Main Responsibilities and Required Skills for Reporting Specialist
A Reporting Specialist is a professional who is responsible for creating, managing, and distributing reports and other data-based documents for an organization. They analyze data sources and data points, validate the accuracy of data prior to use within a report, and share insights with business users. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for Reporting Specialists.
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Main Responsibilities of Reporting Specialist
The following list describes the typical responsibilities of a Reporting Specialist:
Acquire
Acquire and maintain working knowledge of steam systems and parts.
Act
Act in accordance with Risk Excellence and draw awareness to colleagues regarding sensitive matters.
Adhere to
Adhere to schedule and delivers results as promised.
Advocate
Advocate of the Agile mindset and process.
Analyze
Analyze business reporting requirements.
Analyze data and information to provide subject-matter insights and recommendations.
Analyze data sources and data points to identify the trends and share insights with business users.
Analyze data to understand data quality issues and propose risk mitigation solutions.
Analyze post deployment problems and suggest corrective short term and long-term steps.
Anticipate
Anticipate and prepare in advance to address emerging issues.
Assess
Assess the reasonability of report content, ensuring the complete package makes sense upon review.
Assist in
Assist in maintaining accuracy and timeliness metrics and in providing feedback on vendor.
Assist in the development of strategic plans.
Assist Reporting Lead to achieve the objectives of Reporting team.
Assist with insurance program.
Assist with special projects as needed.
Assist with the management of various internal systems utilized for reporting.
Attend
Attend meetings and liaise with Community stakeholders as required to complete tasks.
Automate
Automate report building for the management team and the board of directors.
Balance
Balance and input allocation factors for the shareholders tax slips.
Build
Build and implement report automation solution.
Build change management plans of varying scope and type.
Build cross-checks into reports to minimize manual checking and improve population accuracy.
Build high quality Tableau reports.
Build, maintain and publish CE data to the CE portal for use college-wide.
Build new reports and dashboards for end users in Cognos 11.
Build relationships and functions as a positive force on the team.
Build strong relationships with internal and external stakeholders.
Check
Check and control over deadlines for submission of tax returns and tax payments.
Check lists for balance sheets and P&L accounts.
Collaborate with
Collaborate cross functionally with other teams.
Collaborate on creation of training materials and products for virtual and classroom-based courses.
Collaborate with internal and external stakeholders in order to deliver on business objectives.
Collect
Collect all facts available to develop an informed and effective solution.
Communicate
Communicate directly with customer on data needs and key deadlines.
Compare
Compare and analysis between budget and actual.
Condense
Condense large amounts of data into high-level visual summaries.
Conduct
Conduct interviews, field testing, and assess the control environment design and effectiveness.
Configure
Configure mapping tool to support translation from source data to desired format.
Configure the LMS to meet the initiatives and match the set curriculum.
Consult
Consult with internal clients on business needs.
Convert
Convert existing reporting tools to a standardized reporting infrastructure.
Coordinate
Coordinate and track ION Supplier Quality Meetings / actions monthly.
Coordinate with project team (internal and external) to maintain project change management log.
Create
Create a data warehouse to extract data from various applications for cost, schedule and risk.
Create custom database stored procedures, triggers, views, and complex queries in SQL.
Create data dashboards, develop metrics analysis and provide relevant reports to stakeholders.
Create new visualizations which may not exist in Power BI MarketPlace.
Create process and governance around each report to drive consistent delivery.
Deliver
Deliver products and services in accordance with industry standards and best practices.
Deliver the device-based dashboards by using Tableau mobile.
Design
Design and implement data loading (ETL) and publishing processes within a DW / BI environment.
Develop
Develop ad hoc supplemental dashboards to address pressing issues.
Develop an architect to connect the data warehouse to Power BI.
Develop design specifications.
Develop impactful presentations and documents.
Develop, maintain and improve data quality and availability for comprehensive risk management.
Develop new reports and dashboards within the ITSM application (Ivanti HEAT).
Develop solutions based on an understanding of the business strategy and stakeholder needs.
Develop Test Plans, Test Cases, and Test Procedures.
Document
Document all processes and procedures for continuity and training purposes.
Document and maintain procedures for data management and reporting procedures.
Document engineering systems workflow processes.
Document requirements and propose to-be functionality based on stakeholder data or reporting needs.
Enforce
Enforce adherence to both corporate and departmental policies and procedures.
Ensure
Ensure alignment between stakeholders.
Ensure new and existing custom reports are optimized for peak performance.
Ensure the weekly, monthly refresh of data files and keep the Dashboard up to date.
Enter
Enter all workforce and technical continuing education courses submitted by programs college-wide.
Enter and modify customer and configuration data into ITSM as needed.
Extract
Extract data from Excel to generate sales quotes for customers.
Extract, Transform, Load data from multiple sources.
Follow
Follow established infection control procedures.
Gather
Gather and formats data into regular and ad-hoc reports, and dashboards.
Generate
Generate and revise reports.
Get
Get data from SCD via applications or SCD itself.
Handle
Handle multiple, complex, and paradoxical situations.
Handle reporting process (PRC & IFRS).
Help
Help coordinate project set-up in Oracle Financial MIS Accounting Module or EcoSys EPC.
Help determine business priorities and best sequence for execution of business / group strategy.
Help perform budget tracking against Purchase Orders or Subcontracts.
Help with the coordination of audit works and related financial parties.
Hold
Hold ongoing discussions with various stakeholders to assist in data collection efforts.
Identify
Identify and recommend reports and queries that can be streamlined, consolidated or eliminated.
Identify risks and mitigation strategies.
Influence
Influence and negotiate to achieve business objectives.
Investigate
Investigate and answer any inquiries clients may have regarding their output.
Investigate, record, analyze and confirm system requirements and business processes.
Investigate a problem with a logical and methodical approach.
Investigate, document and develop specifications for improvement to existing data content.
Lead
Lead initiatives for integrations and APIs between applications.
Lead in the design of research methodologies and work plans for socio-economic analysis.
Lead the development and maintenance of the risk reporting framework.
Maintain
Maintain and develop relationships with external auditors and other departments in State Street.
Maintain and modify a suite of custom excel reports using Visual Basic.
Maintain data and data quality within ION Procurement (IPR Business Unit focus).
Maintain list of feature enhancements to improve / optimize depth and scope of reporting.
Maintain organized and updated records for course setups, communications, and key contacts.
Maintain Report Inventory and Workflow Process Tools.
Maintain, run and later migrate existing MS-Access databases to the future Reporting environment.
Maintain technological functionality of the financial files.
Maintain user access and restriction to reports and its underlying data.
Manage
Manage own time with regular supervision and escalates non-standard issues.
Manage system configuration and workflow.
Manage system enhancement backlog.
Notify
Notify manager when hitting roadblocks or if deadlines need to be adjusted.
Organize
Organize and re-arrange mined data into formats that can be easily understood by customers.
Organize work information to ensure accuracy and completeness.
Oversight
Oversight of the development of software changes.
Participate in
Participate in and complete performance assessments / evaluations as assigned.
Participate in projects impacting the wider group where possible.
Perform
Perform business case analysis including creation of financial models and analysis of business.
Perform prescribed analysis and ad hoc portfolio monitoring / reporting activities as assigned.
Perform prescribed data extraction and reporting activities as directed.
Perform specific housekeeping tasks in accordance with daily work assignments.
Plan
Plans and organize work so that others can accomplish their work efficiently and without delay.
Prepare
Prepare and review reporting templates for annual and interim cycles.
Prepare and support data collection systems for field technicians.
Prepare Management Information Reporting (Ad hoc and regular).
Prepare quarterly and annual financial reports under IFRS.
Produce
Produce data models and understand where to use different types of data models.
Produce, develop and publish comprehensive standardized reports, data analytics and data processes.
Produce technical and user documentation.
Provide
Provide assistance and support during financial statements audits and internal control reviews.
Provide client advisors support with document management.
Provide information and supports the process for internal and external audits.
Provide metrics and commentary on current status of exceptions for senior level operating committees.
Provide services on a medium to high complexity level.
Provide timely and factual feedback to customers in a professional manner.
Put
Put new and existing processes into action and systematically track these.
Raise
Raise ideas to manager to support continuous operational improvements.
Recommend
Recommend mitigation strategies to the Director of Credit Risk Reporting.
Recommend and implement solutions based on analysis of issues and implications for the business.
Reconcile
Reconcile all income distributions.
Reconcile all work to assure quality and accuracy of output.
Respond to
Respond to client requests in standard and non-standard situations.
Review
Review and process client tax reporting documents.
Review and understand current state of existing process.
Review of certain balance sheet reconciliations.
Review of Converted Audit Reports (CAR) and Tax Memo, Long view reports with necessary schedules.
Review quality issues and communicate to the team and / or country group to organize remediation.
Review the project portfolio for adherence to project management methodologies.
Rewrite
Rewrite, refine and / or enhance current reports and dashboards.
Secure
Secure all relevant data is processed accurately, timely and according to the accounting framework.
Seek
Seek solutions that go beyond customer's expectations.
Standardize
Standardize, Manage and Communicate Reporting Changes.
Stay
Stay actively involved and encourage cooperative efforts between team members.
Stock
Stock processing and reprint orders.
Structure
Structure, oversee and manage projects to meet agreed upon deadlines.
Suggest
Suggest and implement reporting improvements with some guidance, leveraging technology.
Support
Support ad-hoc reporting requests.
Support and advise other areas of the business with any matters related to operational taxes.
Support BPO team on the mitigation of process escalations and problem-solving.
Support data integrity across the data presentation layer.
Support development and modification of socio-economic management plans.
Support development and UAT process and Ability to serve as a liaison between IT and business needs.
Support drug substance manufacturing GMP compliance audits.
Support integration of event tracking data from multiple platforms.
Support in the preparation and control of budget, forecast, and rolling forecast.
Support new cost basis requirements including research and reporting.
Support the business with the "Close & Control” and "Planning and Forecasting” deliverables.
Support the client service experience for internal clients in coordination with A2 or above.
Support the business with reporting tools that will enable them to make key business decisions.
Take
Take on ad hoc project work as required from your managers.
Take ownership for Clients assigned to you by your Team Leader.
Test
Test and document all new or modified Business Intelligence systems, applications and programs.
Test and review procedures created by other team members.
Train
Train other team members to develop and produce reports.
Troubleshoot
Troubleshoot Business Intelligence tools, systems, and software.
Understand
Understand and communicate internal and external drivers impacting performance and trending.
Understand and manage the delivery of reports, balancing conflicting demands appropriately.
Understand the risks associated with each report and mitigate appropriately.
Understand the value and importance of thorough documentation – it saves the company money.
Update
Update the database with current, eliminated, and new information.
Use
Use data and logic to produce results.
Use interpersonal skills to develop trust and inspire confidence.
Use quantitative and qualitative data analytics methods to respond to business challenges.
Validate
Validate the presence and accuracy of data prior to use within a report.
Work with
Work closely with Class Scheduling and Report Specialist to setup special events college wide.
Work directly with vendor(s) on system upgrades and integrations.
Work to resolve queries arising from clients, and other key stakeholders regarding the Russell funds.
Work with a customer focused mentality to internal stakeholders.
Work with Corporate requests (Boycott, Cash Tax payments and other requests).
Work with management to understand needs, ensure alignment and results.
Most In-demand Hard Skills
The following list describes the most required technical skills of a Reporting Specialist:
Financial Services
Reporting
Analysis
Banking Environment
MS Office
Most In-demand Soft Skills
The following list describes the most required soft skills of a Reporting Specialist:
Written and oral communication skills
Analytical ability
Problem-solving attitude
Attention to detail
Organizational capacity
Interpersonal skills
Work independently with little direction
Collaborative
Logical working methodology
Team player
Accurate
Meeting multiple deadlines
Work ethic
Driven
Exercise judgment
