Financial Reporting & Projects Analyst
Core
Develop, maintain, and enhance financial reporting, management dashboards, and planning processes to support senior management and business leaders.
Role type
Financial Reporting & Process Enhancement Analyst
Builds
Recurring management reports, financial dashboards, performance scorecards, and automated reporting solutions
Domain
Banking / Financial Planning & Analysis
Deliverable
dashboards & analysis
Required skills
Financial data gathering and reconciliation, report design and simplification, process improvement, automation of manual processes, stakeholder partnership, ad hoc analysis, process documentation, data accuracy management
Preferred skills
Data visualization (Power BI, Tableau), ERP/HR system familiarity (SAP, Oracle, Workday), Advanced Excel and PowerPoint, Budgeting and forecasting concepts, Process improvement methodologies
Technologies
Power BI, Tableau, SAP, Oracle, Workday, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Prepare recurring management reports and financial dashboards; Validate and reconcile financial data from multiple systems; Evaluate existing reports for simplification and automation; Partner with Finance and business teams to understand reporting needs; Support automation initiatives using BI platforms; Provide training and support to report users
Seniority
Mid-level, hands-on IC