SENIOR DATA AND REPORTING ANALYST RESUME EXAMPLE
Updated: October 8, 2024 - The Senior Data and Reporting Analyst analyzes and influences investment portfolio compositions to proactively minimize DLL's risk. Identifies key data, conducts robust portfolio reviews, and leverages financial and risk management expertise to enhance profitability. Manages complex reporting processes, ensuring compliance and strategic alignment with executive goals.
Tips for Senior Data and Reporting Analyst Skills and Responsibilities on a Resume
1. Senior Data and Reporting Analyst - HR, Apex Analytics, Denver, CO
Job Summary:
- Support Human Resource reporting activities, including headcount and workforce information, compensation and benefits data, recruitment reporting, and performance and talent management information.
- Write, schedule and organize all standard and ad hoc reporting using various HR systems
- Identify trends and apply analytics to support the development and refinement of HR initiatives
- Work with HR Leadership team to create dashboards and scorecards to measure HR effectiveness
- Share user administration duties for Workday HCM and iCIMS (ATS) systems, manage security access, personalization, and other basic system operations
- Function as primary liaison to HRIS team and 3rd party technical support, to troubleshoot HR system issues
- Present analysis, findings and recommendations to the internal program team and/or customer sponsors for program improvements.
- Support growth initiatives by proactively bringing insights, analysis and findings to Account Management
- In conjunction with the Controller and Managers, define and execute the Reporting Group’s roles and responsibilities for management and regulatory reporting
- Provide data and analytical support to RFP responses/other sales related activities and other Customer or BU practice initiatives
Skills on Resume:
- HR Data Reporting (Hard Skills)
- HR Systems Management (Hard Skills)
- Data Analytics (Hard Skills)
- Dashboard Creation (Hard Skills)
- System Administration (Hard Skills)
- HRIS Liaison (Soft Skills)
- Strategic Presentations (Soft Skills)
- Sales Support Analysis (Hard Skills)
2. Senior Data and Reporting Analyst, Quantum Financial Solutions, Atlanta, GA
Job Summary:
- Perform detailed analysis to identify trends, operational issues, and exceptions to drive improvement in operations and customer experience
- Collaborate with business partners and cross functional teams to define reporting requirements, and then translate those requirements into a final product that drives improved service and/or reduced costs
- Demonstrate ability to analyze and translate large sets of raw data, correlate multiple metrics across the Customer Service Centers, and present actionable conclusions to leadership that drive results
- Serve as a subject matter expert on metrics, analysis, and dashboards
- Establish reporting standards to ensure data quality and accuracy
- Support standard practice reporting across the Account, including Service Level Agreement (SLA), Key Performance Indicator (KPI), Quarterly and Annual Business Reviews (QBR/ABR)
- Interpreting contractual obligations, understanding and translating needs across internal reporting systems and teams, providing data and analysis in user friendly manner.
- Determine specific customer and management area needs and develop/customize efficient reporting systems to deliver on-time reporting and analysis (daily, weekly, monthly, quarterly and annual requirements).
- Support adhoc reporting needs requested by program sponsors (client), Account Management, BU, by understanding needed data, running or coordinating reporting within necessary timelines.
- Identify trends, gaps, new business opportunities and process governance issues through analysis of data.
Skills on Resume:
- Trend Analysis (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Data Translation (Hard Skills)
- Metrics Expertise (Hard Skills)
- Reporting Standards (Hard Skills)
- SLA and KPI Management (Hard Skills)
- Contractual Interpretation (Hard Skills)
- Custom Reporting Solutions (Hard Skills)
3. Senior Data and Reporting Analyst, Horizon Insights, Phoenix, AZ
Job Summary:
- Assist in developing and maintaining effective processes to produce greater “look-through” reporting capabilities (within a complex structure) in response to investor and management reporting requests
- Build and maintain D-base of financial metrics and data
- Use of queries, D-base exports and data mining to access data from multiple systems
- Manipulation and analysis of large amounts of data to produce financial, accounting, reporting deliverables and analysis
- Utilize technological / analytical skills to develop new reporting analysis and automating current reports
- Work closely with other Fund Accounting personnel on implementing efficient and effective processes for reporting on the firms fast-growing private funds business need to maintain strong control while driving efficiency, standardization and automation in a collaborative manner
- Help design and implement efficient processes for producing “controllership” and “management” reporting (such as dashboard reporting)
- Optimize the current process and contribute to the system and process improvements needed for the longer-term growth and development
- Work closely with other Fund Accountants and the Investor Communications function in meeting regular periodic investor reporting requirements and responding to various investor requests
- Support, develop, and maintain efficient ways to improve regulatory reporting requirements supporting Form PF, ADV Form and other regulatory requirements
Skills on Resume:
- Reporting Enhancement (Hard Skills)
- Database Management (Hard Skills)
- Data Mining (Hard Skills)
- Data Analysis (Hard Skills)
- Process Automation (Hard Skills)
- Team Collaboration (Soft Skills)
- Process Design (Hard Skills)
- Regulatory Compliance (Hard Skills)
4. Senior Data and Reporting Analyst, Beacon Data Services, Minneapolis, MN
Job Summary:
- Analyze and influence the composition of a portfolio of investments to proactively minimize DLL’s risk
- Identifies, gathers and assesses information in order to conduct a robust portfolio review
- Applies a strong knowledge of finance and risk management, an understanding of a customers’ business, and an understanding of debt recovery to improve DLL’s profitability
- Prepares for monthly portfolio executive summary
- Manages reporting requirements gathering, team workflow, and analysis processes
- Completes delinquency trend and loan loss analysis
- Manages audit process of local office credit application process and credit decisions
- Provide reporting for local office for various legal, regulatory, compliance, risk management, and program management initiatives
- Proactively create reporting products that provide the business with insights that are aligned with senior leadership’s strategic initiatives and goals
- Assist in various ad-hoc projects and requests both within the Reporting Group and across the broader Fund Accounting team and other function areas in meeting regular periodic reporting requirements
Skills on Resume:
- Risk Analysis (Hard Skills)
- Data Synthesis (Hard Skills)
- Financial Management (Hard Skills)
- Stakeholder Communication (Soft Skills)
- Report Management (Hard Skills)
- Trend Analysis (Hard Skills)
- Audit Oversight (Hard Skills)
- Strategic Alignment (Soft Skills)
5. Senior Data and Reporting Analyst, Meridian Credit Union, Niagara Falls, NY
Job Summary:
- Develop automated data structures in co-ordination with service line teams to enable operational transparency within shared services (including but not limited to performance reporting, KPI’s, CPI’s, volumetric)
- Work independently and as part of a team to design, develop, test and implement dashboard reports.
- Document data and reporting structures and design principles in a reporting catalogue to enable sustainable reporting development
- Develop automated reports required to support service line performance hubs and visual management
- Conduct interactions with a high degree of professionalism, using an interpersonal communication style that promotes progress through teamwork in a collaborative manner.
- Provide leadership as a mentor to team analysts and cross-functional resources
- Clearly communicate analysis and complex concepts to non-subject matter experts orally and in writing
- Create presentations to help illustrate data in ways that are appropriate and easy for stakeholders to understand
Skills on Resume:
- Data Structure Development (Hard Skills)
- Dashboard Reporting (Hard Skills)
- Documentation Management (Hard Skills)
- Automated Reporting (Hard Skills)
- Professional Communication (Soft Skills)
- Team Mentoring (Soft Skills)
- Complex Data Explanation (Soft Skills)
- Presentation Creation (Hard Skills)
6. Senior Data Reporting Analyst, Alpine Bank, Glenwood Springs, CO
Job Summary:
- Support standard practice reporting across the Business Unit, including tracking Key Performance Indicators (KPIs) and compiling operational trends/performance reports at necessary cadences.
- Marry data from a variety of internal and external sources to provide in-depth understanding of business drivers.
- Determine incentives available to staff based on factors of their performance such as attendance and quality of work.
- Support ad-hoc reporting, analytics, and “deep dive” research needs requested by BU senior leaders by understanding needed data, running or coordinating reporting within necessary timelines
- Presenting insights via effective data visualization, written reports, and presentations.
- Identify trends, gaps, new business opportunities and process governance issues through analysis of data.
- Present analysis, findings and recommendations to facilitate operational improvement and strategic decision-making.
- Support growth initiatives by proactively bringing insights, analysis and findings to senior leaders.
Skills on Resume:
- KPI Tracking (Hard Skills)
- Data Integration (Hard Skills)
- Performance Analysis (Hard Skills)
- Ad-Hoc Reporting (Hard Skills)
- Data Visualization (Hard Skills)
- Trend Analysis (Hard Skills)
- Strategic Recommendations (Soft Skills)
- Growth Support (Soft Skills)
7. Senior Data Reporting Analyst, Valley Health Systems, Winchester, VA
Job Summary:
- Working with structured and unstructured data sets and experience in building analytical models on gaps and improvements to the current overall risk setups
- Involved in extracting and reviewing reports on daily, bi-weekly and monthly basis.
- Provide insights on overall performance of risk to internal stakeholders which involves Business, Product, Risk and Finance
- Analyse and proactively identify emerging risk trends and adapt methodologies accordingly
- Create recurring and ad-hoc reports that provide insights into key metrics on overall risk performance, merchant portfolios, trend analysis by providing recommendations for improvement. Communicate data analysis in written and concise manner
- Work closely across different verticals of Risk teams to understand the reporting requirement, prioritise and most importantly documenting reporting requirements
- Ensure the existing reporting solutions are scoped, recommended and developed. This requires working closely with Data teams
- Conduct analysis of Merchant and Consumer transactional behaviours to develop and share insights to enhance risk strategies
- Proven approach to problem solving and adjust to rapid risk/business priorities
- Support overall Risk business unit by creating and maintaining operational reporting and KPI monitoring dashboards
- Analysis of Rule performance and providing insights to Risk teams in order to improve False positive rate, approval rate and rules scoring
Skills on Resume:
- Data Modeling (Hard Skills)
- Report Generation (Hard Skills)
- Performance Insights (Hard Skills)
- Risk Trend Analysis (Hard Skills)
- Ad-Hoc Reporting (Hard Skills)
- Requirement Documentation (Soft Skills)
- KPI Dashboarding (Hard Skills)
- Problem Solving (Soft Skills)
8. Senior Data and Reporting Analyst, Summit Financial Partners, Portland, ME
Job Summary:
- Develop reports and deliverables for management and communicate with all levels of stakeholders
- Support, evaluate and enhance strategies created by other Data Analysts
- Gather business requirements
- Work with leadership and business partners to identify data and reporting needs for analysis
- Support analyst team with data extractions and manipulation for recurring and ad hoc reporting
- Develop/select methodologies to derive answers to business problems
- Design and implement tests to determine strategy effectiveness, and analyze the results to develop recommendations on future strategy
- Analyze data to provide meaningful insights.
- Professionally present and articulate the business value of complicated analysis to a diverse group of stakeholders
Skills on Resume:
- Report Development (Hard Skills)
- Strategy Evaluation (Soft Skills)
- Requirements Gathering (Soft Skills)
- Data Extraction (Hard Skills)
- Methodology Development (Hard Skills)
- Test Implementation (Hard Skills)
- Insight Analysis (Hard Skills)
- Stakeholder Presentation (Soft Skills)
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