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.

The Business Reporting Analyst owns the design and delivery of Infor LN reports, Ming.le dashboards, and Workflows that enable performance tracking across all business functions, partnering closely with ERP team members and key stakeholders to identify appropriate metrics. Working within the ERP team, this role shapes analytical solutions that support end users, senior management, and cross-functional teams, building the reporting infrastructure that drives operational visibility.

Key Responsibilities

• Identify business processes and situations that could be improved with ERP or peripheral solutions.
• Facilitate and coordinate efforts with application analysts and end users.
• Interview subject matter experts and business users to elicit requirements.
• Write specifications and adhere to all change control requirements.
• Design and create reports, dashboards, and workflows that satisfy business needs and enable performance tracking.
• Guide technical resources in Infor LN development areas, including Sessions Development, UI scripting, Infor Extensibility, Reports Development, DAL and DAL2 Scripting, User Exit scripting, AFS, and LN Query writing.
• Support Infor OS, ION Desk, ION Workflow, and ION Grid administration.
• Review technical logs to identify process failures and take necessary corrective actions.
• Debug programs and write LN queries to extract and troubleshoot data in a highly customized environment.
• Document and support completed products.
• Support end users with reports and dashboards, including troubleshooting and facilitating enhancements.
• Evaluate user requests and make appropriate recommendations within the area of subject expertise.
• Investigate and respond to user requests, questions, and problems.
• Develop end-user training materials and conduct training on reports and dashboards.
• Manage project delivery and apply project management discipline throughout the reporting lifecycle.

Required Qualifications

• 5+ years of ERP development or consulting experience.
• 5+ years of Baan/LN experience.
• Solid background in report writing on Infor LN.
• Proficiency in Infor LN report writing, Infor GRC, Infor ION, Infor Workflow, Infor Homepages, Ming.le, and Infor Nexus.
• Tableau experience preferred.
• Strong analytical, problem-solving, and data collection skills.
• Excellent written and verbal communication skills, with the ability to communicate effectively across all organizational levels, including senior management.
• Ability to influence stakeholders who do not have a direct reporting relationship.
• Strong customer service mindset, including the ability to resolve difficult disputes without damaging relationships or expending unnecessary resources.
• Attention to detail and ability to document work thoroughly.
• Ability to work across cultures and functions as a collaborative team player.

Embedded within Shamrock Trading Corp's Ryan Transportation Business Unit, the Business Reporting Analyst delivers data-driven solutions and insights by maintaining and improving BI reporting, developing new analytical solutions, and becoming proficient in Ryan Transportation's systems and tools. Working closely with upper management, the executive team, and cross-functional stakeholders, this role builds the analytical foundation that supports top- and bottom-line growth across the business unit.

Core Functions

• Research current business reporting and analytical solutions.
• Determine what improvements and additions are necessary to meet business unit needs.
• Develop and execute management reports, dashboards, and ad-hoc analysis requests.
• Optimize existing datasets to consistently improve the user experience of solutions provided to the business.
• Seek feedback from upper management and the executive team to aid in driving top- and bottom-line growth.
• Perform routine educational demonstrations of new reports and analytical tools for end users and senior management.
• Utilize project management skills to ensure responsibilities are properly identified and prioritized, timelines are met, and consistent status updates are communicated to stakeholders.

Qualifications & Experience

• Bachelor's degree in Business, Economics, Data Analytics, or a related field.
• 2+ years of experience in an analytical role.
• General business acumen, with the ability to analyze the transportation industry and recommend business improvements.
• Proficiency in SQL and experience with relational databases such as MS SQL.
• Experience with Business Intelligence software, including Microsoft Power BI.
• Strong analytical skills, with the ability to derive insights from large datasets, exceptional attention to detail, and a desire to creatively solve challenging problems.
• Ability to work autonomously while managing several tasks and performing cross-functional duties as needed.

Reporting to direct management, the Business Reporting Analyst develops and maintains sophisticated Excel-based analytical tools, SQL queries, and financial performance reports covering acquisitions, renovations, property management, and dispositions across the organization. Partnering with investors, management, and decision-makers at all levels, this role delivers the financial and operational analysis that informs real estate strategy, market positioning, and data governance.

Primary Duties

• Develop and update periodic operational and financial performance reports related to acquisitions, renovations, property management, and dispositions.
• Develop and maintain sophisticated, advanced-level Excel-based analytical tools, including macro-enabled financial models.
• Develop and write SQL queries and stored procedures to aggregate data and convert results into meaningful metrics and information for various business units.
• Evaluate business processes, anticipate requirements, uncover areas of improvement, and develop and implement solutions.
• Identify, analyze, and interpret trends or patterns relating to key performance indicators in complex datasets.
• Research and analyze industry trends and benchmarking information as they apply to the business model, strategy, and market position.
• Acquire data from primary or secondary data sources and maintain data governance processes.
• Assist with creating deliverables for investors and management.
• Deliver presentations to direct management and decision-makers.

Skills & Qualifications

• Bachelor's degree from an accredited college in a related discipline, or equivalent experience and combined education.
• 3+ years of experience in corporate finance, investment finance, or consulting.
• 3+ years of real estate experience desirable.
• Knowledge of Snowflake is a plus.
• Strong proficiency in SQL, Power BI, Excel, and MS Office, with at least 2 years of experience in each.
• Strong analytical skills, with experience developing financial modeling and analysis.
• Excellent verbal and written communication skills with a process-improvement-oriented mindset.
• Strong organizational skills, attention to detail, and ability to manage competing priorities professionally.
• Results-oriented with the ability to adapt to a changing environment.

Sitting at the intersection of data analysis and commercial strategy, the Business Reporting Analyst extracts, analyses, and prepares data to surface trends and present findings in formats that engage a commercial audience, including regular reports and standalone ad-hoc analysis. Operating across business partner and internal stakeholder groups, this role leads data monetisation initiatives and delivers the reporting capability that enables informed commercial decision-making.

Duties

• Extract, analyse, and prepare data to identify trends and present findings in formats that engage a commercial audience.
• Produce high-quality reports that interpret data and surface the underlying messages within the data.
• Deliver regular reports to commercial business partners and internal stakeholders on a timely basis.
• Lead data monetisation initiatives.
• Provide support and training for managers on the use of relevant software.
• Perform standalone ad-hoc analysis as required.

Requirements

• Proven experience analysing and reporting on data in a professional capacity.
• Experience using Cognos is beneficial but not essential.
• Experience presenting commercially, with the ability to engage and persuade audiences.
• Strong analytical skills.
• Advanced proficiency in Excel, including VLOOKUP and the creation of pivot charts and tables.
• Excellent written and verbal communication skills.
• Ability to work autonomously and communicate effectively at all levels of a business.
• Adaptable and flexible working style.

A key member of the insurance division's analytics function, the Business Reporting Analyst monitors KPIs, performs quantitative and qualitative analysis, and synthesizes financial, sales, marketing, underwriting, and operational data to create actionable dashboards and professional presentations for divisional and executive leadership. Collaborating across senior managers, business partners, and front-line management, this role builds the analytical tools and reporting infrastructure that accurately evaluate actual performance against business strategy and plans.

Functions

• Monitor KPIs across the division.
• Proactively meet with senior managers and business partners to stay informed about current business goals and drivers.
• Attend regular meetings to support existing analysis tools and identify opportunities to improve the design and capabilities of existing reports.
• Perform quantitative and qualitative analysis on available data, metrics, and trends.
• Enhance existing reports and analyses to identify meaningful insights and opportunities to drive the business forward.
• Synthesize financial, sales, marketing, underwriting, and operational data to create actionable dashboards and professional presentations for key stakeholders, including divisional leadership, executive leadership, and front-line management.
• Promote the use of new metrics and data visualisation tools and techniques to recommend operational adjustments that may improve results.

Experience & Qualifications

• Bachelor's degree in Data Analysis, Statistics, Finance, or another relevant analytical discipline.
• 3–5 years of experience using Power BI, Business Objects, Tableau, Power Pivot, or similar data analytics, visualisation, and BI tools.
• Python, R, or SAS experience preferred, or willingness to learn.
• Strong SQL skills, including the ability to create complex joins and write complex queries.
• Demonstrated proficiency in analytical methodologies, tools, and dashboard development to interpret, visualise, and present data, analyses, and findings.
• Demonstrated project management skills and ability to work independently to prioritise workload and manage multiple responsibilities and deadlines.
• Strong organisational, problem-solving, and critical thinking abilities, with high attention to detail.
• Excellent oral presentation and written communication skills, with the ability to build relationships and communicate effectively with senior officials across the organisation.

Accurate catalog and price list integrity across government and commercial contracts depends on the Business Reporting Analyst, who validates, uploads, and maintains contract pricing data, develops pricing models, and leads continuous improvement of catalog and interface processes in alignment with business requirements. Based within the Catalog Management Team, this role delivers operational precision across multiple vendor and distributor products, directly supporting contract administrators, sales, and cross-functional stakeholders.

Accountabilities

• Validate, upload, and maintain new items requested by sales for addition to the appropriate contract price list.
• Update and maintain current pricing data in internal databases for multiple vendors and distributors' products applicable to government and commercial contracts.
• Assist with automating pricing catalog uploads and additional processes to ensure the accuracy of various data elements maintained in quoting and ordering databases.
• Monitor pricing catalog uploads for accuracy and resolve any errors.
• Determine necessary price changes by analysing and comparing new vendor price updates to current contract pricing using SQL queries, MS Excel, or MS Access.
• Provide proposal pricing support to contract administrators pertaining to pricing requirements and develop pricing models used to compute cost estimates.
• Research data discrepancies and variances and communicate results.
• Manage the Price List Inbox and complete requests within a 24-hour turnaround time, or a shorter timeframe when urgency requires.
• Research and create new manufacturer codes in the relevant system.
• Manage TAA requests to completion promptly.
• Communicate project expectations to team members and stakeholders in a timely and clear manner.

Technical Qualifications

• Bachelor's degree or equivalent in Information Technology or a related field preferred.
• 1–2 years of relevant work experience.
• Experience with the Oracle Inventory platform is a bonus.
• Understanding of catalog and price list update processes.
• Advanced skills in Excel, including v-lookups and filtering.
• Proficiency in Microsoft Outlook and Word, with advanced Excel skills.
• Ability to work independently with minimal supervision.
• Positive attitude with outstanding attention to detail and the ability to learn in a fast-paced environment and meet deadlines under pressure.
• Ability to communicate effectively with all levels of staff and possess strong interpersonal skills.

As the Business Reporting Analyst, this role coordinates quarterly risk assessments, develops processes to monitor and report on business risks, and maintains the RiskPro database that drives compliance and supervisory reporting to various committees and boards. The risk and compliance team relies on this work to ensure regulatory obligations, AML requirements, and internal controls are accurately captured, reported, and submitted on time across the organization.

Operational Focus

• Coordinate completion of quarterly risk assessments for relevant business units.
• Establish and maintain well-defined systems and processes to monitor and report on business risks.
• Develop processes to gather data and establish thresholds to monitor risk, and maintain the database that drives reporting.
• Create a complete library of risks, including regulatory requirements and internal controls, in collaboration with management.
• Create and maintain mechanisms that support compliance processes in monitoring supervisory and AML risks and reporting to various committees and boards.
• Establish and maintain business data on the RiskPro system and ensure database integrity by challenging data that appears uncharacteristic.
• Ensure data sources are accurate to support reporting requirements produced monthly, quarterly, or on an ad-hoc basis, and analyse information within data sources to ensure reporting is appropriate.
• Provide board and management reporting on key risks and ensure all required reports are accurate and submitted for review promptly.
• Assist in gathering and providing information in response to regulatory and audit requests.
• Work with management and vendors to ensure proper implementation and functionality of compliance surveillance systems, including creation and maintenance of system permissions and user accounts.
• Troubleshoot and provide technical support to front-line and back-office system users, and escalate load failures and system issues to the vendor for resolution.
• Support management with model validation exercises, fulfilment of audit requests, and other data analytics as required.

Education & Experience

• Bachelor's degree in Business Administration, Finance, Computer Science, Information Systems, or a related field, or an equivalent combination of education and experience.
• One year of job-related work experience in a professional environment.
• Completion of the Securities Industry Essentials (SIE) exam.
• Knowledge of essential laws and regulations applicable to the securities industry, including the Securities Act of 1933, the Securities Exchange Act of 1934, AML law, and data privacy regulations.
• Research, reporting, and risk assessment skills.
• Ability to implement comparative analysis and deliver logical recommendations.
• Strong proficiency in Microsoft Office, including advanced Excel skills.
• Excellent written and verbal communication skills with strong attention to detail.

Business Reporting Analyst leads initiatives related to operations, technology, and reporting derived from Internal Audit requirements, building domain expertise in Archer, SharePoint, and Microsoft Power BI to support both internal and external reporting processes. Success in the position means eliciting and documenting business requirements, tracking system defects and resolutions through JIRA, and ensuring high-quality data in audit applications that enables accurate, timely reporting for stakeholders at all levels.

Key Deliverables

• Lead initiatives related to operations, technology, and reporting derived from Internal Audit requirements.
• Partner with IT to enhance, upgrade, and migrate work paper management systems.
• Elicit and document business requirements to provide guidance to development teams and perform UAT of developed solutions.
• Build domain expertise in relevant applications, including Archer, SharePoint, and Microsoft Power BI, and provide end-user training and support.
• Escalate system defects to IT, track resolutions, and maintain clear communications with stakeholders throughout.
• Develop and implement a strategy for future system upgrade and migration initiatives.
• Use JIRA to track process improvement initiatives, including project planning, implementation, and status reporting.
• Lead efforts to ensure the implementation of high-quality data in audit applications for accurate reporting.
• Support both internal and external reporting processes, compile reports on a timely basis, and communicate proactively with partners about status and roadblocks.
• Accommodate ad-hoc reporting requests under tight deadlines.
• Create and implement lists and libraries using SharePoint to optimise processes and knowledge sharing.
• Produce high-quality deliverables with special attention to detail.

Position Requirements

• Bachelor's degree, preferably in Computer Information Systems or an equivalent field.
• 2+ years of operations, reporting, or similar experience in a business analyst capacity.
• Experience in Governance, Risk, and Compliance (GRC) and/or Internal Audit support is a plus.
• Experience implementing and supporting GRC systems, such as MetricStream or Archer, is a strong plus.
• Proven ability to work with data and apply it to answer business questions.
• Strong attention to detail with the ability to communicate effectively at all levels.

The Business Reporting Analyst produces people-related data insights and robust Power BI dashboards that support business leaders, finance, and procurement in workforce tracking and decision-making across the organization. Working within the HR and analytics team, this role develops the reporting processes and automation capabilities that give stakeholders self-service access to accurate, timely workforce and headcount metrics.

Areas of Ownership

• Establish a central coordination point for business leaders, finance, and procurement by providing people-related data and insights to support business decision-making.
• Partner with the finance team to accurately track a range of metrics against forecast budget.
• Build Power BI dashboards for workforce tracking and reporting.
• Analyse business and headcount data and prepare commentary and insights to be shared with stakeholders.
• Update reporting processes to enable automation of reports and self-service of people metrics.
• Develop expertise in the technologies from which data is extracted and in how those technologies connect to the analytics and reporting tools used within the team.
• Support projects related to the implementation and updating of technology used by the team.

Knowledge Skills & Abilities

• Tertiary qualification in business or a related discipline.
• Depth of knowledge in reporting and analytics and its application across business and shared services functions.
• Strong experience using data management systems and manipulating large datasets.
• Experience developing and delivering reporting solutions and providing insightful commentary for business stakeholders.
• Skills in Power BI, with knowledge of quantitative methods and data interrogation techniques.
• Advanced Microsoft Excel and PowerPoint skills, preferably gained in a consulting or corporate reporting environment.
• Exposure to the Oracle suite is useful.
• Proactive and adaptable working style, with the ability to work in a fast-paced and dynamic environment.
• Strong commitment to delivering customer service and continual improvement in service delivery.

Embedded within the sales performance function, the Senior Business Reporting Analyst develops deep pipeline and win-loss analysis, identifies significant business performance changes, and advances KPI alignment across stakeholder groups to drive higher sales growth in line with business strategies. Working closely with sales leadership and the sales compensation team, this role produces the forecasts, assessments, and program rollouts that inform strategic decision-making at the commercial level.

Role Responsibilities

• Identify and highlight significant business performance changes, key findings, and assessments.
• Conduct occasional deep-dive studies on performance issues and growth opportunities.
• Analyse data and information to identify business opportunities and risks, assist in monthly performance reviews, and assess forecast reliability.
• Proactively analyse pipeline and win-loss data and report key findings to sales leadership.
• Collaborate with the sales compensation team on business analysis or program rollouts to drive higher sales growth in line with business strategies.
• Align key KPIs with stakeholders and cascade and implement programs and strategies rolled out centrally.

Professional Experience

• Degree in Marketing, Business Administration, or a related field.
• Proven experience in a similar role, with experience managing a wide range of qualitative and quantitative research.
• Work experience and proficiency with SQL or other querying languages used with relational databases, strongly preferred.
• Proficiency in Power BI or other visualisation software, such as QlikSense.
• Fluent English.
• Excellent analytical, problem-solving, and decision-making skills, with the ability to understand business questions and pain points and address them with supporting data.
• Excellent cross-group collaboration skills and the ability to influence stakeholders.
• Ability to multi-task, manage ambiguity and changing business requirements, and self-prioritise under pressure.

Reporting to Financial Services leadership, the Senior Business Reporting Analyst develops departmental reporting tools, KPI frameworks, and a leasing data warehouse that serve as a single source of truth for all leasing processes and programs across Financial Services teams. Partnering with internal audit, external auditors, and project teams supporting digital transformation, this role refines the data infrastructure and root cause analysis capabilities that optimize Financial Services outputs and reporting accuracy.

Job Functions

• Identify, develop, and implement departmental reporting tools, queries, dashboards, and databases that support key metrics related to all leasing processes and programs.
• Create reports and KPIs for all Financial Services teams in a variety of formats, including reports, PowerPoint presentations, graphs, and tables, and formulate recommendations for effective communication to non-analytical audiences.
• Create validations that ensure data integrity in all aspects of operational and sales reporting.
• Create a single source of truth for leasing data by building a leasing data warehouse or integrating into the existing warehouse.
• Perform all property tax maintenance required for reporting purposes.
• Perform root cause analysis on reporting activities and provide improvement strategies to optimise Financial Services outputs.
• Provide support for requests from both the internal audit department and external auditors.
• Support digital transformation efforts and system enhancements by serving as a contributor on project teams.
• Prepare ad-hoc reporting for Financial Services teams and stakeholders as directed.

Background & Experience

• Bachelor's degree in business, finance, or information systems, or equivalent knowledge preferred.
• Minimum 5 years of experience in financial data analysis, data modeling, trend analysis, or a related area.
• LEAN/Six Sigma experience preferred.
• Experienced in tools that combine multiple data sources to develop KPIs, reports, and dashboards.
• Proficiency in Microsoft Power BI, Access, and InfoLease is required.
• Familiarity with large spreadsheets, numbers, and SQL.
• Ability to work effectively in an agile environment.

Sitting at the intersection of call center operations and health insurance analytics, the Business Reporting Analyst generates daily queue, agent performance, and call tracker reports while executing strategic initiatives developed by call center leadership to improve customer satisfaction and business performance. Serving as a reporting resource for call center management and analytics teams, this role manages regional and member utilisation analysis, monthly agent scorecards, and client onboarding statistics that oversee service delivery and operational outcomes.

What You'll Do

• Report on and analyse event reports to assess first-contact resolution, identify open events, and work with call center management to review and close them.
• Identify gaps in events management to improve first call resolution rates.
• Collaborate with analytics teams to provide focused or regional analysis of member utilisation trends and client spend.
• Generate daily call center queue, agent performance, and call tracker reports.
• Work with the management team to gather all reporting required to produce monthly agent scorecards.
• Produce and provide daily customer service statistics reporting for newly implemented clients.
• Execute strategic initiatives developed by call center leadership to improve customer satisfaction and business performance.
• Maintain broad knowledge of client products and services.

Minimum Qualifications

• Undergraduate degree in business administration or a related field.
• 3+ years of project management experience.
• 3 years of experience in the health insurance industry.
• Previous experience in a healthcare plan or call center preferred.
• Previous multi-channel experience, including voice, email, and chat, is a plus.
• Knowledge of CPT codes, ICD-10, managed care procedures, and claims payment policies.
• Strong knowledge of Microsoft Office, including Word, Excel, Access, PowerPoint, and Outlook.
• Knowledge of SQL query tuning is a plus.
• Strong analytical, time management, and written communication skills.
• Stakeholder management skills in large, complex programs with internal and external teams.

A key member of the analytics and operations team, the Business Reporting Analyst advances real-time KPI monitoring by creating automated Power BI dashboards, developing operational reporting that identifies trends, and collaborating with leadership to deliver data-driven recommendations that optimize performance across the business. Collaborating across departments and leadership teams, this role drives the transparency and accountability that enables informed decision-making and continuous improvement of the business model.

Day-to-Day Responsibilities

• Create automated Power BI dashboards to monitor KPIs in real time.
• Develop, design, and analyse operational reporting to provide insights, identify trends, and monitor business performance.
• Implement new processes and recommendations to inform improvements to the business model.
• Collaborate with leadership to deliver data-driven recommendations.
• Identify areas to optimise performance across the business.
• Drive transparency and accountability within departments through the preparation and delivery of results and performance reporting on KPIs.

Qualifications & Experience

• Bachelor's degree or equivalent experience.
• 1–2 years of relevant experience in analytics, finance, operations, or consulting.
• Strong technical skills and proficiency in data analysis.
• Ability to manipulate large datasets in Excel, SQL, or an equivalent environment.
• Proficiency in data modelling and data visualisation tools, such as Power BI, Tableau, Python, or R, preferred.
• Strong analytical skills and proficiency in problem-solving.
• Ability to formulate a problem statement, identify and quality-check required inputs, and deliver appropriate outputs.
• Strong communication skills and proficiency in storytelling through data, with the ability to distil data into actionable recommendations and make complex information simple.