Reporting Analyst (Business and Financial Operations)

Business Operations: Use keen critical thinking skills to evaluate business processes to discover areas for improvement. Typically requires collaboration with key stakeholders, development of process-improvement procedures, and implementation of strategies to achieve desired outcomes. May also require project management and performance monitoring. Financial Operations: Employ strong analytical skills to evaluate financial data, identify financial performance trends, assess financial risk, and make recommendations. Typically requires creating financial models, forecasting budgets and expenses, and researching economic conditions.

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.

Collect, clean, refine and analyze data. Create and test a hypothesis based on different interpretations of data. Develop, maintain, and update the database to ensure accurate reporting of essential data. Build reports and dashboards to ensure smooth monitoring of business and/or process status. Update data collection systems and enable automation of data collection. Work with changing priorities and prioritize based on current business needs. Make ad-hoc reports and identify areas for increased efficiency, profitability, and reliability. Study market trends based on customer data and identify trends.

Examine and validate data for accuracy and relevance utilizing varied statistical and analytical models. Liaise organization’s leadership to report and present data findings. Conduct research, collect, and analyze relevant information. Develop tools and protocols for collection of data to assure quality collection. Identify erroneous or questionable data via established and trusted protocols, methods, and procedures. Identify any problems with protocols and recommend course corrections.

Analyze and coordinate the schedule, timeline, procurement, staffing, and budget of a product or service on a per project basis. Lead and guide the work of technical staff. May serve as a point of contact for the client or customer.

Perform routine administrative functions such as drafting correspondence, scheduling appointments, organizing and maintaining paper and electronic files, or providing information to callers.

Produce financial and market intelligence by querying data repositories and generating periodic reports. Devise methods for identifying data patterns and trends in available information sources.