Advisory Operations Reporting Analyst
2 weeks ago
Job Summary:
The Reporting Analyst will be responsible for developing and maintaining reports and dashboards that support business decision-making. This role involves working with various departments to understand reporting needs, extracting and analyzing data, presenting findings in a clear and actionable manner and maintaining developed reports and dashboards.
Key Responsibilities:
- Reporting & Visualization:
- Design, develop and maintain reports, dashboards, and visualizations using BI tools such as Power BI, Tableau, or QlikView.
- Ensure reports are accurate, timely, and meet the needs of stakeholders.
- Present findings and insights to stakeholders in a clear and concise manner.
- Data Collection & Analysis:
- Extract and analyze data from multiple sources to support reporting requirements.
- Identify trends, patterns, and insights from data to inform business decisions.
- Data Modeling & Management:
- Design and implement data models to support reporting and analytics.
- Ensure data integrity and accuracy in all reports.
- Maintain and update data sources and databases as needed.
- Support data clean-up efforts utilizing COIN or other firm developed applications.
- Collaboration & Communication:
- Work closely with business units to understand their reporting needs and provide solutions.
- Present data findings and insights to stakeholders in a clear and concise manner.
- Continuous Improvement:
- Identify opportunities for process improvements in reporting and data analysis.
- Stay updated with the latest reporting tools and technologies.
Qualifications:
- Bachelor’s degree in Business, Finance, Information Technology, or a related field.
- Advanced proficiency using reporting and visualization tools such as Power BI, or Tableau.
- 3+ years proven experience as a Reporting Analyst or in a similar role using Power BI.
- Strong proficiency in Power BI, including DAX and Power Query.
- Experience with SQL and data warehousing concepts.
- Excellent analytical and problem-solving skills.
- Excellent communication and presentation skills.
Preferred Skills:
- Experience working with Relational and Dimensional Data Models to create reports and dashboards.
- Understanding of Data Modeling (Conceptual & Logical).
- Knowledge of programming languages like Python or R.
- Familiarity with data warehousing concepts and ETL processes.
- Experience delivering business intelligence solutions in an FP&A environment is a plus.
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