CareerPlan

Manager, Financial Reporting and Data Analytics

Plano, TX, USFull-time2026-10-18 → 2026-11-09

Core

Supports firm executives by delivering timely, accurate reporting and operational data analysis, leading dashboard development and data insights.

Role type

Manager, Financial Reporting and Data Analytics

Builds

Dashboards, reporting packages, and data insights using multiple internal data sources

Domain

Finance / Data Analytics

Deliverable

dashboards & analysis

Required skills

Power BI, SQL, Databricks, data warehousing, ETL, data governance, team supervision, stakeholder management, process improvement

Preferred skills

Data visualization best practices, enterprise reporting platforms, international/professional services environment, advanced analytics certifications

Technologies

Power BI, SQL, Databricks

Responsibilities

Supervise, mentor, and develop reporting and analytics team members; Partner with senior leadership to understand reporting needs and deliver actionable insights; Develop and maintain recurring and ad-hoc reports, dashboards, and visualizations; Analyze KPIs, trends, and operational metrics to identify performance drivers; Ensure data accuracy, consistency, and integrity across reporting systems; Perform or oversee programming tasks for data warehouse development; Implement automation to reduce manual reporting; Collaborate with IT, Finance, and business units to resolve data issues; Translate complex data into clear, actionable insights for technical and non-technical audiences.

Seniority

Manager, hands-on leadership