CLIENT REPORTING ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS
Updated: Nov 20, 2024 - The Client Reporting Analyst is well-versed in data management, adept at extracting and editing SQL scripts, and proficient in systems like Oracle, Taod, SAS, Teradata, and SQL Server. This role requires advanced knowledge of MS Office, including Excel for macros, pivot tables, and complex formulas, as well as SharePoint for its setup and design capabilities. Strong communication skills, attention to detail, and the ability to work independently are essential to effectively support organizational data reporting and analysis needs.
Essential Hard and Soft Skills for a Standout Client Reporting Analyst Resume
- Data Analysis
- Financial Reporting
- Advanced Excel
- SQL
- Business Intelligence Software
- Financial Modelling
- Regulatory Compliance
- Performance Metrics Analysis
- Client Relationship Management Systems
- Statistical Analysis
- Communication
- Attention to Detail
- Problem Solving
- Time Management
- Adaptability
- Client Relations
- Teamwork
- Critical Thinking
- Presentation Skills
- Organizational Skills
Summary of Client Reporting Analyst Knowledge and Qualifications on Resume
1. BA in Economics with 2 years of Experience
- Experience in presenting financial information to non-financial managers
- Experience in interacting with different levels within the organization
- Good working knowledge of Excel
- Good understanding of sales, commissions and costs
- Highly developed written and verbal communication skills
- Ability to work to tight and strict deadlines while achieving a high degree of accuracy
- Good organizational skills
- Previous experience within the Travel Industry
- Good working knowledge of SAP
- AAT Level 4 qualified, or has relevant experience or studying for a CIMA/ACCA qualification
2. BA in Finance with 3 years of Experience
- Related industry working experience.
- Strong math/quantitative skills.
- Proficient in Excel including using V-Lookup and PivotTables.
- Ability to excel independently and in ambiguous situations.
- Ability to maintain productivity and strong work ethic under minimal supervision.
- Working knowledge of statistics and familiarity with the principles of portfolio management.
- Possess excellent communication and organizational skills and be able to handle a heavy, deadline-oriented workload.
- Ability to successfully manage and coordinate simultaneous multiple-level projects and tasks with internal departments.
- High attention to detail and a strong sense of urgency.
- Must possess a high level of initiative and have a demonstrated ability to work in a team environment.
- Familiarity with Factset, Bloomberg and other analysis tools
- Proficiency in macro writing
- Completion of Level I or higher of the CFA program
3. BA in Business Analytics with 5 years of Experience
- Experience leading end-to-end BI solutions including requirements gathering, sourcing, transformation, and reporting.
- Expert-level data analysis in a major relational database like SQL Server/Oracle/Teradata
- Experience in data analysis and reporting, demonstrating advanced proficiency using SAS/SQL query language to access Teradata/SQL Server databases.
- Experience in database design and ETL (Extraction, Transformation and Loading) processes
- MicroStrategy developer or Tableau experience
- Experience in financial services with an emphasis on business insights and data/financial analysis
- Specific working experience with card services.
- Cutting-edge visualization and storytelling with data.
- Hands-on experience designing data models and data transformation workflow.
- Certified MicroStrategy Architect (or other MicroStrategy Certification)
- Experience with Alteryx, Hadoop, Impala, HIVE SQL, SQL server stored procedures, and JAMS/Autosys schedulers.
- Ability to manage varied sets of priorities, both planned and ad-hoc, and adapt to a dynamic and fast-paced environment.
- Excellent verbal and written communication, interpersonal, organizational, documentation, and presentation skills.
- Experience using analysis tools like Query Analyzer, SAS, and Toad with different data platforms
4. BA in Information Systems with 4 years of Experience
- Reporting analyst experience, preferably within financial services.
- Advanced Microsoft Excel and PowerPoint skills
- Experience working with SimCorp Coric or similar data-driven and dynamic reporting tools/platforms
- Good working knowledge of SQL
- Experience working with client reporting systems and databases
- Experience with data-driven report design and reporting logic using variables and front-end functions.
- A good working knowledge of investment reporting concepts.
- Strong problem-solving, analytical and technical aptitude.
- Experience working with large data sets, security-level investment data, and analytical calculations used for investment reporting.
- Experience in the financial services industry
- Skilled with automation and visualization tools (CAS, Tableau)
- Ability and desire to improve and streamline processes
- Demonstrates strong leadership qualities and consistently shows initiative.
5. BA in Statistics with 6 years of Experience
- Experience in data management and systems or sourcing and summarizing data for reporting
- Good working knowledge of Oracle/Taod, and SAS.
- Experience working with SQL script exporting and editing (ability to write scripts
- Intermediate SQL foundation, and ability to use Teradata/SQL Server
- Understanding of pivot table building
- Intermediate Excel user - Index and multistage "if" formula
- Strong organization, oral and written communication skills
- The ability to communicate effectively with all levels of the organization
- Ability to work independently to troubleshoot issues
- Proficiency with database and/or Micro Strategies
- High level of attention to detail
- SharePoint familiarity, usage, setup and design
- Familiar with PowerPoint and OneNote
- Advanced proficiency in MS Office products - SharePoint, Word and PowerPoint, and Excel (including Macros, pivot tables, charts/graphs, etc.)