Main Responsibilities and Required Skills for Reporting Analyst
A Reporting Analyst is responsible for preparing analyses, reports, and dashboards to drive key business decisions. They monitor regular analysis of business workflow using statistical techniques and make recommendations. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for Reporting Analysts.
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Main Responsibilities of Reporting Analyst
The following list describes the typical responsibilities of a Reporting Analyst:
Adhere to
Adhere to and demonstrate proficiency in agreed KPIs, SLAs, and customer service standards.
Adopt
Adopt, implement and effectively evolve report automation standards.
Analyze
Analyze and reconcile variances between the general ledger, sub-ledgers, and systems.
Analyze business processes.
Analyze your findings and suggest strategic and operational improvements and changes.
Apply
Apply Generally Accepted Accounting Principles (GAAP) to create or update financial statements.
Assist in
Assist external auditors with data requests.
Assist in design, development, updating and editing forms for the client database.
Assist in developing reports for the Research Data Governance and Integrity group.
Assist in identifying opportunities within the business.
Assist in initiatives focused around cost savings and process improvement.
Assist in quarterly reviews and annual year end audit of financial statements.
Assist in tax dispute resolution, thorough analysis, and research.
Assist in the completion of the annual budgeting process for the relevant businesses where required.
Assist in the continuous improvement and optimization of all analytics processes.
Assist in the coordination and delivery of due diligence or audit material.
Assist in the preparation of EPS calculations.
Assist in the production of the Bank's entire suite of regulatory reports.
Assist in Weekly Canadian Document Services reporting.
Assist Manager, Corporate Tax & Audit on other ad-hoc projects.
Assist the Accounting Department in their monthly close process.
Assist with daily, weekly, and monthly departmental performance reports.
Assist with implementing and maintaining internal financial controls and procedures.
Assist with implementing new process and / or procedures.
Assist with project work or other tasks as assigned.
Assist with special projects periodically as requested by senior management.
Assist with the compilation and distribution of key financial and management reports.
Assist with the coordination of the Company's annual audit with the independent auditors.
Assist with the month-end close (reporting).
Assist with the preparation of the financial statements for each of the operating division.
Automate
Automate BI solutions (dashboards and self-service solutions) using Tableau.
Automate & simplify processes for reporting, measuring, and tracking metrics.
Build
Build and maintain bottom-up budgets and P&Ls (all departments, consolidated view).
Build dashboards and presentations to report on the department's productivity and efficiency.
Build required supporting files and analysis to aid reporting and future comparisons.
Collaborate with
Collaborate with a team of Analysts to successfully deliver quality analytics projects on time.
Collect
Collect additional information from the reporter as needed and research operational concerns.
Collect data, analyze trends, draw conclusions and make recommendations.
Communicate
Communicate difficult concepts and negotiates with others to persuade a different point of view.
Communicate the results of data analysis in written and verbal form to managers.
Complete
Complete all Strategic Account Team core tasks as scheduled for assigned accounts.
Conduct
Conduct product evaluations and develop proof of concepts.
Coordinate
Coordinate with various Controllers to obtain an understanding of their chart of accounts.
Create
Create and maintain SSRS and Report Builder reporting solutions including end-user training.
Create appealing visualizations and reports for custom ad-hoc projects using Tableau.
Create custom reports for top media clients based on their needs and tailored to their processes.
Define
Define reporting data sets, semantic layer, KPI's and metrics for tableau reports.
Define test cases and build reports within Compliance Reporting system.
Design
Design and maintain Executive Tableau dashboards.
Design complex ad-hoc reports according to internal requests.
Develop
Develop ad-hoc queries and reports based on requirements.
Develop and prepare monthly reporting packages on a consolidated and non-consolidated basis.
Develop frameworks for developing new BI reports and alert systems.
Develop, maintain, and continuously improve reporting solutions including business intelligence.
Develop the balance sheet and cashflow assumptions for budgets, forecasts and strategic plans.
Devise
Devise reporting frameworks and key metric definition.
Discuss
Discuss the drivers affecting report results in weekly meetings with Global Risk Oversight team.
Edit
Edit and manage forecasting reports.
Ensure
Ensure compliance with applicable federal, state and local laws and regulations.
Ensure confidentiality of data by following established security / confidentiality standards.
Ensure data quality through documenting field and filter usage and following standard guidelines.
Ensure timely communication of issues / points of interest.
Ensure timely completion of tasks and assignments in a high volume work environment.
Escalate
Escalate complex queries to appropriate owner (inside or outside of HR).
Evaluate
Evaluate data sources for relevance, integrity and accuracy.
Examine
Examine reports and produce accurate data.
Explain
Explain and vulgarize the results and adjust the speech for the right audience.
Follow-up
Follow-up on and review deliverables to ensure that they are received timely and complete.
Gather
Gather and document business processes into centralized business glossary and maintain that document.
Gather relevant data from respective business units and document business requirements.
Generate
Generate both periodic and ad hoc reports as needed.
Generate insights and reports for both internal use, and external rights holder partners.
Help
Help populate standard templates for MBR, QBR and other key management meetings.
Help prepare quarterly presentations for the CEO and CFO to Committees and Board of Directors.
Help us bring the next generation of life-changing medical technology to patients worldwide.
Identify
Identify and define new process improvement.
Identify and implement ways to automate recurring reports.
Identify continuous improvement opportunities.
Identify gaps and develop new metrics to report significant trends and business characteristics.
Identify gaps in data and apply your creative thinking to make improvements to the quality.
Interpret
Interpret data, analyze results using statistical techniques and provide ongoing reports.
Interpret financial documents such as loans, contracts, leases, etc. and articulate.
Investigate
Investigate and recommend enhancements to support efficiencies in reporting processes.
Isolate
Isolate key drivers, quantify impacts, and forecast implications to the business.
Lead
Lead in the collection and calculation of supporting information for public disclosures.
Lead / participates in the design, implementation and management of core business / group processes.
Lead process improvement efforts across multiple segments of TWDC and various international regions.
Leverage
Leverage monthly data to identify and analyze trends, gaps / spikes / anomalies.
Liaise with
Liaise with internal stakeholders to obtain key information for compensation and billing matters.
Maintain
Maintain an open and honest attitude while making moral decisions.
Maintain data integrity in systems by running queries and analyzing data.
Maintain Gross to Net rates in SAP and VISTEX.
Maintain organized physical and electronic filing systems to ensure documents are readily available.
Maintain professional and technical knowledge.
Maintain up to date knowledge of latest partner platform updates, including YouTube and Facebook.
Make
Make it more appealing and accessible to business user.
Manage
Manage all disputes and reporting.
Manage inquiries received from the various internal / external stakeholders.
Manage, maintain, and administer global database systems (primarily SQL Server).
Manage monthly reporting to business partners on financial results and actions required.
Manage small security or technology projects as needed.
Manage support requests through direct user contact or IT ticketing systems.
Meet
Meet established expectations and takes responsibility for achieving results.
Monitor
Monitor and share fluctuations in business critical KPIs.
Monitor areas of governance related to human resources, legal affairs and senior management.
Monitor regular analysis of process workflow and account activity.
Monitor review & approve all change ticket as per the workflow.
Monitor Vendor ASN feeds for Bell Mobility Devices and Sim Cards.
Oversee
Oversee upcoming moves between offices / floor, liaising with Corporate Real Estate, if needed.
Participate
Participate in decisions surrounding proposed internal policies and procedures.
Participate in department special projects.
Participate in internal and external meetings.
Participate in process improvement initiatives.
Participate in Request for Proposal process related to specific therapeutic area of expertise.
Participate in SAP system refreshes.
Participate in year-end planning meetings with client, auditors and internal teams.
Perform
Perform complex key analytics to inform Executive Management team of business results.
Perform special assignments as requested.
Practice
Practice and promote teamwork at all times.
Prepare
Prepare ad hoc analyses upon request.
Prepare and distribute weekly management report(s).
Prepare and review reconciliations and create schedules and presentations for senior management.
Prepare daily, weekly, & monthly reports for Sales & Marketing.
Prepare ongoing metrics, reports, analyses, dashboards, etc. to drive key business decisions.
Prepare period-end and year-end reconciliations, checklists and schedules as required.
Prepare Xtensible Business Reporting Language (XBRL) tagging of financial statements and footnotes.
Prioritize
Prioritize and manages own workload to deliver quality results and meet assigned timelines.
Produce
Produce all Monthly and Quarterly investment reports before the designated deadline.
Produce specialized reporting packages, dashboards and scorecards for the business.
Promote
Promote "substance over form” approach in performing control activities.
Provide
Provide day-to-day support and delivery of analytics insights and collateral.
Provide detailed support to Operating Areas to help them understand their Margin performance.
Provide input to reporting policy and procedures.
Provide suggestions, ideas, and opportunities to support business needs.
Provide support for investigating and troubleshooting production and data integrity issues.
Provide system research, reconciliation and analysis in support of the bank's CRA program.
Provide timely, insightful and eloquent reporting and analysis on inventory.
Provide training on the financial reporting systems as needed.
Provide training to team members on newly developed reports and processes.
Publish
Publish and distribute financial information within Corporate timelines.
Publish finalized reporting solutions to business leaders and stakeholders.
Reconcile
Reconcile custodian banks reports and related audit packages to shareholder reports produced.
Report
Report adhoc / daily / weekly / monthly KPI's within a time sensitive environment.
Report Writer in Workday experience a big plus.
Research
Research and analysis of various tax issues including drafting memos to file.
Research, evaluate, recommend, and plan patching and upgrades of database technology.
Research / remediation as needed.
Respond
Respond to stakeholder inquiries related to work provided.
Review
Review and assist in resolution of notices from tax authorities.
Review and / or prepare reports for management.
Review and recommend approval of commission and Partner Referral adjustment submissions.
Review / validate risk assessments and their resultant controls.
Support
Support business processes as required to ensure efficient operations.
Support cash flow reporting and forecasting processes across the Group.
Support liquidity and collateral related analytics, including cash and yield allocation.
Support the deployment of the solution and provide post deployment support.
Support the production of financial, regulatory, and management reporting requirements.
Support the refinement of EVM Certification Documents.
Support U.S. GAAP / IFRS conversion activities and related disclosure and reporting initiatives.
Take
Take a lead role in supporting departmental audits including user recerts, compliance testing.
Take responsibility to keep up to date with changing regulations and policies.
Test
Test programs or databases, correct errors and make necessary modifications.
Understand
Understand both IFRS and Full Cycle Accounting, inside and out.
Understand general business operations and their associated data subject areas.
Understand reporting needs across HR and how they relate to business drivers and important metrics.
Update
Update and enhance existing reports to meet the growing needs of stakeholders.
Update global performance statistics, such as index values.
Utilize
Utilize available audit and control reporting tools to ensure accuracy.
Utilize existing forecasts as the basis for scheduling activities and maintaining teams.
Utilize contacts to build and strengthen internal support.
Validate
Validate the quality and integrity of the data included in all reporting.
Work
Work closely with cross-functional product and data teams to create & validate data sources.
Work cross functionally with Accounting, Legal, FP&A, Operations, IT, HR, etc..
Work directly with operations to explain variances.
Work next to cross-functional partners in Accounting and Operations to execute against plans.
Work with Accounting on the monthly and quarterly financial close process.
Work with a variety of data sources.
Work with business units to set KRM thresholds and rationales.
Work with IT on data / report automation in SuccessFactors and Enterprise Data Warehouse.
Write
Write and / or update operational procedures.
Most In-demand Hard Skills
The following list describes the most required technical skills of a Reporting Analyst:
Reporting
Business
Mathematics
Economics
SAS
Data Analysis
CPA
Business Intelligence
Most In-demand Soft Skills
The following list describes the most required soft skills of a Reporting Analyst:
Written and oral communication skills
Analytical ability
Problem-solving attitude
Attention to detail
Organizational capacity
Interpersonal skills
Time-management
Multi-task
Detail-oriented
Work independently with little direction
Team player
Self-motivated
Self-starter
Accurate
Critical thinker
Quick learner
Creative
Priority management
Collaborative
Organized
