Reporting & Analysis Job Description
Reporting & Analysis Duties & Responsibilities
To write an effective reporting & analysis job description, begin by listing detailed duties, responsibilities and expectations. We have included reporting & analysis job description templates that you can modify and use.
Sample responsibilities for this position include:
Reporting & Analysis Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Reporting & Analysis
List any licenses or certifications required by the position: CPA, CMA, SAS, MBA, PMP, CRISC, CISSP, CISM, CISA, VBA
Education for Reporting & Analysis
Typically a job would require a certain level of education.
Employers hiring for the reporting & analysis job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Economics, Business, Statistics, Education, Business/Administration, Mathematics, MBA, Engineering
Skills for Reporting & Analysis
Desired skills for reporting & analysis include:
Desired experience for reporting & analysis includes:
Reporting & Analysis Examples
Reporting & Analysis Job Description
- Respond to inquiries from Management on a timely basis
- Troubleshoot subsystem interface errors
- Develop complex financial analyses and modeling of operating and capital expenses on an ad hoc and monthly basis
- Provide transparency and insight into technology expenses
- Supply day-to-day transactional finance and accounting support for the Technology group
- Participate in the strategic business planning process for Technology
- Drive process efficiency around monthly close activities and reporting
- Research, and possible implementation of, health care data warehouse vendors
- Manage spend analysis development and reporting for all sourcing and procurement analytical needs including analyses on company-wide savings
- Manage accuracy and completeness of the supplier data files
- Knowledge ofrelational datasets, data warehouses, and data mining
- The features and characteristics of Canadian retail banking products
- Support improvement and enhancement of Process through system Excalibur
- Bachelor’s degree with atleast 3 Years of experience in Analytics domain in consumer credit risk or Masters in quantitative discipline like statistics, mathematics, economics / BE /BTech
- Atleast 3-4 years of Hands on working experience in SAS / SAS EG / BI
- Clarity of risk concepts and processes, hands on experience risk based projects
Reporting & Analysis Job Description
- Perform HMDA LAR quality reviews
- Aid in maintenance of files for CRA exams
- Help to create a leading edge for the BioResearch Quality & Compliance (BRQC), Quality Analytics organization in ability to contextualize data and provide analyses for complex data, process, or quality questions
- Be critical to the building of a stronger capability to both respond to complex queries, and also to proactively identify potential quality issues or signals
- Build the capability and skillsets to contextualize quality data into insights that will enable data driven-decision making to strengthen the BRQC Janssen Quality Management System (QMS)
- Support firm wide initiatives to achieve compliance with regulatory principles and requirements, CCAR, Stress Testing, public disclosures
- May manage lower level individual contributors with similar reporting and data management responsibilities
- Prepare annual financial statement worksheets for the University’s State reporting exhibits and financial statement workpapers
- Collect, analyze, reconcile, and consolidate accounting transactions to close out the accounting month\quarter\year
- Coordinate the preparation of the footnote material contained in the CSU and CSU System (CSUS) annual audited financial statements
- To develop the reporting analysts enhancing their technical and business acumen for further advancement within and outside Retail Risk Management
- To create and maintain a timely and accurate reporting framework, including data preparation, maintaining and updating the department’s credit loss database, report creation and distribution, and documentation of the reporting process
- To ensure timely production and adherence to monthly, quarterly, and yearly schedules for the production/distribution of loan loss reports by various team members
- To maintain the existing methodology adopted for the reporting of Specific Allowance and General Allowance making sure they comply with internal policies and regulatory requirements
- BA or BS, Master’s Degree a plus
- Financial Planning & Analysis - prepare and communicate financial and business analyses
Reporting & Analysis Job Description
- Deliver ad hoc analytical projects to provide insights as required with focus on meeting deadlines and providing communication to management
- Provides support to Senior Management including financial presentation and analysis
- Assist in the coordination and analysis of recurring internal management reporting (Flash Financial Reporting, Operation Metric Reporting, ), the rolling forecast process, the Annual Operating Plan, and the Strategic Plan
- Prepare presentations to highlight financial trends, summarize business plans, and communicate process changes across the enterprise
- Identify and implement improvements across financial reporting processes
- Work collaboratively with various groups throughout the organization including Sales, Operations, Claims, Contracts, IT, Underwriting
- Analyze data and provide solutions/recommendations in response to anticipated and unanticipated fluctuations in the company’s business
- Provide decision support for Senior Management, Finance, Sales, Operations management, Claims, IT and Contracts
- Support the annual budget process including creation of financial models and budget presentation and explanation
- Provide support for essential business improvement and corporate strategy projects
- Engage stakeholders to enhance the layout and content of consolidated presentations
- Bachelor’s Degree is required, preferably with a major in Accounting or Finance
- Must work well in a team-oriented, dynamic and matrix environment
- To monitor and analyse the loss performance of the various loan portfolio and make recommendations on key risk drivers
- To track and provide insight about the loss trend and its deviation (variance) from loss plan/forecast across the various business segments under the PCL team
- High School Diploma required or the equivalent
Reporting & Analysis Job Description
- Create and publish regularly scheduled and ad hoc reports
- Document reporting requirements, process and validate data components as required
- The main scope of this role will be to provide operational data analytics for compliance/regulations
- Cross-functionally partner with teams to source identified data gaps and deficiencies
- Develop new and/or run standard reports using Oracle BI reporting tool (Taleo) and campus recruitment tool (WCN)
- Perform checks to verify the completeness and accuracy of the data
- Break out metrics and prepare for distribution to various stakeholders, sometimes combining data from different sources
- Analyze data to identify trends, YOY comparisons
- Draw conclusions from data and provide analysis for roll up presentations
- Building a world class, results driving, reporting and analysis capability
- Proactively create and document significant items impacting expense results by line, region, sub-division and cluster on a monthly, quarterly and annual basis, for communication to COO's during the month end process
- Managing relationships with the Lines of Business with Corporate teams that are responsible for the external reporting of the firm wide data
- Knowledge of CRA qualification and requirements
- Working knowledge of Microsoft Office applications (Word and PowerPoint)
- University degree in finance and/or accounting required
- Minimum of three years financial management experience
Reporting & Analysis Job Description
- Documentation of the allowance methodologies and reporting processes, and compliance and the necessary governance works required for these SA/PCL and associated reporting
- Primary contact on internal and external audit assignments in relation to the SA/PCL and the associated reporting
- Own any critical SA/PCL methodologies including SA rate, Impairment aging and write-off policies, to make sure they remain to be effective for risk reporting
- Accountable to create a framework and reporting platform for taking any allowance under IFRS9 into the new PCL reporting and the associated reporting
- Explore into the feasibility to create an PCL forecasting covering IFRS9 allowance and the methodology for this reporting
- Working closely with Business Systems Analysts and the Data & Reporting Manager to develop conversion and system implementation plans
- Translating Business requirements into their Technical counterparts to ensure that proper programming documentation is maintained
- Designing, developing, modifying, supporting, debugging and evaluating SAS programs of a data integrity schema for non-standard accounting data and the oversight of adherence to this schema
- Analyzing existing programs and formulating logic for new systems, devising logic procedures, preparing flowcharting, performing coding and test or debugs programs
- Using SAS as the tool for data extraction, manipulation and storage
- To provide and ensure the visibility of OM’s S&D performance throughout all distribution channels (Direct/Indirect) includes Distributors/Dealers/POS and other channels, through reliable Business Intelligence system
- Responsible for driving the end-to-end S&D Business Intelligence system development and enhancement any other reporting system required within S&D
- Experience translating raw data into a meaningful story
- Advanced user knowledge of M/S Office suite
- Beginner to Intermediate SAS skills would be an asset
- Demonstrated track record of providing value-add analysis