager experts to develop report contents, manages the review cycles, and support Senior Reporting Analysts to ensure timely submission of the Committee Reports to Committee Coordinators.

Duties & Responsibilities 7

Creates, distributes, and manages various Senior Management and Board level reports with multiple or various function focus. Executes procedures to ensure all reports and supporting documents are completed accurately and within the required timeframes.
Plans and maintains the schedule and workflow for multiple reports and administrative tasks. Works directly with subject matter experts to produce, contribute, review, or approve the results.
Facilitate, coordinate, and elicit reporting requirements from multiple stakeholders.
Partners with subject matter experts to extract, filter, and aggregate data using logical queries and basic programming. Constructs data metrics, statistics, and analyses. Provide trend analysis through the data analysis. Conducts the layout of information/data, including the use of infographics. Formats reports and presentation materials into established templates and style guides.
- Conducts maintenance of databases and spreadsheets through data entry and file uploads and performs verifications for completeness and accuracy. Maintains data files, archives, and documents library as well as manages the version control, updates, and approvals of key documents (e.g., policies, procedures, and audit plans).
- Supports enhancements to the functionality of spreadsheets and databases, including the use of forms, templates, and logic functions (e.g., risk assessment tools).
- Manages projects and/or small teams to support new initiatives or other automation efforts.

Requirements & Skills 7

Job summary 8

The Reporting Analyst provides financial data to our policyholders and management as scheduled or as requested.

Duties & Responsibilities 8

Calculation of policyholder annual financials (monthly, as different cases reach their dividend anniversary)
Calculation of quarterly or estimated policyholder financials (as requested by the policyholder)
Various ad-hoc reports – client-specific reporting requests and management reporting requests
Annual statement reporting / Post-anniversary dividend calculations
Write memos summarizing financial data to be given to case account managers
Review/check calculations done by others on the team and validate the accuracy of work
- Assist with projection models
- Update/enhance current spreadsheets & models
- Propose and analyze solutions for streamlining workflows

Requirements & Skills 8

Bachelor’s degree preferred
0-3 years of relevant work experience
Strong attention to detail
Ability to effectively prioritize and successfully engage in multiple initiatives simultaneously
- Strong analytical, organizational, and documentation skills
- Strong verbal and written communication skills
- Knowledge of MS Office (Word, Excel & PowerPoint), knowledge of Access helpful but not required

Job summary 9

We’re seeking a full-time Reporting Analyst. The Reporting Analyst is a part of the Client Services & Insights team. The ideal Reporting Analyst doesn't just love numbers - they’re able to tell stories and find strategic edges to technical and non-technical audiences.

Duties & Responsibilities 9

Working closely with Client Services & Insights teams to deliver regular reporting on all campaign elements across Social platforms (Facebook, TikTok, Twitter, Pinterest, Instagram), Web, Email, Podcast, and more
Diving into multi-platform analytics, both native and third-party, to understand how our campaigns are performing and how they can improve
Developing optimization strategies on a campaign-by-campaign basis to maximize campaign performance
Creatively applying statistical methods to measure sales lift, audience resonance, and content performance
Working across Company’s ad campaigns to identify trends and patterns with an eye for applications to overall brand strategy
Act as a storyteller, translating complex analytical work into easily digested analysis and recommendations for client and Account Management team
- Get your hands dirty with complex data to create quantitative marketing models and tie them back to business results
- Monthly Billing Reconciliation
- Ongoing monitoring and recording of brand social channels, campaign components, and other relevant online conversations as they relate to performance and insights

Requirements & Skills 9

BA/BS degree or equivalent with a passion for learning and research
A bachelor's degree in statistics, finance, mathematics, and/or behavioral economics is a plus
Innate curiosity and ability to adapt + be flexible, whether with new tools, platforms, processes, etc.
- Strong understanding of statistical methods and analysis such as probability distributions, regressions, correlation, causation, variance, etc
- Familiarity with monitoring tools like Netbase, Crimson Hexagon, Brandwatch, Simply Measured, and Google Analytics
- Expertise in Microsoft Excel and Google Sheets is a must

Job summary 10

We are hiring a talented Reporting Analyst professional to join our team. If you're excited to be part of a winning team, this is a great place to grow your career. Support achievement of team goals by performing daily reporting tasks and ensuring the accuracy of work and identifying areas of opportunity. Deliver reporting needs based on business requirements. Assist the business with continuous improvement and automation of tools to drive efficiency wins and productivity savings.

Duties & Responsibilities 10

Design business analysis and data recording systems for use throughout the department
Maintain databases and perform updates as necessary to ensure accuracy
Regularly examine data reports to locate and resolve mistakes throughout
Accurately analyze and collect data for various types of business reports
Create business reports that provide insight into key data points
- Communicate the results of data analysis in written and verbal form to managers
- Support various departments in reaching their goals through analysis
- Monitor data to identify changes in financial and business trends

Requirements & Skills 10

Frequently asked questions

What does a reporting analyst do?

A reporting analyst is responsible for gathering and analyzing data to create reports and make data-driven recommendations to improve business performance. Some of the specific duties and responsibilities of a reporting analyst may include:

Collecting and organizing data: A reporting analyst gathers data from various sources, such as databases, spreadsheets, and other systems, and organizes it for analysis.

Analyzing data: The reporting analyst uses statistical methods and data visualization tools to analyze data, identify trends, and develop insights.

Creating reports: The reporting analyst creates reports that summarize key findings and provide insights to business leaders and other stakeholders.

Developing dashboards: The reporting analyst creates interactive dashboards that enable stakeholders to easily visualize and explore data.

Identifying areas for improvement: The reporting analyst identifies areas where performance can be improved and makes data-driven recommendations to drive change.

Collaborating with other teams: The reporting analyst works closely with other teams, such as finance, operations, and marketing, to gather data and develop insights that can be used to improve business performance.

Maintaining data integrity: The reporting analyst ensures that data is accurate, complete, and up-to-date, and takes steps to correct any errors or inconsistencies.

Staying up-to-date with industry trends: The reporting analyst stays current with trends in data analysis and reporting and uses this knowledge to develop best practices and improve processes.

Overall, the reporting analyst plays a critical role in helping organizations make data-driven decisions to improve business performance. They must be highly analytical, detail-oriented, and able to communicate complex data in a clear and concise manner. They should also have strong technical skills, including proficiency in statistical analysis tools and data visualization software.

What skills do you need to be a reporting analyst?

To be a successful reporting analyst, you will need a combination of technical and soft skills. Some of the key skills required to be a reporting analyst include:

Analytical skills: A reporting analyst should have strong analytical skills to gather and interpret complex data and identify trends and patterns that can be used to improve business performance.

Technical skills: A reporting analyst should be proficient in using data analysis tools such as Excel, SQL, and data visualization software to manipulate and analyze large data sets.

Communication skills: A reporting analyst should have strong communication skills to present complex data in a clear and concise manner, both verbally and in writing, to technical and non-technical stakeholders.

Problem-solving skills: A reporting analyst should have strong problem-solving skills to identify issues and develop recommendations based on data analysis.

Attention to detail: A reporting analyst should have excellent attention to detail to ensure that data is accurate, complete, and consistent.

Time management skills: A reporting analyst should be able to manage multiple projects and deadlines effectively.

Collaboration skills: A reporting analyst should be able to work collaboratively with other teams, including business leaders, technical teams, and other stakeholders, to gather data and develop insights.

Continuous learning: A reporting analyst should be committed to continuous learning and staying up-to-date with new data analysis tools, techniques, and trends.

Overall, a reporting analyst should be highly analytical, detail-oriented, and able to work effectively in a fast-paced and dynamic environment. They should also be able to work well in a team environment, possess strong communication and problem-solving skills, and be committed to accuracy and continuous learning.

Olivia Powell
Recruiting expert

Last updated Sep 26

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Reporting Analyst Job Description

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Frequently asked questions

What does a reporting analyst do?

What skills do you need to be a reporting analyst?

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