CareerPlan

Manager, Financial Reporting and Data Analytics

Plano, USFull-time2026-10-16 → 2026-11-10

Core

Manager leading financial reporting, data analytics, and dashboard development to support firm executives and strategic decision-making.

Role type

Manager, Financial Reporting and Data Analytics

Builds

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

Domain

Professional Services / Financial Reporting / Data Analytics

Deliverable

dashboards & analysis

Required skills

Power BI, SQL, Databricks, Data Warehousing, ETL, Data Governance, Team Leadership, KPI Monitoring, Process Automation

Preferred skills

Data Visualization Best Practices, Enterprise Reporting Platforms, International/Professional Services Experience, Advanced Analytics Certifications

Technologies

Power BI, SQL, Databricks

Responsibilities

Supervise and mentor 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 and reporting infrastructure; Implement automation to reduce manual reporting and enhance efficiency.

Seniority

Manager, hands-on leadership