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The Reporting Analyst is responsible for metric reporting and analysis, billing and operational processes, as well as day-to-day inquiries.
Duties and Responsibilities
- Complete all required client reporting based on established service line agreement.
- Complete requirements for other metrics and reporting.
- Accept and complete all ad hoc reporting requests in a timely manner.
- Create and maintain billing templates.
- Develop audit process for monthly billing reconciliation.
- Provide consultative information to client services teams around process & workflows that impact reporting and billing.
- Analyze dashboards on weekly basis and provide key findings to Client Services Manager or Client Services Director.
- Monitor trends and make appropriate recommendations.
- Establish and utilize documented reporting policies that meet reporting and business goals of account leader.
- Reach out proactively to the client teams on a weekly basis to understand their reporting needs in the upcoming week.
- Facilitate ongoing discussions with client services leaders to eliminate non value-add reporting.
- Other duties as assigned.
Job Description
The Reporting Analyst is responsible for metric reporting and analysis, billing and operational processes, as well as day-to-day inquiries.
Duties and Responsibilities
- Complete all required client reporting based on established service line agreement.
- Complete requirements for other metrics and reporting.
- Accept and complete all ad hoc reporting requests in a timely manner.
- Create and maintain billing templates.
- Develop audit process for monthly billing reconciliation.
- Provide consultative information to client services teams around process & workflows that impact reporting and billing.
- Analyze dashboards on weekly basis and provide key findings to Client Services Manager or Client Services Director.
- Monitor trends and make appropriate recommendations.
- Establish and utilize documented reporting policies that meet reporting and business goals of account leader.
- Reach out proactively to the client teams on a weekly basis to understand their reporting needs in the upcoming week.
- Facilitate ongoing discussions with client services leaders to eliminate non value-add reporting.
- Other duties as assigned.
Qualifications
Position Requirements
Education:
- Associate’s degree required. Bachelor’s degree strongly preferred.
Experience:
- A minimum of two years' of experience in a business or office environment utilizing the required customer service and administrative skills.
Exposure:
- Demonstrated proficiency with the Microsoft Office suite, including Outlook and Excel.
- Strong proficiency in Applicant Tracking Systems (ATS) and reporting capabilities.
- Basic analytical skills with the ability to assess and present key data.
Additional Information
All your information will be kept confidential according to EEO guidelines.