BUSINESS REPORTING ANALYST JOB DESCRIPTION

Reporting ecosystems don't maintain themselves. When requirements go undocumented, and business users can't reconcile what the data warehouse delivers against what the business actually asked for, analytical projects stall and decisions get made on outputs nobody fully trusts. The Business Reporting Analyst owns the space where business requirements become technical specifications - translating stakeholder needs into structured documentation that BI and DWH teams can act on. This role operates within corporate IT environments and typically supports cross-functional projects spanning Sales, Billing, Executive Management, and Supply Chain.

As the Business Reporting Analyst, you will lead requirements analysis, user acceptance testing, and reporting documentation within a corporate BI and data warehouse ecosystem, ensuring analytical solutions accurately reflect business needs before they reach production. You sit within the IT or BI function, collaborating daily with data warehouse engineers, BI analysts, and business stream owners across multiple organizational levels.

Career Impact: Serving as the requirements authority between business stakeholders and BI/DWH teams builds deep subject-matter expertise in corporate reporting infrastructure - a specialization that commands credibility across analyst-to-architect career paths.

Business Impact: The analytical solutions you validate and document become the reporting layer that executives and operational teams use to make planning and investment decisions; gaps in that layer produce measurable downstream errors.

Growth Opportunity: Regular exposure to DWH architecture, BI tool administration, and cross-functional project delivery positions you for advancement into senior BA, BI analyst, or reporting lead roles within global IT organizations.

• Conduct requirements-gathering sessions with business stakeholders to produce documented, structured specifications for reports, interfaces, and dashboards.
• Analyze business needs against existing BI and DWH capabilities to identify gaps and define solution scope.
• Document technical tasks, data source descriptions, and reporting requirements using defined templates and process notation standards.
• Perform user acceptance testing on developed analytical solutions to verify alignment with documented business requirements before go-live.
• Liaise between business streams, BI analysts, DWH engineers, and back-office teams to resolve requirements conflicts and validate workflow assumptions.
• Support go-live planning and post-implementation activities, including training material preparation and escalation assistance for complex support issues.
• Validate and maintain the corporate reporting ecosystem by reviewing data sources, output accuracy, and specification compliance across active projects.
• Monitor project deliverable status and communicate timely, accurate progress updates to project managers and senior stakeholders.

• Bachelor's degree in Information Technology, Business Administration, Computer Science, or equivalent work experience.
• 2 or more years of business analysis or BI reporting experience, with demonstrated involvement in requirements documentation and UAT within IT project environments.
• Proficiency in requirements documentation methods, including the ability to translate complex business needs into clear technical specifications.
• Working knowledge of the software development lifecycle and structured project delivery frameworks.
• Demonstrated analytical and problem-solving skills, with the ability to evaluate ambiguous requirements and identify root causes.
• Strong written and verbal communication skills, including the ability to present findings and specifications to both technical and non-technical audiences.
• Ability to manage multiple concurrent projects, prioritize deliverables, and meet stated timelines with minimal direct supervision.
• Experience supporting or participating in user acceptance testing cycles for enterprise reporting or analytical systems.

• Experience with SQL for querying databases or validating data outputs in a BI or DWH context.
• Familiarity with BI tools used in dashboard development and administration, such as data visualization platforms or enterprise reporting suites.
• Exposure to business process modeling notation (BPMN or UML) for documenting workflows and system interactions.
• Background working in a global IT organization or within a Center of Excellence team structure.

• UAT defect rate, measuring how often analytical solutions require rework after acceptance testing.
• Requirements rework frequency, tracking how often documented specifications are revised due to incomplete initial capture.
• Stakeholder sign-off cycle time, reflecting how quickly specifications move from draft to approved status.
• On-time delivery rate for reporting specifications and project documentation milestones.
• Cross-functional escalation resolution time, measuring responsiveness to complex support issues routed from the application support team.
• Typical tools: Requirements documentation (commonly Confluence or Visio); BI/reporting platforms (commonly Tableau or Power BI); database querying (commonly SQL Server or Oracle).

• Base Salary Range: $70,000 - $95,000 annually
• Bonus: Discretionary performance bonus, typically 5-10%
• Equity: Uncommon at this level; possible at larger tech firms
• Health Benefits: Medical, dental, and vision coverage
• PTO: 15-20 days annually, plus standard holidays
• Common Perks: Professional development budget, remote or hybrid flexibility, access to BI and data tool certifications

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

Background check completion is a condition of employment for this position. All qualified applicants will receive consideration 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 for individuals with disabilities are available upon request throughout the hiring process. Candidates must be authorized to work in the United States.

The Business Reporting Analyst owns the requirements specification deliverable, bridging business users, developers, and project managers to deliver integrated solutions across functionality gap analysis, scoping, and dashboard design. Working within cross-functional project teams, the analyst ensures stakeholders receive timely, accurate status updates that keep delivery on track and aligned with business needs.

Key Responsibilities

• Participate in onsite/remote requirements gathering meetings and Business Process Review sessions.
• Document business requirements gathered from business users.
• Analyze the requirements to clarify the business needs.
• Prepare detailed specifications to define reports, interfaces, and dashboards based on requirements gathered.
• Assist in walkthroughs with key stakeholders to validate specifications.
• Assist with the quality and user acceptance testing process.
• Provide timely and accurate status for the deliverables to project stakeholders.
• Liaise with stakeholders to understand workflows, requirements, and operations and ensure the solution designed will fit the needs.

Required Qualifications

• Undergraduate degree or a business diploma.
• 3+ years of experience as a Business Analyst (asset).
• Background in the Utilities industry with functional and technical knowledge (asset).
• Familiarity with the software development lifecycle.
• Experience in SQL development and creation of reports and dashboards (asset).
• Expertise in Microsoft Office Suite including Word, Excel, PowerPoint, Visio, and Outlook.
• Strong time management, multitasking, and adaptability skills.
• Can communicate effectively in both oral and written form, including translating technical information to non-technical audiences.

Embedded within the Customer Solutions group, the Business Reporting Analyst delivers accurate, timely reporting and analysis on business performance to support fact-based decision-making by relevant stakeholders. Working closely with technical and business teams, the analyst drives KPI target-setting and dashboard development that enable measurable optimization of productivity and strategy execution.

Core Functions

• Analyze, measure, and enable the optimization of productivity within the Customer Solutions group.
• Perform forward-looking ad-hoc analysis including project and strategy evaluation and scenario analysis.
• Solve complex issues where analysis of situations or data requires in-depth evaluation of variable factors.
• Deliver accurate reports, dashboards, and metrics on time.
• Drive excellence practices and technical standards for KPIs and utilize industry benchmarks to establish KPI targets.
• Develop dashboards for visual management and implement data collection systems to optimize statistical efficiency.
• Identify, analyze, and interpret trends or patterns in complex data sets.
• Locate and define new process improvement opportunities.

Qualifications & Experience

• BS in Accounting, IT, Business, or a related field, with a Master's degree preferred.
• 3-5 years of professional experience, including 3 years in business analytics.
• Experience identifying business or customer requirements and information technology alternatives.
• Experience creating project plans for IT development and testing and translating requirements into project specifications.
• Expert-level skills with Excel, Access, SQL, Qlik Sense, Tableau, and other data analytics software.
• Strong ability to identify, communicate, and manage risks associated with projects.

Reporting to the BI and Data Analytics leadership, the Business Reporting Analyst performs detailed requirements analysis and user acceptance testing for corporate BI and DWH teams, including administration and development of Tableau dashboards. Partnering with stakeholders across Sales, Billing, Contracting, and Executive Management, this analyst shapes the corporate reporting ecosystem and contributes to cross-functional projects within a global IT environment.

Primary Duties

• Communicate with internal stakeholders across BI, DWH, Sales, Billing, Contracting, and Executive Management streams.
• Perform requirements analysis and document technical tasks, reporting structures, and data source descriptions.
• Perform user acceptance testing on developed analytical solutions and tools.
• Administer and develop Tableau dashboards and reporting solutions.
• Conduct meetings and presentations to share ideas and findings with management and internal clients.

Skills & Qualifications

• 2+ years of experience in business analysis, BI, or data analysis.
• IT or technology business experience (preferred).
• Knowledge of BPMN and UML (preferred).
• High proficiency with MS Office, including Excel and PowerPoint.
• Experience creating dashboards in BI tools such as Tableau, Power BI, or QlikView (strong advantage).
• Working knowledge of SQL for database querying (preferred).
• An analytical mindset with strong communication and self-organization skills.
• Ability to communicate in English at B2 Upper Intermediate level or above, with strong business writing skills.

Sitting at the intersection of supply chain management and enterprise systems, the Business Reporting Analyst designs, develops, and delivers enhancements within the SAP SD module while supporting global SCM solution implementation and continuous improvement. Operating across the SCM CoE, GBS CoE, and Application Support teams, this role builds technical specifications, executes testing cycles, and leads go-live activities that strengthen the organization's SAP SD capabilities.

Technical Responsibilities

• Design, develop, and deliver enhancements for change requests and mini-projects within the SAP SD module.
• Identify and document requirements based on meetings with business representatives and knowledge of the Global SCM Solution.
• Perform systems build activities including configuration, investigation of enhancement points, integrations, and writing techno-functional programming specifications.
• Execute systems testing cycles and prepare training materials where appropriate.
• Plan and execute go-live activities and provide post-live support.
• Participate in implementations and continuous improvement projects on SCM systems with the SCM CoE and GBS CoE teams.
• Assist the Application Support team in resolving complex support call escalations.
• Develop and enhance SCM SD capabilities through targeted webinars and process reviews.

Experience & Qualifications

• Minimum bachelor's degree in IT, Supply Chain, or a related discipline.
• SAP Certification in the SD module for ERP 6.0.
• 3 years of experience in hands-on configuration and implementation roles within the SAP SD module.
• Knowledge of IDOCs, MM/WM, and the ability to debug ABAP code (desirable).
• Complex problem-solving skills and strong attention to detail.

A key member of the technology and business operations team, the Business Reporting Analyst builds and maintains custom reports within the accounting system while serving as liaison between business users and the technology team across medium- and large-scale projects. Collaborating across development, finance, and end-user groups, this analyst shapes system enhancements, delivers user training, and applies SDLC and quality validation processes to support accurate, reliable reporting outcomes.

Duties

• Analyse customer requirements and gather, understand, and document business objectives and specifications for medium and large projects.
• Assist developers by identifying areas for system enhancements and providing technical support to business users on the reporting application suite.
• Develop and maintain custom reports in the accounting system.
• Run workshops and training sessions and write user manuals.
• Understand and follow appropriate SDLC, quality validation processes, and application processes.

Requirements

• Experience acting as a liaison between business users and the technology team (preferred).
• Fund accounting reporting experience and experience building Yardi YSR reports (preferred).
• Knowledge of MS SQL (required) and advanced skills in Excel, with Excel VBA experience preferred.
• Strong communication, interpersonal, organizational, and time-management skills.
• Ability to work both independently and collaboratively and to build strong client relationships.
• A proactive, inquisitive attitude with a strong track record of solving complex problems.

Complete, well-structured requirements documentation enables the Contact AP solutions this organization depends on, and the Business Reporting Analyst delivers that foundation by obtaining, analyzing, and validating requirements from business units through interviews and facilitated work sessions. Based within the company and reporting to the Manager of Organisational Planification, this analyst acts as an intermediary between IT, users, and managers to drive process improvements that reduce risk and costs across Auto and Home insurance operations.

Accountabilities

• Obtain requirements from business units using interviews and work sessions.
• Analyze information from various sources and provide users with recommendations for their problems.
• Document requirements using defined templates and act as an intermediary between IT, users, and managers at different hierarchical levels.
• Facilitate working sessions with subject matter experts from different fields.
• Identify the need for change and assess and communicate the impact.
• Improve productivity and reduce risks and costs through effective analysis.

Professional Experience

• Bachelor's degree in Business Administration or equivalent, or a combination of education and relevant experience.
• More than 2 years of experience as a Business Analyst.
• Knowledge of the Auto and Home insurance industry (asset) and Agile Methodology (asset).
• Highly developed analytical skills and the ability to manage multiple tasks and priorities simultaneously.
• Effective communication skills in both oral and written form.
• Bilingual in French and English, both oral and written.
• Demonstrate initiative, autonomy, diplomacy, and strong relationship-building skills.

As the Business Reporting Analyst, this role leads recurring and ad-hoc reporting and analysis across US and global business needs, integrating data from multiple sources to build complex reporting streams and what-if models for management. The Business Planning and Analysis team relies on this work to deliver actionable, results-oriented insights covering sales, demand, inventory, and promotions that support commercialization toward hands-free automation.

Functions

• Analyze data and provide commentary to help report users understand the value of reported results.
• Perform ad-hoc and recurring analysis with findings that determine actionable conclusions for management.
• Maintain comprehensive understanding of the business area of specialization, including sales, demand, inventory, promotions, and auto-delivery reporting.
• Model complex reporting streams and build self-directed what-if analysis models for business clients.
• Manage priorities for metric enhancement and provide testing support to achieve desired outcomes for analyses and reporting.
• Drive commercialization of reporting streams toward hands-free automation processes.

Background & Experience

• Bachelor's degree or equivalent business experience.
• 5 years of reporting and analytical experience, preferably within a merchandising or retail environment.
• Advanced skills in Microsoft Excel, PowerPoint, and MicroStrategy.
• Basic SQL knowledge in Oracle and Teradata.
• Excellent analytical ability with a capacity for results-oriented storytelling and actionable insights.
• Strong communication, interpersonal, organizational, and multitasking skills with close attention to detail.

Business Reporting Analyst supports the VP of Operations by managing strategic planning initiatives, cost tracking, and executive-level presentations across Supply Chain, Sales, Finance, and HR to concentrate leadership time on high-priority strategic objectives. Success in the position means translating complex operations performance data and financial metrics into clear dashboards and OKR frameworks that the Advisory Council and Group Leadership can act on with confidence.

Scope of Work

• Interface with site leaders to complete strategic planning initiatives, cost management tracking, and project summaries.
• Provide analysis and decision-making input on project evaluations, operations performance data, and financial metrics.
• Track and oversee strategic projects on the authority of the VP of Operations.
• Facilitate the process of project solicitation, selection, prioritization, implementation, and monitoring.
• Coordinate across Strategic Operations, Supply Chain, Sales, Global Business Units, Finance, and HR for planning and analytics requirements.
• Prepare internal and external presentations and Executive and Advisory Council briefs on Operations topics.
• Assist in development of OKRs, Operations Strategy Initiatives, and organization of Group Leadership Meetings.
• Create and update dashboards to monitor the progress of critical initiatives.

Knowledge, Skills & Abilities

• Bachelor's degree in a technical, business, or analytics field.
• 5+ years of operations or business office experience, including experience with strategy development or execution.
• Ability to translate data into simplified stories and communicate trends clearly to executive leaders.
• Understanding of basic operations finance concepts and ability to interface with the financial organization.
• Proficiency in Excel and PowerPoint.
• Experience in gathering and organizing data for executive audiences.
• Strong relationship-building skills and the ability to collaborate across all levels of the organization, including handling highly confidential information.

The Business Reporting Analyst produces complex, sensitive reports covering inventory management, root cause evaluation, and population scoping to advance data-driven process optimization across client and operational functions. Working within a cross-functional team alongside Client Success, Product, Engineering, Sales, Finance, and Operations, this analyst develops clean SQL queries and BI visualizations that provide stakeholders with actionable intelligence to strengthen strategic and tactical outcomes.

Key Deliverables

• Create reports providing insight into historical account data, inventory management, root cause evaluation, and population scoping.
• Partner with Client Success, Product, Engineering, Sales, Finance, and Operations to supply actionable analytics supporting tactical and strategic objectives.
• Manage business intelligence initiatives including data extraction, transformation, loading processes, and development of reporting and visualizations.
• Translate stakeholder requests into the correct analytical framework, including accurate problem identification.
• Write clean and concise queries to manage large tables and extract relevant data efficiently.
• Present findings, insights, and recommendations to key stakeholders on a routine basis.
• Ensure data integrity through the development and use of system controls and regularly examine reports to locate and resolve errors.

Education & Experience

• Minimum of 3-5 years of relevant analytical experience, with a BS or MS in finance, statistics, applied mathematics, computer science, or a related field.
• Experience in the Financial Services industry, with relevant experience in debt collections or inventory management environments preferred.
• Fluency in SQL and strong proficiency in statistical analysis, modeling, and data visualization.
• Experience with scenario planning and what-if analyses, including the use of assumptions in place of key data points.
• Competency with data visualization or BI tools such as Looker, Tableau, or Power BI.
• Familiarity with R, Python, or Snowflake.
• Strong analytical curiosity and attention to detail.
• Ability to present complex information clearly to non-technical partners.
• Ability to work effectively with little direct supervision across shifting priorities and multiple deadlines.

Embedded within the brand and marketing department, the Business Reporting Analyst refines investment allocation, budget oversight, and KPI measurement across brands and regions to drive return on investment against defined brand projects and marketing objectives. Working closely with both the brand and marketing organization and the central controlling team, this analyst guides budget processes, monthly financial close, and long-term target-setting that enable transparent, data-informed decisions throughout the full end-to-end program development process.

Areas of Ownership

• Support the brand and marketing organization in achieving business targets and advise on optimal brand investment allocation and return.
• Oversee the budgeting process, monthly financial close, and monthly reporting of business, brand, and marketing performance.
• Drive target setting and monitor brand and marketing KPIs against defined targets, owning the KPI framework and signing off on measurement methodologies.
• Build relevant reporting that combines budget, performance, and commercial data to provide insights for decision-making.
• Drive transparency on cost drivers by supervising budget processes, reporting actual costs, explaining deviations, and identifying risks and savings potential.
• Support process and system improvements focused on implementing and testing new budget and forecasting tools.

Minimum Qualifications

• University degree in Business Administration, Finance, Controlling, or a similar field.
• 2-4 years of relevant business control work experience.
• Knowledge of fast-moving consumer goods, fashion, or retail industries (advantage).
• Understanding of accounting principles.
• Experience in business analysis, cost modeling, and accounting and reporting.
• Excellent knowledge of MS Excel and MS PowerPoint.
• Experience in SAP BW, BPC NetWeaver, and HANA as a plus.
• Strong communication skills and the ability to prioritize multiple tasks while maintaining a proactive approach to business needs.