ANALYTICS REPORTING JOB DESCRIPTION

A week in this role moves between structuring investment return models for Portfolio Managers and preparing enterprise controls reporting for senior risk committees. Neither task is interchangeable with what a Data Analyst or Reporting Analyst does, because the Analytics Reporting owns the interpretive layer — translating raw financial data into the decision-ready outputs that drive portfolio strategy. Financial services firms operating under enterprise risk and control frameworks, including institutions subject to cross-functional audit oversight, staff this seat to close the gap between raw data and executive action. The stakes are measurable: when this work slips, risk committees lose visibility into control effectiveness and portfolio performance simultaneously.

As the Analytics Reporting, you translate complex financial and operational data into structured reporting products that inform portfolio decisions, risk assessments, and senior leadership strategy within a financial services organization. You work across investment, risk, and finance functions, supporting stakeholders from Portfolio Managers and Traders to enterprise risk leads and executive committees.

Career Impact: Professionals in this role develop direct fluency in investment performance measurement and enterprise risk reporting, two competencies that command a premium across wealth management and financial services career tracks.

Business Impact: Portfolio Managers and enterprise risk committees depend on the outputs from this role to make allocation decisions and assess control effectiveness across the organization.

Growth Opportunity: The cross-functional exposure - spanning public markets analytics, financial packs, and controls reporting - builds the breadth needed to move into a Senior Analytics Manager or Head of Reporting role.

• Design and deliver standard and ad hoc reporting packages for investment, risk, and senior leadership stakeholders across the organization.
• Build and maintain aggregate financial models covering investment returns, cost center performance, and portfolio contribution by asset class.
• Develop reporting frameworks and control metrics that provide measurable insight into enterprise-wide risk and control effectiveness.
• Analyze complex data sets to identify trends, patterns, and anomalies relevant to portfolio performance and operational targets.
• Collaborate with Portfolio Managers, Traders, finance leads, and risk control partners to resolve data dependencies and align reporting outputs to business requirements.
• Monitor and validate existing reports following methodology changes to ensure accuracy, consistency, and compliance with internal standards.
• Document data processes, business requirements, and analytical methodologies to support replication and stakeholder review.

• Bachelor's degree in finance, mathematics, statistics, data science, or a related field, or equivalent work experience.
• 3 or more years of financial services analytics or reporting experience, with demonstrated exposure to investment or risk reporting environments.
• Proven ability to model and reconcile large, multi-source data sets with accuracy and attention to detail.
• Strong competency in data visualization and dashboard development, with experience presenting findings to senior leadership and risk committees.
• Demonstrated ability to document business requirements and translate stakeholder needs into structured analytical outputs.
• Effective communicator across technical and non-technical audiences, with strong written and verbal presentation skills.
• Ability to manage shifting priorities and deliver accurate reporting under deadline pressure in a regulated environment.

• Prior experience supporting Public Markets analytics, including investment return attribution or portfolio-level performance modelling.
• Familiarity with enterprise risk and control frameworks, including experience preparing materials for audit or senior management review.
• Securities industry licensing (such as SIE, Series 7, or Series 66) or active pursuit of a relevant financial credential.
• Experience with structured query languages and programmatic data extraction in a financial data environment.

• Report accuracy rate, measured as percentage of outputs requiring no post-delivery correction.
• Stakeholder request turnaround time, tracking days from submission to delivered report for ad hoc requests.
• Dashboard adoption rate among Portfolio Managers and risk leads, measured monthly as active unique users.
• Control metric coverage ratio, reflecting the share of enterprise risk controls tracked against defined reporting frameworks.
• Financial model variance to actuals, measured quarterly against investment return and cost center targets.
• Typical tools: Business intelligence and visualization platforms (commonly Power BI or Tableau), financial data terminals (commonly Bloomberg), and spreadsheet and modeling environments (commonly Excel).

• Base Salary Range: $75,000 to $110,000 annually, depending on seniority and market.
• Bonus: annual performance bonus, typically 8 to 15 percent of base salary.
• Equity: not standard at this level, though some firms offer restricted stock units.
• Health Benefits: medical, dental, and vision coverage, generally employer-subsidized.
• PTO: 15 to 20 days annually, plus standard US public holidays.
• Common Perks: 401(k) with employer match, professional development support, and licensing exam reimbursement.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including verification of employment history and, where applicable, credit history consistent with financial services regulatory requirements, are a condition of employment. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available for individuals with disabilities throughout the hiring process upon request. Candidates must be authorized to work in the United States without sponsorship.

The Analytics Reporting owns the timely creation of standard and ad hoc HR reports, including teaching requesters how to pull data via Workday to support a self-service model. Working closely with the HR Reporting Manager and cross-functional stakeholders, this role ensures operational reporting needs are met through automation, scheduling, and case management, enabling consistent, high-quality data delivery across the organization.

Key Responsibilities

• Generate standard and ad hoc reports and teach requesters how to pull data via Workday to support the self-service model.
• Maintain and update business intelligence tools, databases, dashboards, systems, and methods.
• Identify areas for improvement in daily operational processes and highlight key changes to the HR Reporting Manager.
• Document all cases in the case management application as required.
• Take ownership of all assigned tasks, initiatives, and inquiries and ensure efficient, high-quality resolution.
• Assist and encourage users to make effective use of self-service options and educate customers on the full range of HR services available.
• Attend to and process enquiries by applying standard operating procedures and utilizing problem-solving skills.
• Respond to requests from customers as prioritized by management and execute tasks in accordance with defined procedures.
• Investigate issue areas, determine methods of mitigation, and route or escalate inquiries as appropriate.

Required Qualifications

• Successful completion of secondary or high school with good mathematics.
• One year of experience working in a reporting role, preferably within an HR environment.
• University degree in a mathematical or technical subject, including IT, is preferred.
• Proficient in Microsoft Excel with strong analytical and problem-solving skills.
• Working knowledge of Workday, ServiceNow, and common office productivity software.
• Strong customer service, organization, and communication skills with high attention to detail.
• Ability to accurately collect information, maintain confidentiality, and handle multiple requests under pressure.

Embedded within the Leadership and Transformation and Operations Strategy team, the Analytics Reporting delivers enterprise dashboards, Salesforce reporting, and contact centre performance analytics using Power BI to support senior decision making. Working closely with leadership stakeholders, this role drives business process improvement and customer experience outcomes by interpreting complex data sets and translating findings into actionable management reporting.

Core Functions

• Develop and deliver enterprise dashboards, standardized reporting, and ad hoc reporting for the senior leadership team using Power BI.
• Develop and deliver analytical insights to enable an improved customer experience and drive business process improvement.
• Deliver management reporting, analysis, insights, and recommendations to facilitate informed business decision making.
• Develop and deliver Salesforce reporting on customer trends and process improvement analysis.
• Report on all service levels through email, chat, phone, and case management within Salesforce.
• Deliver detailed reporting on First Contact Resolution and provide analysis on how to improve it.
• Produce contact centre inbound reporting, call detail records, agent activity reports, and call abandon and direction reports.
• Develop and implement data collection systems and strategies that optimize statistical efficiency and data quality.
• Identify, analyze, and interpret trends or patterns relating to key performance indicators in complex data sets.

Qualifications and Experience

• Bachelor's degree in mathematics, statistics, finance, or a related field, or 2-3 years of equivalent experience.
• 2-3 years of experience with Microsoft Power BI, with proven ability to document business requirements.
• Advanced proficiency in Microsoft Excel including macros, pivot tables, and VLOOKUPs, and advanced PowerPoint skills.
• Knowledge of statistics and experience using statistical packages for analyzing large datasets.
• Experience with Salesforce, Genesys, Tableau, and server reporting services.
• Strong analytical, problem-solving, oral, and written communication skills with excellent attention to detail.
• Ability to work with minimal direction and coordinate complex activities subject to rapid change.

Reporting to the National Recruiting Managers, the Analytics Reporting delivers daily, weekly, monthly, and quarterly reporting to support Financial Advisor recruiting across the firm. Partnering with senior management and cross-functional Wealth Management departments, this role advances recruiting strategy by building analytical insights, presentations, and repeatable data science workflows that inform leadership decisions.

Primary Duties

• Gain a deep understanding of the National Recruiting business model and the data that supports it.
• Lead and own the creation of daily, weekly, monthly, and quarterly reporting to support National Recruiting.
• Support strategic recruiting initiatives with analytics, insights, and reports.
• Assist in developing new metrics that can be leveraged by senior management to determine recruiting success.
• Assist in creating analytical insights through presentations and visuals that effectively tell a story.
• Learn to use advanced data science tools to analyze large quantities of data and create streamlined, repeatable analytics.
• Create and maintain written, visual, and PowerPoint content and documentation.
• Assist and provide backup support to the National Recruiting Managers as required.

Skills and Qualifications

• Bachelor's degree with at least three years of professional experience in finance, business development, management, sales, legal, accounting, education, or a related field.
• Securities Industry Essentials (SIE) required upon hire, and Series 7 and Series 66 required within 90 days of hire.
• Prior analytics, data, or reporting experience preferred.
• Must be authorized to work in the U.S. without durational restrictions and complete background check and pre-employment assessments.
• Exemplary communication, presentation, and time management skills with strong attention to detail.
• Ability to stay organized, track simultaneous competing needs, demonstrate accountability, and seek constructive feedback.
• Ability to establish and maintain strong working relationships across Wealth Management departments.

Sitting at the intersection of finance and data analytics, the Analytics Reporting architects dashboards and builds reporting solutions using Microsoft Excel and PowerPoint to support Wealth Management Technology leadership. Operating across cost center management, monthly financial packs, and risk and opportunity reporting, this role enables senior stakeholders to evaluate performance and make strategic decisions that drive commercial outcomes.

Duties

• Comprehend business problems and build out data analysis and reporting using Microsoft Excel, Access, and other analytical tools.
• Architect and develop data analysis and analytics, and iteratively build dashboards and reports to provide insights at scale.
• Extract, load, model, and reconcile large amounts of data across multiple system platforms and sources.
• Collaborate with key stakeholders for data dependencies, query resolutions, and other activities as needed.
• Create appropriate documentation that allows stakeholders to understand, duplicate, and replicate the analysis process.
• Manipulate and analyze large data sets and distill actionable insights from the data.
• Create effective, scalable, and easy-to-understand reporting solutions using Microsoft Excel, PowerPoint, and other tools.
• Provide analytical and process support to leadership and deliver excellent customer service through actionable solutions.
• Produce weekly risk and opportunity reporting, monthly financial packs, monthly cost center rate reports, and other business reports.
• Support organizational activities including cost center and department structure maintenance, allocation sets, and leadership presentations.

Experience and Qualifications

• Minimum of 5 years of experience in finance and/or data analysis and reporting.
• Bachelor's degree in finance, business operations, analytics, data science, or a related discipline.
• Advanced data analysis and reporting skills using Microsoft Excel, including pivot tables, lookups, formulas, and data manipulation.
• Expertise in PowerPoint and demonstrated ability to create concise and cogent management reporting.
• Excellent verbal, written, and presentation skills with strong analytical and problem-solving skills.
• Ability to be flexible with changing priorities and influence change across departments and levels in a matrix environment.
• Thorough attention to detail and precision in all reporting activities.

A key member of the Life and Health Claims Department, the Analytics Reporting performs deep dive analyses of claims data to generate actionable client insights and support internal leadership decision-making. Collaborating across the organization with key partners, this role advances Life and Health Department targets by designing business analysis frameworks and communicating data findings in both written and verbal form.

Accountabilities

• Perform deep dive analyses of Life and Health department data to generate actionable client insights and reporting.
• Design business analysis utilizing recording systems for use throughout the Life and Health department.
• Accurately analyze and collect data for various types of business reports and create reports that provide insight into key data points.
• Communicate the results of data analysis in written and verbal form to internal leadership.
• Collaborate with key partners across the organization to gather data and insights to advance Life and Health Department targets.

Technical Qualifications

• University or post-graduate degree in a relevant field.
• 3 to 5 years of insurance or analytics experience.
• Proficiency with business intelligence tools including Tableau and SharePoint, and ability to use SQL and Microsoft Excel for pivot tables, graphs, and charts.
• BI tool development and Python proficiency.
• Strategic, innovative, and analytical thinker with the ability to process complex information and develop data-driven reports.
• Ability to adapt to changing circumstances, manage time, prioritize projects, and participate on diverse cross-functional teams.
• Strong written and verbal communication skills and general knowledge of business operations, objectives, and strategies.

Accurate, metrics-driven sales performance tracking depends on the Analytics Reporting, which prepares monthly sales and analysis reports, Agent scorecards, and daily bookings data to measure Bussmann Electrical business performance against targets. Based within the sales and marketing function and collaborating with teams at all organizational levels, this role supports self-service reporting model initiatives and drives improvements in reporting processes, tools, and SAP systems.

Job Functions

• Provide reporting and analysis activities to support growth initiatives across sales and marketing channels and ensure appropriate metrics are in place.
• Provide sales reporting and analysis support for sales and marketing teams using all available internal, external, and competitive data sources.
• Prepare monthly report updates, Agent reports, and scorecards to support month-end close activities.
• Develop and generate monthly sales and analysis reports for Bussmann Electrical businesses to measure performance against targets.
• Maintain and distribute daily bookings and shipments reports.
• Support initiatives to drive self-service reporting models, including the implementation of Power BI reports.
• Assist in driving improvements in existing reporting processes, tools, and procedures to increase automation and data accuracy.
• Assist in the testing and implementation of reporting and SAP enhancements to support business requirements.
• Prepare and maintain guidelines and reporting to support bi-annual returns and develop standard work procedures.

Background and Experience

• Bachelor's degree from an accredited institution.
• 2 or more years of experience in data analytics or finance.
• Experience with SAP and Business Warehouse reporting tools.
• Strong computer skills with intermediate to advanced proficiency in Microsoft Excel, including macros, VLOOKUPs, pivot tables, and templates.
• Ability to understand data, identify risks, develop recommendations, and implement solutions using critical thinking.
• Good interpersonal and communication skills with the ability to interact at all levels of the organization.
• Strong independent decision-making and problem-solving skills, detail-oriented, and able to multi-task and meet deadlines.

As the Analytics Reporting role, this role delivers regular and ad hoc reporting, dashboards, data modelling, and scenario planning to support talent management information needs across internal and external stakeholder groups. The MI and People Analytics team relies on this work to drive process improvement, govern system access, and equip senior business clients with timely, high-quality data insights that inform workforce decisions.

Role Responsibilities

• Establishing credibility with clients by demonstrating an understanding of their business environment and key talent MI needs.
• Produce analytics work of high quality that is timely, accurate, complete, and clear with limited supervision.
• Deliver regular and ad hoc reporting, dashboards, data modelling, scenario planning, data input systems, and analytics projects.
• Analyze and clearly present data and information to identify significant trends or key issues and opportunities in written and verbal form.
• Contribute to an innovative culture by sharing ideas that improve the efficiency of talent MI and identifying process improvement opportunities.
• Identify basic MI technical issues and work with team members for successful resolution.
• Develop and maintain up-to-date knowledge in technical MI concepts and share key learnings with colleagues.
• Organize talent MI work to appropriately prioritize the needs of multiple internal and external stakeholders.
• Approve requests for access to MI systems and datasets.

Knowledge Skills and Abilities

• Comprehensive knowledge of data analysis and visualization packages including Excel, Power BI, and Alteryx.
• Working knowledge of Microsoft PowerApps, Power Automate, and automating MI production.
• Previous experience building and maintaining data input and storage tools.
• Ability to integrate, transform, model, and visualize data from various sources at speed.
• Data interpretation skills with aptitude to identify, interpret, and present relevant findings verbally and in writing, including PowerPoint.
• Curiosity and continuous learning mindset with ability to learn quickly and embed learnings into innovative data-based solutions.
• Self-awareness, influencing and negotiation skills, and confidence to deal professionally with senior business clients.

Analytics Reporting builds and maintains aggregate department-level models for investment returns and architects end-to-end scalable analytics solutions for Public Markets stakeholders. The work directly supports Portfolio Managers and Traders by delivering reporting automation, self-serve analytics consumption, and data extraction from sources including Bloomberg, Markit EDM, and REST APIs, enabling informed portfolio management decisions across the organization.

Areas of Ownership

• Assist Portfolio Managers and Traders in the development and maintenance of in-house analytics for portfolio management requirements.
• Build and maintain aggregate department-level models for investment returns and contribution of Public Markets assets.
• Architect and develop end-to-end scalable solutions for a variety of Public Markets stakeholders.
• Simplify complex business problems and extract insights from large data sets.
• Work on the extraction and use of various data sources such as Markit EDM, Simcorp Dimension, Bloomberg, REST APIs, and Excel.
• Design, create, and promote reporting automation and self-serve analytics consumption within Public Markets.

Minimum Qualifications

• Undergraduate degree in business, statistics, mathematics, computer science, or a related discipline.
• Minimum of 1-5 years of experience in developing and implementing various analytics techniques.
• Proficient in one or more programming languages such as Python for data engineering and science, and comfortable writing complex SQL queries.
• Comfortable with data visualization tools such as Tableau and Power BI, with demonstrated experience in data transformation and manipulation.
• Experience working with large and diverse data sets and various data sources including Bloomberg and REST APIs.
• Proactive attitude, interest in investment management, dedication to hard work, and commitment to the highest ethical standards.

The Analytics Reporting role owns the design and delivery of HR MI processes, including regular and ad hoc reporting for internal and external stakeholders, ensuring alignment to ED and I principles and People and Culture strategy. Working closely with the HR management team, Exco, and the Director of People and Culture, this role drives innovative HR data solutions that support business-critical decisions across the organization.

Day-to-Day Responsibilities

• Design, deliver, and continually improve HR MI processes ensuring alignment to ED and I principles and People and Culture strategy.
• Deliver all data relating to regular and ad hoc HR reporting requirements both internally and externally.
• Work in partnership across the People Directorate to drive credibility with the business and deliver an excellent customer experience.
• Proactively design and deliver innovative solutions to the production and use of HR metrics and analytics in collaboration with the HR management team.
• Keep abreast of developments in the HR data field and use this knowledge to drive business decisions.
• Escalate specific or unknown requirements and challenges to the relevant HR business area as needed.
• Deliver BAU reporting requirements and guide the MI and Systems Administrator.
• Provide support, guidance, and advice to Exco and the Director of People and Culture on all MI and HR data matters.

Professional Experience

• Experience using PowerBI, SQL, Python, and other analysis and development tools.
• Experience working with HR systems such as iTrent and Business Objects, and managing large volumes of data in Excel.
• Experience working across the Microsoft Office suite and MI applications, including Excel, Access, and Visio.
• Strong knowledge of using engaging narrative to communicate best practice use of HR data to the business.
• Excellent oral and written communication skills with ability to explain complex HR data solutions and present to a wide range of stakeholders.
• Experience embedding HR dashboard reporting, analyzing data, highlighting key areas, and predicting trends for discussion.

Embedded within the analytics team and consulting with internal and external stakeholders, the Analytics Reporting develops Power BI reports and dashboards that convert business and institutional reporting requirements into compelling, user-friendly data stories. Working closely with colleagues across the organization, this role oversees the company's Power BI capability, administers the platform, and drives self-service analytics adoption through training, technical documentation, and operational process improvement.

Strategic Responsibilities

• Support and develop Power BI capabilities with a principal focus on the reporting platform and consulting with internal and external stakeholders.
• Formulate business requirements for Power BI reports and dashboards, determining how to visualize data in a compelling and digestible way.
• Map how metrics connect to the objectives of institutions and business requirements and communicate progress accurately to stakeholders.
• Oversee the company's Power BI capability, train colleagues, and become the Power BI administrator over time.
• Provide good DAX, data modeling, and basic M (Power Query Editor) capability.
• Proactively integrate new technologies for more advanced analytics and provide Power BI desktop and cloud platform support.
• Produce and enhance reports and dashboards and create technical documentation including front-end data dictionaries and business glossaries.
• Support operational process improvement, product development, and training on reports and dashboards to encourage self-service analytics.

Education and Experience

• Experience with Microsoft SQL Server Reporting Services (SSRS) and Microsoft Power BI, with highly developed SQL Server query skills.
• Proven knowledge of report building and data visualization, with advanced Microsoft Excel skills.
• Experience with Data Analysis Expressions (DAX) is desirable.
• Previous experience in the tertiary industry or a similar sector is desirable.
• Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with high accuracy.
• Experience developing and maintaining positive working relationships with internal and external stakeholders.
• Ability to manage time and prioritize tasks effectively.

Reporting to the process owner and functional management, the Analytics Reporting leads the successful implementation of data analytics projects in time, scope, and budget, translating stakeholder requirements into enterprise architecture-aligned designs. Partnering with process excellence managers and department leads across the organization, this role expands data analytics and process mining capabilities while governing third-party technology providers to improve data tooling and infrastructure.

Scope of Work

• Translate stakeholder requirements into designs following enterprise architecture guidelines and work through project lifecycle stages to deliver sound final products.
• Develop user cases together with the process owner and process excellence manager and continuously expand the use of data analytics, data mining, and process mining.
• Support all departments with the technical connection of new business processes to process mining.
• Contribute as a subject expert to expand data analytics capabilities by developing and coaching users on best practices and governing third-party technology providers.
• Monitor and analyze reports and dashboards delivered to provide recommendations for improvement and support the betterment of the company's data tooling and infrastructure.

Position Requirements

• Academic degree in IT, Business Informatics, or a similar field preferred.
• Relevant experience in data analytics, data science, or data engineering.
• Several years of experience with data extraction, transformation, and visualization tools including SQL, Power BI, SAP databases, data warehouses, R, Python, Excel, and Azure Data Factory.
• SAP functional and process knowledge such as FI, MM, and SD is a significant advantage.
• Knowledge of Lean Six Sigma and in-depth experience in Business Process Management and Continuous Improvement is an advantage.
• Sound knowledge of project management techniques including agile working methods and ability to drive organizational change.
• Fluent English is required, and proficiency in German or other languages is a strong advantage.

A key member of the Darden School of Business advancement team, the Analytics Reporting role maintains and customizes Power BI analytics reporting while processing and auditing philanthropic activity and supporting donor communications across digital and print channels. Collaborating across advancement, engagement, and enterprise partner teams, this role enables informed fundraising decisions and supports the School's philanthropic mission through accurate data management and robust process documentation.

What You'll Do

• Enable strategic and operational decision-making through maintaining and customizing analytics reporting in Power BI.
• Support decision-making through ad hoc data modeling and statistical analysis in R or Python.
• Process and audit philanthropic activity received for the Darden School of Business.
• Interact with advancement and engagement staff to understand business requirements, update data records, and generate reports and lists.
• Prepare and produce advancement mailings including solicitations, acknowledgments, and pledge reminders.
• Support email marketing and assist with website updates, including formatting HTML and defining mailing lists.
• Support donors directly to facilitate philanthropic activity and documentation.
• Maintain robust documentation for all data processes and procedures.

Qualifications and Experience

• Bachelor's degree in computer science, business, or a related field preferred.
• Minimum two years of office experience in an academic, business, or professional environment.
• Experience with iModules and Salesforce Marketing Cloud is preferred.
• Experience as a power user or developer in business intelligence applications such as Power BI or Qlik.
• Knowledge and skill working with complex relational databases and email marketing including HTML.
• Understanding of philanthropic, sales, or business development processes and basic survey best practices using Qualtrics.
• Excellent oral and written communication skills with ability to relate to people of diverse backgrounds and represent the School's interests before the public.

The Analytics Reporting role delivers approved HR reports and analytics packages, builds reporting automation and visualization tools, and identifies opportunities to reduce manual processes in support of HR and business strategies. Working with HR process leads, subject matter experts, and leadership, this role produces data-driven recommendations that improve HR services and enable strategic decision-making across the organization.

Key Deliverables

• Produce approved HR reports and analytics packages and develop appropriate controls to maintain and report on information.
• Analyze data and identify trends on people matters to support HR and business strategies.
• Build and maintain reporting automation and visualization tools to create efficiencies in support of HR and business strategies.
• Identify opportunities to improve established practices, automate manual processes, and reduce operational effort.
• Perform regular business process reviews, make ongoing suggestions, and create action plans for improvement.
• Work with HR process leads, subject matter experts, and leadership to analyze HR performance metrics and develop recommendations to improve HR services.

Required Qualifications

• Bachelor's degree in Information Technology, Human Resources, Business, or a related field.
• 3 or more years of experience in HR CoEs or domains including HR Data Management, HRIS, HR Technology, or People Analytics.
• Certification in HRIP, APA, Project Management Professional, or Six Sigma is a plus.
• Experience with Power BI, Tableau, or other report visualization tools.
• Ability to proactively diagnose and solve medium to complex problems and report data in a manner that supports strategic decision-making.
• Strong organizational skills, stakeholder management, and ability to prioritize effectively.

Analytics Reporting processes and utilizes data to analyze, monitor, and report organizational performance at all levels, constructing and maintaining intuitive dashboards that allow business users to interpret and present insights accurately. The work directly supports continuous improvement recommendations and ensures reporting outputs remain consistent and compliant following system enhancements, enabling high-quality performance visibility across the organization.

Operational Focus

• Process and utilize data to analyze, monitor, and report performance at all levels of the organization.
• Construct and maintain intuitive data reports and dashboards to allow business users to accurately interpret and present business insights.
• Test existing reports following system functionality enhancements to ensure outputs are maintained as expected.
• Build and maintain a network of stakeholders within the business, addressing their business questions and data requirements.
• Use data and insights to make continuous improvement recommendations.
• Maintain awareness of applicable practice, company standards, and contract and regulatory requirements.
• Work as part of a collaborative team to provide high-quality outputs supporting overall business performance.

Experience and Qualifications

• Excellent IT skills, in particular Microsoft Excel.
• Experience developing, maintaining, and distributing internal data reports.
• Familiarity with relational database systems such as SuccessFactors or similar systems.
• Familiarity with SuccessFactors People Analytics functionality is desirable.
• Experience using visualization tools such as Tableau or Power BI is desirable.
• Ability to work as part of a team supporting multiple stakeholders across an organization.

Embedded within the GroupM Nexus analytics function, the Data Analytics Reporting Development delivers reporting and dashboard solutions with meaningful insight from advanced analytics models, serving key clients across all GroupM agencies. Working closely with data scientists, strategy planners, media specialists, and regional teams, this role drives outcome-based client results by managing the full development cycle of reporting solutions, from data source integration through deployment and stakeholder enablement.

Engineering Responsibilities

• Research and design data sources to integrate with the existing reporting solution, focusing on technical design and integration logic.
• Work closely with business counterparts to understand reporting needs and collaborate with GroupM Nexus teams on identified data integrations.
• Manage the design, build, and maintenance phases of client reporting projects and oversee the full development cycle from design through test and deployment.
• Manage product collateral and ensure it is readily available to users.
• Be the point of contact for all reporting, insight, data analytics, and technical data issues and troubleshoot and suggest solutions.
• Oversee all process iterations with a focus on delivering high levels of service for client success.
• Co-work with regional teams through delivery of training and enablement plans, coordinating regional project rollouts, and serving as an escalation point for market support.
• Perform analytics and storytelling on data, model outcomes, and visualization dashboards with clear communication of insights and technical details to end users.

Technical Qualifications

• Bachelor's degree in a relevant quantitative field such as engineering, computer science, or analytics.
• Work experience in data management, marketing analytics, and/or technology.
• SQL experience and familiarity with at least one major DBMS such as SQL Server, MySQL, or Postgres.
• Experience with BI and visualization tools such as Power BI, Tableau, Google Data Studio, and Salesforce Datorama.
• Good understanding of data engineering best practices, ETL design, and version control systems.
• Experience with front-end web development including CSS is an advantage.
• Highly organized, detail-oriented, and QA-focused with strong project management capabilities and experience in big data, complex systems, or marketing BI solutions.
• Outstanding communication skills with high-level stakeholder management capabilities, ability to work in a matrix organization, and passion for data analytics and continuous learning.

Reporting to the Head of Controls Analytics and Reporting, the Analytics Reporting Specialist designs and evolves enterprise-wide controls reporting frameworks, metrics, and visualization approaches to provide senior management with consistent insight into control effectiveness at Citi. Partnering with Business and Function Risk and Control Leads, internal audit, and analytics managers across the enterprise, this role advances strategic investments in technology, programs, and processes that strengthen the organization's risk and control posture.

Leadership Responsibilities

• Design and develop reporting frameworks and approaches to provide stakeholders with consistent insights into enterprise-wide controls matters.
• Establish and evolve appropriate control metrics, analytics, and reporting that provide key insights into control effectiveness to senior management.
• Develop and present findings and engage with stakeholders to support data-driven insights and decision making.
• Drive common controls reporting and analytics standards throughout the enterprise.
• Produce periodic and ad hoc senior management and stakeholder reports.
• Implement emerging analytics and impactful visualization approaches and technologies to tell complex stories.
• Build and manage relationships with key stakeholders including Business and Function Risk and Control Leads and analytics and reporting managers across Citi.
• Support planning, directing, and coordination of day-to-day activities of the Analytics and Reporting portfolio of programs.
• Support the Head of Controls Analytics and Reporting on making strategic investments in technology, programs, training, and processes.

Education and Experience

• Bachelor's or university degree required, MBA or Master's degree preferred.
• 6-10 or more years of experience in financial services with acumen to lead large cross-functional initiatives.
• Excellent relationship management, communication, and presentation skills.
• Strategic thinker with the ability to consider the broadest possible view of issues and project them into the future.
• Strong organizational skills, analytical and problem-solving ability, and ability to bring clarity to challenging problems.
• Strong executive presence, interpersonal skills, and confidence in presenting balanced views to senior management and key stakeholders.
• Adaptable, flexible, and effective communicator with strong leadership skills and a proven track record in driving positive and sustained change.

The Connected Data Analytics Reporting creates and manages digital reporting dashboards within the Aftermarket Connected Services team, applying agile methodology to generate insight from connected data across all product lifecycle phases. Working with cross-functional groups spanning Brand, Digital, Aftermarket, and global corporate functions, this role maximizes customer and company value by validating dashboards, managing backlogs, and repositioning services as part of the organization's Digitalization journey.

Work Activities

• Develop and manage digital reporting and dashboards to maintain the best customer and user experience applying agile methodology across all development and product lifecycle phases.
• Work with different groups to get necessary data ingested for reporting purposes.
• Ideate, detail, implement, and validate dashboards to maximize customer and company value.
• Manage the backlog, create and break down user stories, and engage in agile ceremonies such as sprint and increment planning.
• Secure validation and approval of business cases and support roll-out of new reports in coordination with Brand, Digital, and Aftermarket functions.
• Conduct periodic services portfolio evaluation and gap analysis to continuously reposition and redesign as part of the Digitalization journey.
• Coordinate communications from regional level to global corporate functions and lead initiatives in a cross-cultural global environment.

Background and Experience

• Bachelor's degree in a computer or technical field.
• 3 years of experience working in a connected data and analytics role.
• 2 or more years of experience with a data visualization tool such as Power BI, Tableau, or Qlik Sense.
• 2 or more years collaborating with agile development teams and collecting stakeholder requirements.
• 2 or more years of experience with digital solutions, systems, or tools for customer product support.

The SAS Visual Analytics Reporting executes application support and incident resolution for analytics software in a power and utility environment, performing root cause analysis and repairing application code to restore services and meet service level requirements. The application operations team relies on this work to coordinate with third-party suppliers, update system documentation, and maintain reporting functionality through rotational 24/7 shift coverage.

Delivery Expectations

• Resolve application support tickets and perform analysis to identify root causes, short-term and long-term remediation for reported incidents.
• Create process flowcharts, diagrams, drawings, and other related documentation using different modeling techniques.
• Analyze various reports to ensure functionality and performance meet all product and service level requirements.
• Repair application software code and correct incidents, problems, and application software defects.
• Restore services and resolve application incidents and problems requiring database, application code, and operational modifications.
• Coordinate with third-party suppliers responsible for incident and problem resolution related to their developed application software.
• Update user, system, and operations documentation based on incidents, problems, and error corrections as necessary.
• Participate in design workshops, assessments, and troubleshooting sessions.

Skills and Qualifications

• 5 or more years of experience working as a Software Developer.
• 3 or more years of power and utility experience.
• Experience with reporting and analytics applications such as SAS and knowledge of programming languages including ColdFusion, Oracle PL/SQL, and HTML and CSS.
• Experience with Outage Management and Dispatching Systems.
• Work experience in application operations and support processes, preferably with ITIL certification.
• Strong knowledge of incident management, change management, and release management.
• Previous experience with operational technologies and flexibility to work rotational shifts on a 24/7 schedule.

The Digital Analytics Reporting executes day-to-day client communication, dashboard design, and data visualization projects using Tableau, serving as a single point of contact for complex query resolutions across large and diverse data sources. Collaborating with data designers and guiding newer team members, this role advances dashboard performance, addresses data quality issues, and ensures reporting solutions align with evolving business demands and technical architecture changes.

Core Responsibilities

• Carry out day-to-day client communication, data preparation, dashboard design, and preparation with minimal dependence on senior team members.
• Design, develop, and support data visualizations using Tableau, leveraging multiple data sources and models with a focus on SQL for entire data management.
• Collaborate with data designers to iterate on the design and implementation of data visualization products.
• Work as a single point of contact for all complex query resolutions and provide input for improving dashboard performance and efficient data transformations.
• Address data quality issues such as data gaps or biases in underlying data sets and their impact on reporting capabilities.
• Oversee the maintenance of already created dashboards and guide newer team members on knowledge of varying datasets.
• Understand the technical architecture to keep abreast with changing business demands and new software releases.

Qualifications and Experience

• Graduate or post-graduate degree in operations research, marketing, research, statistics, economics, or engineering.
• 3-6 years of experience in data visualization and KPI dashboards.
• Strong understanding of Tableau Desktop and Tableau Server, with expertise in Tableau Visualization, Admin, and Publishing.
• Expertise in Power BI Desktop and Power BI, and knowledge of SQL is a plus.
• Capability to independently handle client calls, support a big team, and assess the performance of data pipelines for latency and query run times.
• Analytical mindset with people mentoring, problem-solving, and multi-tasking skills and enthusiasm for storytelling through dashboards.

The Analytics Reporting Systems Analyst coordinates the solicitation and documentation of business requirements from business areas, conducts data profiling, and creates proof of concept reports and dashboards as part of data warehouse, BI, and analytics projects. Working closely with business areas at all levels and utilizing tools including IBM Cognos Analytics and DataStage, this role enables sound solution design and data modelling that supports informed organizational decision-making.

Scope of Work

• Solicit and document business requirements from business areas and assist in systems analysis and design as part of data warehouse, BI, and analytics projects.
• Utilize business intelligence reporting tools and other software to create proof of concept with data and reports, including translation of data into dashboards, briefings, and discussion papers.
• Manage software health checks, license monitoring, and general housekeeping.
• Assist in systems analysis and design and participate in solution design and data modelling.
• Conduct data profiling to support reporting and analytics development activities.

Minimum Qualifications

• Experience in business analysis, systems analysis and design, and data modelling.
• Experience as a business analyst in enterprise data warehouse, BI, and analytics projects in public or private sectors.
• Experience in database SQL query writing and data profiling.
• Experience in manual and automated testing.
• Preferably with experience in IBM Cognos Analytics, Planning Analytics (TM1), and DataStage development, all verifiable through references.