- Featured in:
-
More Reporting Analyst Resumes
Use these Reporting Analyst samples as a guideline or visit our extensive library of customizable free resume templates.
Select
Customize
Download
Looking for cover letter ideas? See our sample Reporting Analyst Cover Letter.
Find out what is the best resume for you in our Ultimate Resume Format Guide.
Additional Statistics Resume Samples
Reporting Analyst Resume Samples
No results found
0-5 years of experience
Developed and presented weekly and monthly financial reporting, with a focus on KPI targeting and trending analysis, to the
Board of Directors and executives
- Achieved an 11% increase in sales consultant retention rate by collecting and analyzing performance data, compiling
- Researched, analyzed and interpreted data for 2,000 sales consultants and strategized with executive team to double the lifetime value of a sales consultant
- Increased sales consultant productivity rate by 26% within 6 months by collaborating with executive team in developing
- Conducted ongoing performance tracking and success metrics for sales consultants to consistently increase operating
- Oversaw monthly and annual compensation & recognition programs for 100 senior sales consultants
0-5 years of experience
Complex analysis of sales performance metrics which helped leadership make key strategic decision on products and services
- Analyzed results, prepared key presentations and recommendations for sales and finance management
- Performed detailed analysis of rankings, sales commission, incentives data that impacted 8915 retail employees
- Prepared strategic trend reports to measure KPI, Increased leadership focus on key Performance Indicators
- Supported central region markets leadership on custom reporting needs as well educated them use of various report
- Reported to regional president daily/weekly and Month over month trends for Next + BYOD metrics, achieved 94% attach rate
- Developed wired products participation report to increase participation on wired products, improved participation by 11%
0-5 years of experience
Authored complex stored procedures, views, functions and scripts to support development team and leadership data analytics needs.
- Rebuilt, expanded and improved all legacy reports on new reporting platform using SSRS 2008 R2.
- Built out novel reports and migrated rebuilt legacy reports into new centralized reporting portal to meet reporting needs company-wide.
- Assisted Controller and Accounting Team with research and data analysis
- Directly supported Finance, Marketing, Client Services, Sales, HR departments as well as executive leadership teams and CEO.
- Consistently self-managed and independently motivated ahead of expectations in providing new data solutions to company.
- Guided and mentored junior staff and provided expertise to software development team.
6-10 years of experience
Create financial reporting models/tools in detail for $110M physician practice. Evaluate existing processes and develop a controlled method of financial reporting.
- Reduced system slowness and retrieval time of financial report information with design of databases, thereby eliminating the use of billing software for reporting
- Modernized, eliminated and condensed existing outdated reports and rewrote processes
- Implemented monthly “Executive Summary ” report identifying increase/decrease in key accounts receivable indicators against previous years
- Created daily reconciliation of cash postings and bank deposits to resolve variances
- Instituted a series of system/database audits to detect and address input code issues
- Discovered and reported material variances in daily system activity
- Built a summarized “Payer Mix” from over 1,200 third party Payer Names to a more consolidated line item format
0-5 years of experience
Tracked over $300 million in annual sales including rental revenue run rates and direct merchandise sales.
- Analyzed account purchasing behavior to identify growth opportunities.
- Created and maintained various monthly sales reports
- Maintained sales ranking reports measuring sales force performance against forecast, prior year and peers.
- Produced monthly PowerPoint presentation for corporate headquarters recapping sales highlights of the month.
- Coordinated the annual forecasting process which involves precise planning for massive data collection.
- Daily tasks involved extensive use of MS Excel and MS Access.
- Designed a relational data warehouse to maximize reporting potential.
0-5 years of experience
Own the monthly forecast process and managed the implementation of SAP Business Planning and Consolidation (BPC) software.
System Implementation
- Served as the lead project manager on the implementation of SAP BPC.
- Performed system testing and data validation, report creation, system security, data extracts and personnel training.
- Oversaw the project spend and reported on any potential overages.
- Gathered inputs from all divisions and validated data for reasonableness.
- Prepared three scenarios each month for both the Income Statement and Balance Sheet.
- Provided Executive Management with bridges explaining changes in assumption of each forecast scenario, as well as explanations of actuals versus forecast.
0-5 years of experience
Implemented Microsoft Dynamic Customer Relationship Management (CRM) system to help customers streamline workflow activities, and manage Human Resource information for 600+ employees. Mapped data using Microsoft (MS) Excel application.
- Researched and updated over 12 months of missing employee data, this increased the accuracy of Human Resources Information Systems.
- Trained personnel and staff on new HR System; resolved complex questions related to its functionality.
- Created personalized database solutions, which simplified routine processing and reporting for customers.
- Helped customers streamline workflow activities, and effectively manage human resource information.
- Collected, analyzed, and interpreted human resources data, and advised managers on the readiness of personnel, in order to plan and utilize human resources more effectively.
- Produced routine, and ad hoc reports, to respond to immediate customer request.
0-5 years of experience
Planned, directed and audited the successful completion of year-end tax reporting (1099, 5498, 1042-S tax forms) for over 50,000 shareholder tax forms while meeting all regulatory deadlines. Coordinated with internal business analysts and external vendors to meet these goals.
- Reconciled the daily 945 federal tax withholding (over $2,000,000 annually), state withholding and NRA withholding which allowed for accurate and up to date reporting.
- Prepared and delivered the electronic filings to the IRS and mandatory states for year-end tax reporting.
- Participated in the training and implementation of the upcoming Cost Basis regulations for mutual fund reporting in an effort to prepare for the future impact of these changes.
- Examined and processed daily items such as Tax Liens, Tax Levies, B notices, C notices, form W9’s and form W8’s while ensuring their timely completion.
- Worked with the Adjustments group to correct tax forms for shareholders which provided accurate reporting to the IRS.
- Fielded various Tax and Retirement questions from the Shareholder Servicing department to supply quick and informative answers to our shareholders.
0-5 years of experience
- Performed tasks to close the accounting books monthly: reviewed activity in all general ledger accounts, prepared journal entries using Oracle, arranged account reconciliations, organized accruals, answered all variance questions from top level management
- Maximized profits by implementing continuous improvement: automation of monthly reporting process generating time savings of 10 hours, account reconciliation automation generating time savings of 20 hours monthly, created credit memo spreadsheets which enhanced visibility resulting in average yearly savings of $200,000
- Worked with intercompany departments to build annual forecasts and budgets
- Managed fixed assets for 10 divisions, performed internal control audits
- Participated in the consolidation of two legal entities
- Served as a mentor for summer internship program
0-5 years of experience
REPORTING ANALYST, QUALITY COACH
Created and distributed weekly reports, evaluated agent calls, provided knowledge base expertise, trained new agents
- ︎ Built a website for 150+ employees to collaborate on projects, work on spreadsheet-like tasks, view
- ︎ Built and maintained an SQL database with over 10 million records
- ︎ Developed a task-automating program that was adapted by three [company name] centers
- ︎ Developed iPhone and iPad simulators for agents to visualize devices while supporting customers
- ︎ Accumulated the 2nd highest customer satisfaction score (98%) in site’s history of over 3,000 employees
- ︎ Doubled the average survey volume
0-5 years of experience
Daily reporting and tracking of employee current status, including attendance, terminations, new hires, transfers, moves, demotions, and promotions.
- Trained and mentored all levels of management regarding new reports.
- Processed and tracked “Call in/ Sick line” requests for multiple Xerox locations.
- Queue management- ensuring there are enough employees logged into the phone to handle call volume.
- Access Database management of employee records and skills.
- Organized and gathered data requirements for reporting projects.
- Developed and implemented new reporting strategies and procedures to enhance the effectiveness of company operations.
- Created a scripting automation tool that reduced a one-time data pull of 40000 rows of information. This saved the company over 40 hours of manual labor on this occasion.
- Created a time and attendance tool in Excel used by 500 employees for daily time keeping, personal time off, payroll estimation, and holiday awareness.
0-5 years of experience
Ensured bank account & cash reconciliations were completed timely and accurate fashion
- Provided consistent reports to both internal and external clients
- Extensive knowledge of numerous investor accounting principles and concepts
- Reviewed commercial loan servicing requirements and solved any loan payment deficiencies
- Researched records to respond to investor inquiries and internal/external audits
- Performed account and payment reconciliations
- Identified bad debt and/or financial exposure
0-5 years of experience
Project Manager for the annual Planning Cycle Project across Central Transactions Operations (CTO). Project included reviewing all performance related metrics and targets from functional level scorecards to the CTO scorecard to ensure the tracked metrics align with the objectives set for the upcoming year.
- Developed and maintained 456 CCS metrics and templates within the Dimension Management Application.
- Managed a staff of 2 Business Analysts which included on boarding, training, time/attendance and performance feedback.
- Designated SharePoint Administrator for CCS 2007 and 2010 SharePoint sites.
0-5 years of experience
Dexterously oversaw the analysis and review of the monthly and quarterly sales data used in price factor reporting calculations.
- Assisted in ensuring that program fees were validated /managed in an accurate and timely manner in accordance with company policies and procedures.
- Quick-wittingly ensured that statutory calculations were performed according to Governmental regulations in a timely manner.
- Managed legislation and regulations that affected Government pricing programs and applied that information to the company’s business.
- Expertly disputed, communicated and negotiated with the assorted state governmental entities to validate their utilization; thereby ensuring accurate payment of claims.
6-10 years of experience
- Maintained, calculated and updated security balances totaling over $3 billion in mortgages
- Prepared monthly reports based on various reporting methods in a timely manner
- Created and disbursed remittance wires and checks on a monthly basis
- Completed various banking functions and activities
- Analyze and interpret agreements related to the servicing of loans for private and securitized loans
0-5 years of experience
Managed the department’s catalog of published reports
- Identified and interpreted trends for communication to relationship managers
- Improved the quality of senior management information material
- Developed and maintained databases for Ad Hoc reporting
- Assisted with the design of new management reports and analytics
- Created and implemented Campaign Management Reporting
0-5 years of experience
Conducted daily reports for the Fraud Dispute and Fraud Resolution team
- Compiled data entry across several integrated systems
- Executed daily updates using Microsoft excel and pivot tables
- Provided knowledgeable and credible updates on Target.com and Target credit
- Transitioned confidential reports of the Fraud Department of the Financial and Retail Services
0-5 years of experience
Hand-picked by senior vice president to fill key role creating a forecasting and analysis function for fastest growing company sector with 22% growth annually.
- Designed numerous ad hoc reports for senior management significantly which positively contributed to accurate planning and budgeting in support of achievement of corporate goals.
- Created management report which successfully evaluated capabilities of designated routers and Cable Modem Termination System (CMTS) devices for Primary Rate Interface (PRI) telecom clients.
- Conducted in-depth data analysis using various data collection methods and tools. Efficiently identified, processed, and analyzed raw information for effective report creation and presentation to senior management.
- Independently developed process for tracking and reporting exhaustion of critical IPv4 address space in preparation for IPv6 rollout.
0-5 years of experience
Prepared internal month and quarter end financial reports for senior management.
- Analyzed the operational efficiency of revenue cycle departments and presents findings during the monthly close management meeting.
- Performed cost analysis over several processes in order to assist contract negotiations with major insurance payers.
- Reinvented the cash tracking and reporting process to eliminate the root cause of 98% of report errors in 2013, eliminate the need for a monthly reconciliation and provide internal leadership with accurate, timely and relevant financial information.
- Created the tools used daily to reconcile financial data and verify the accuracy of Choa reporting portals.
- Responded to ad hoc data/analysis requests of management and internal leadership.
- Developed and designed summary dashboards for the director of Patient Accounting.
- Shadowed revenue cycle departments as they worked in order to understand and outline job processes in a Visio Workflow diagram.
- Reviewed Visio Workflow diagrams in order to identify opportunity areas and make suggestions to management.
0-5 years of experience
- Utilized internal and external reports and tools to interpret client quarterly management reports, internal enterprise value summaries, and strategic reviews.
- Supported construction and research for development of internal and external enterprise value summaries, and strategy reviews.
- Developed canned and original reports for internal customer and external client analyses used for decision making and demonstrating the value of service offering.
- Provided operational analysis such as profitability and impact studies; researched and evaluated current economic conditions that may affect the organization’s ability to sell its products or services.
- Provided recommendations for reporting improvements and enhancements.
0-5 years of experience
Generated weekly and monthly KPI reports for external clients.
- Used Microsoft Visio to detail electronic process of inputting information from external clients to internal systems.
- Created a centralized tracking form, so that each department’s KPI metrics could be monitored and reviewed by company’s executives.
- Updated and maintained the company’s Dashboard to ensure that the real time data being viewed by our clients was accurate.
- Created user accounts and provided user access to facility’s data as needed
- Assisted with streamlining the communication of sensitive patient information between our internal teams and our clients.
0-5 years of experience
Reported on various portfolios including Schedule/Schedule Schedule/Actual remittance types
- Analyzed and completed reports to master servicers and Trustees based on the reporting due date in each of the agreements.
- Processed the monthly wiring of remittances for over 77 securitizations including 38,000 + loans
- Successfully balanced multiple reporting cutoffs and widely ranging remittances deadlines throughout the month.
- Researched and cleared Investor Reporting related bank outages.
- Researched and cleared loan level outages and implemented the proper solution to prevent outages going forward.
- Researched and resolved bank reconciliations discrepancies for modified and liquidated loans.
- Created procedures and check lists for various deals streamlined the process
- Performed monthly SCRA Analysis to ensure proper reporting to the investors.
- Performed Modified and liquidated Loans analysis for the team to ensure accurate reporting on a monthly basis.
0-5 years of experience
Prepared and created client specific reports including customized performance reports, agendas, personal financial statements, financial plans, budgets, asset allocation scenarios and other analysis as required.
- Analyzed, verified and researched performance outliers of all investment products; work with operations and bankers to resolve all performance and reporting issues.
- Oversaw all aspects of the quality and timeliness of client deliverables aimed to improve quality of performance and data reporting.
- Responded to all performance adhoc requests and questions to all parties.
- Participated in special projects to automate work flows and increase efficiency. Worked with business analyst/IT staff for development of new applications or enhancements to existing applications.
0-5 years of experience
Oversaw budget development, allocation of resources, management reporting, and facilitated the programs evaluation and report process. Helped manage risk analysis and mitigation plans, status reports, client presentations, prepare business process models and established critical success factors.
- Developed an Excel/Access based verification tool that monitored and tracked inventory of over 2 million E-ZPass transponders.
- Applied policies and procedures to address employee performance gaps to ensure work objectives were met.
- Identified additional cost effective solutions relating to logistics and productivity to improve and expand program scope.
- Implemented processes improvements and controls for data collection and analysis.
- Responsible for the supervision of ten full-time professionals.
0-5 years of experience
Developed a product database that cut product development time in half
- Developed advanced reporting and analytics to track insurance industry filings
- Maintained Allianz Assistance Compliance and Risk website using Dreamweaver
- Handled all reporting requests for the Compliance and Risk division
- Automated calculated reports, reducing reporting time by more than 60%
10+ years of experience
Responsible for managing and producing multifaceted measurements presentations for Account Executives and their Account teams using data inputs from multiple tools and sources. Operated personal computers, Excel spreadsheet, various databases, Microsoft presentation, and other related software. Delivered on demand reporting that captured measurements/performance in accordance with contractual agreements. As team process owner, Represented team during audits and supervised team to ensure audit readiness. Managed 13 accounts, Organized and prioritized work to meet deadlines, Prepared and presented oral and written communications, Resolved problems and presented recommendations, Performed mathematical computations, Provided effective customer service, Conducted research and/or statistical analysis and compiled results, Established and maintained effective working relationships with other teams and customers.
- Proactive in creating solutions in an effort to meet or exceed SLA targets.
- Delivered Measurements Packages on time and accurately 99% of the time.
- Implemented Microsoft stack feature that reduced customer presentations from 100 to 50 slides.
- Lead team during ISO Audits and received two team awards and one Bravo award.
- Liaison and/or Measurements Account Focal during transitions.
0-5 years of experience
Established and maintained research goals and timelines.
- Designed research methodologies.
- Collection and cleaning of data
- Directed analysis of data
- Used of VBA to Customize MS Access forms and Reports
- Implemented protocols and policies to automate operation of a call center.
- Supervised a staff of 6 who support DHS shelter clients in maintaining and managing their Public Assistance benefits.
10+ years of experience
Initially hired as a Store Accountant and received a series of job advancements to Financial Systems Analyst and Financial Reporting Analyst in the Finance and Control department.
- Designed and implemented a PC based application to assist field personnel in creating monthly budgets based on historical and current trends.
- Used various PC and mainframe applications to develop a growing base of financial data.
- Provided accurate measurements of productivity and profitability for 180 retail locations.
- Interacted with various departments including corporate management.
- Conducted monthly, quarterly and yearly financial analysis.
0-5 years of experience
Developed Elevate Performance Viewers product which combined telephony, sales, and operational efficiency information in a one stop package for consultants, leaders, contact center managers.
- Tested, supported and managed reporting databases using Oracle/SQL and UNIX.
- Built and maintained relationships with key stakeholders in order to achieve high standards for project initiatives.
- Remodeled switchboard reporting and upgraded database technology based on business requirements.
0-5 years of experience
Lead BI and Analytics functions for [company name] TV satellite division
- Analyzed large datasets of iPhone and Android mobile apps data to identify metrics, drivers, performance gaps and opportunities for improvement
- Identified KPIs that are most appropriate to the business and monitored business performance
- Conducted Weekly Business Reviews to provide business updates to executive team
- Gathered data from diverse sources and created automated reports
- Owned Mobile data and metrics logic and provided knowledge regarding business data
- Provided analytics support in benchmarking and target setting efforts and Product A/B Testing
- Collaborated with executive team, product management team, business intelligence team, data warehousing team and product engineering team
0-5 years of experience
Extracted customer information from databases and employed SAS to generate reports that meet business requirements.
- Analyzed insurance sales data to target potential customers and guide salesmen.
- Monitored and reported existing customer behavior including insurance renewals and payment delinquency. Appropriately assigned salesmen’s approach to customers based on their days past due.
- Monitored and reported the performance of insurance salesmen and ranked their performance by Year-over-Year and Month-over-Month sales growth rate. Provided suggestions to improve the effectiveness of the sales incentive program.
- Built strong working relationships with salesmen. Supported the manager on key initiatives to increase revenue and reduce expenses.
0-5 years of experience
Managed the preparation and distribution of internal financial statements and reports for 20+ entities, while maintaining the highest quality, reliability and accuracy.
- Key contributor to the monthly closing process, including reconciliations and analysis of related accounts of all entities.
- Responsible for presenting the monthly final financial statements to the various entities
- Developed and maintained the integrity of the financial reporting process and financial controls with concentration on complex consolidations.
- Coordinated and updated written policies and procedures over the financial reporting process.
- Responsible for researching and resolving accounting issues including evaluation and implementation of new
- Participate in the Company’s annual audit with the independent auditors
0-5 years of experience
Lead BI and Analytics functions for [company name] TV satellite division
- Analyzed large datasets to identify metrics, drivers, performance gaps and opportunities for improvement
- Identified KPIs that are most appropriate to the business and monitored business performance
- Conducted Weekly Business Reviews to provide business updates to executive team
- Gathered data from diverse sources and created automated reports
- Owned company data and metrics logic and provided knowledge regarding business data
- Provided analytics support in benchmarking and target setting efforts and Product A/B Testing
- Collaborated with executive team, product management team, business intelligence team, data
0-5 years of experience
Supported senior management by collecting data and producing spreadsheets
- Provided support to the finance department by generating and analyzing the specialize report
- Monitored project progress and coordinated work with the project manager all over the country
- Responded quickly to emailed requests for data updates
- Participated in all project meeting and attended call
0-5 years of experience
- Increased efficiency and accuracy of the monthly Board Package by cutting the preparation time up to as much as 50% and instituting edit checks which reduced the review time.
- Prepared cash flow statement for quarterly SEC filing form 10-Q.
- Reviewed regulatory reports prepared by regulatory reporting analyst.
0-5 years of experience
Coordinate with the end user to leverage enterprise-level reporting tools to develop and deploy reporting solutions.
- Designed a reporting solution for newly launched MIS (mobile internet service) that is used to evaluate orders for creating a better experience for new customers.
- Created a reporting solution for Wi-Fi service that helps determine coverage area.
- Integrated MIS data and Intelligent Home product into daily subscriber netgain reporting.
- Provide software usage guidance to junior team members, vlookup, pivot tables, and SQL syntax.
- Troubleshoot and upscale Access databases and Excel files for other business groups.
- Pass on knowledge of creative troubleshooting to junior team members.
0-5 years of experience
Prepared presentations for all clients while working closely with our client relations Account Executives
- Managed preparation of client reporting, including financial, clinical, and utilization outcomes
- Helped design and develop processes and reports to continually improve efficiency, readability, and depth of information presented within all reports to both internal management and external clients and providers
- Worked to help with the resolution of complex issues related to measurement methodologies, study design, and measurement techniques
- Strong analytical skills with regard to understanding and manipulating data across various platforms
- Supported the Client Relations department with any questions, inquiries, and ad hoc requests
- Able to step outside the box to develop new processes that allow for more efficient work flow and use of resources
0-5 years of experience
- Managed the category classification process to accurately represent global spend for proper expense management and the development of strategic plans across all categories (e.g., IT Professional services, Facilities, Real estate, Office supplies, Travel, Advertising & Marketing, etc)
- Interpreted complex spend data at a global level using various sources including feedback from Sourcing Managers, Sourcing Analyst and Global leads
- Manipulated data in Excel in order to categorize spend to the appropriate product and/or service
- Provided key analytics for early payment discount opportunity that initiated a global project generating $60MM in cost savings
- Led team to streamline monthly spend classification process and increased productivity by 41%
- Launched feedback log tool via SharePoint to Sourcing Analysts and global leads to track and manage changes to spend classification as well as providing training and usage feedback
- Collaborated with third-party vendor to provide highly accurate spend classification by identifying trends, clarifying inconsistencies and monitoring progress on weekly basis
- Improved accuracy of data models through User Acceptance Testing (UAT) and internal systems
- Created metrics reports on a monthly and quarterly basis
- Provided ad hoc reporting and analytics to senior management
0-5 years of experience
- Performed month end and quarterly business segment reporting for 15 business units including differences in balance sheet and P & L reconciliation.
- Prepared and reported over $16 billion in monthly management book reconciliations.
- Responsible for $3.1billion in Quarterly Reporting and $15 million in Cash Flow reporting.
- Reconciled/researched outstanding reconciling items on higher complexity GL accounts.
- Lead special projects/initiatives impacting business unit reporting including Pearl migration, the new chart of accounts project, and various loan modification programs.
- Supported audit requests from internal examiners and KPMG on periodic reviews.
0-5 years of experience
Draft annual, semi-annual and quarterly financial statements and Forms N-SAR, N-Q24F-2, and N-CSR for registered investment companies
- Prepare fund expense proformas
- Review fund expenses and accruals; coordinate accrual adjustments with client and financial reporting team
- Developed and maintained working familiarity with applicable laws, regulations and interpretations governing financial statements and disclosure, including Investment Company Act of 1940, IRS Code, GAAP, Regulation S-X
- Effectively communicate timetables with business partners
- Assigned as the primary internal contact for assigned funds
- Assist with information to be provided to independent auditors as it relates to the annual financial statements
- Maintain a high level of accuracy and meet set deadlines in completing assigned job duties
- Partner with Creative Services to ensure completed work is accurate and in line with client expectations
0-5 years of experience
Worked with Human Resources and cross functional corporate Target team to refine MicroStrategy desktop training materials for all of Target.
- Partnered with Cross Functional/international team to update and refine MicroStrategy source data for Target.com data warehouse.
- Created training documentation for rollout of MicroStrategy to Target.com user groups
- support of MicroStrategy implementation/rollout by hosting “open lab” sessions to offer one on one training, tips and tricks for new users.
- Managed daily Ad-Hoc reporting requests.
- Developed Key Performance Indicators (KPIs), reports, and dashboards using data from multiple sources
- Managed reporting & analytics projects between business clients and offshore developers
- Managed projects from clients engagement, prioritization, requirements, development, testing, and go live
0-5 years of experience
- Coordinated and managed marketing campaigns utilizing databases, direct mail, eMarketing, and telemarketing communications.
- Provided detailed analysis, written and verbal, of marketing activities including recommendations on strategic marketing changes based on results.
- Developed and executed complex queries for segmenting, customer and product analysis, customer profiling, profitability, cross-sell, and up-sell opportunities
- Design, develop, and test SQL tables, queries, and procedures to cleanse name and address data to improve accuracy and match rates.
- Oversaw development of new and existing processes and audit them to ensure the accuracy of all data transformation and ETL processes.
- Analyze campaign performance, effectiveness, and growth and make recommendations to improve response and ROI.
- Analysis and interpret data in support of direct marketing strategy development.
0-5 years of experience
Ensure quality, accuracy and timeliness of all financial operations related activities including periodic forecasts, annual $2B budget / operating plan preparation.
- Prepare monthly and quarterly senior management reporting of worldwide consolidated results including biweekly forecasts, variance analysis, and executive summary reports.
- Proactively monitor results to help identify issues, opportunities and challenges.
- Drive and cultivate collaborative relationships with various finance business partners to facilitate an understanding of key business drivers.
- Prepare all communications and presentations for the CFO to the parent company.
- Provide professional guidance, training and leadership to finance staff in order to maintain a highly motivated and competent work force.
6-10 years of experience
Uses automation and template creation to reduce standard report turnaround time from two weeks to two days.
- Develops utilization reporting and analysis for major client accounts.
- Oversees and provides tutorship to junior level staff.
- Enhances business decision making capabilities by providing strategic data analysis to executive
- Determines business intelligence project requirements to ensure data quality and solutions meet
- Works with clients, account executives, and project and business leaders to identify, design,
0-5 years of experience
Develop various reports daily, weekly, monthly and quarterly for management and clients
- Monitor practitioners and upkeep of quality review information within data base
- Assist in special projects with other departments that required attention
- Maintain two internal databases for collection, tracking and reporting of provider data
- Responsible for organizing and gathering documentation for credentialing/contract audits
- Ensures compliance with the National Committee for Quality Assurance (NCQA) credentialing standards
0-5 years of experience
Manage all weekly and monthly reporting for Multi-Dwelling Unit sales channel via HTML frontend and SQL backend
- Redesign existing manual Excel reports into automated outputs
- Design new reports and slideshows to reflect new metrics and KPIs
- Create custom SQL queries and Excel reports for ad hoc reports
- Oversee ongoing data integrity project to improve overall database quality
- Create SQL-based tool to track performance of ongoing sales and retention project at more than 100 properties nationally
- Administer SQL module for tracking and reporting of sales quotas and integrate module into existing reporting
Reporting Analyst Duties and Responsibilities
Though reporting analysts work in a wide variety of fields, ranging from healthcare to financial services, their core duties are the same across industries:
Gather and Input Data Reporting analysts gather and maintain a wide array of data-related business processes and reporting. This involves both entering information into existing databases and creating new processes and programs to accurately input and store critical data. They also work with data structures and metadata to ensure consistency, security, and accessibility.
Analyze Information Reporting analysts take an active role in data analysis and interpretation. Depending on the industry, this can include analyzing customer behavior provided by sales teams, financial data and forecasts, or employee data provided by human resources departments. Reporting analysts frequently need to exercise sound judgment while analyzing and interpreting data to ensure a high level of accuracy, timeliness, and usefulness for business leaders.
Prepare Reports Reporting analysts prepare business documents and presentations for upper management and executives. They use data-gathering and modeling strategies to provide an overview of new processes and enhanced procedures for business-wide reporting. They also prepare the actual business reports, which include data on sales, customers, and financial performance.
Design Data Management and Reporting Tools Many reporting analysts also play a direct role in designing and developing reporting tools that are then deployed across the organization. They may develop databases and systems for inputting, managing, and securing an organization’s data. They use their familiarity with SQL and servers to design and deploy these systems, frequently collaborating with IT professionals to troubleshoot systems and train employees on their use.
Collaborate with Business Teams and Leadership Reporting analysts frequently work across business lines, conferring with managers and executives to gather requirements and specifications while developing enhanced data and reporting tools. They work directly with team leaders to gain a better sense of the current shortcomings in reporting technology and devise solutions to enhance reporting and data management.
Conduct System and Database Audits To ensure a high level of security, accuracy, and efficiency, reporting analysts conduct routine audits of data storage systems and databases, conducting many tests and analyzing the results before devising new solutions or finding ways to enhance data management solutions.
Reporting Analyst Skills and Qualifications
The reporting analyst’s role is data-driven, requiring a high level of attention to detail. Companies typically hire candidates who have bachelor’s degrees in finance or computer science, along with the following skills:
- Data management – reporting analysts should have extensive familiarity with data management principles and practices, including metadata management and data access technologies
- Analysis – to rigorously and effectively examine large quantities of data and derive insights from these data sets
- System architecture – reporting analysts are frequently tasked with designing database and data management systems for company-wide deployment
- Written and verbal communication – to communicate across business lines and report on findings and processes to executives and employees
- Problem-solving – to find solutions to an organization’s data management and reporting problems and to be able to adapt and modify solutions based on changing requirements
Reporting Analyst Education and Training
Reporting analysts come from a variety of educational backgrounds, but most have a bachelor’s degree in a field closely related to data management or business, such as computer science or finance. Many companies also seek candidates who have completed a graduate degree in a related field. An applicant with an undergraduate degree in computer science and a master’s in business administration would be well-prepared for this role. Because every organization has different reporting and data management needs, there are significant opportunities for on-the-job-training in this role.
Reporting Analyst Salary and Outlook
Both Glassdoor and PayScale have gathered data related to reporting analyst salaries. Glassdoor estimates that reporting analysts earn an average of $52,898 per year based on 1,369 reports. PayScale estimates an annual salary of $56,751 with 1,455 workers reporting. Both estimate that the lowest 10 percent of workers in this field earn $41,000 annually. Glassdoor estimates that the highest earners make $71,000 per year, while PayScale reports some salaries closer to $80,000 annually. The Bureau of Labor Statistics does not provide employment outlook information for this specific role, but budget analysts roles are expected to grow seven percent from 2016 to 2026 and financial analyst employment is expected to grow by 11 percent within the same time period. These roles do have some overlap with reporting analysts, so this may provide a good estimate of the rates of employment growth in this field.
Helpful Resources
We searched the web and found several resources if you’re interested in learning more about a career as a reporting analyst:
The Differences Between a Business Analyst and a Data Analyst – Read about the duties that a reporting analyst may have in various organizations.
Data Management: Databases and Organizations – Learn the principles of organization data analysis, along with best practices for reporting analysts.
What Does a Data Analyst Do? Exploring the Day-to-Day of This Tech Career – Find out more about careers in data analysis and management.
SQL Queries for Mere Mortals: A Hands-On Guide to Data Manipulation in SQL – This book explores fundamentals of SQL data management and system architecture.
Rate This Article
[Reporting Analyst]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
