Global Banking Data & Reporting Specialist

Cognizant; Quezon City; Hybrid; PHP 300,000 - 420,000; Full time

Job summary

Cognizant in Metro Manila, Quezon City, Philippines, is seeking a data-focused professional to support retail and commercial banking operations. You will manage data reports, optimize processes, and create dashboards in spreadsheets while collaborating with cross-functional teams during day shifts.

The role emphasizes accuracy, client-centric outcomes, and continuous improvement for a global banking enterprise. Hybrid work model applies with a focus on data-driven reporting.

Qualifications

• Strong proficiency in spreadsheet tools including formulas pivot tables and charts to support data driven decisions in retail and commercial banking operations.
• Apply basic knowledge of banking products such as deposits loans and cash management services to interpret operational data in a meaningful context.
• Utilize exposure to asset management operations to understand portfolio data, transaction flows and client reporting needs within investment related services.
• Leverage familiarity with asset and wealth management concepts to support the preparation of performance summaries, fee calculations and client statements when required.
• Exhibit effective communication and collaboration skills to work with cross functional teams in a hybrid model while ensuring clarity on data definitions and reporting timelines.

Responsibilities

• Support daily retail and commercial banking operations by maintaining accurate data sets in spreadsheets to ensure timely and reliable service delivery to internal stakeholders and clients.
• Prepare update and validate recurring reports using spreadsheet formulas and functions to provide clear visibility into key performance indicators for banking operations.
• Analyze transaction data for retail and commercial products to identify patterns discrepancies and opportunities for operational process enhancement.
• Collaborate with operations and product teams in a hybrid work model to clarify data requirements and ensure consistent interpretation of banking metrics.
• Document standard operating procedures for reporting and analysis tasks to promote consistency transparency and knowledge sharing across the operations team.
• Monitor data quality for customer accounts and product portfolios by running checks and reconciliations helping to reduce errors and operational risk.
• Assist in the creation of dashboards and summary views in spreadsheets that highlight trends in asset management operations and retail banking performance.
• Support incident and issue resolution activities by extracting relevant data tracing root causes and documenting findings for continuous improvement.
• Coordinate with technology and operations partners to test small process enhancements and track their impact on efficiency accuracy and client satisfaction.
• Contribute to regulatory and compliance reporting by organizing data sets and validating figures to help meet internal control and audit expectations.
• Participate in process improvement initiatives by suggesting automation opportunities using spreadsheet capabilities and basic macros where appropriate.
• Engage with asset and wealth management stakeholders to understand operational workflows and translate them into structured reports that support informed decision making.
• Maintain clear records of activities assumptions and calculations to support audit readiness and strengthen trust in operational reporting outputs.

Skills

Excel proficiency

Pivot tables

Data analysis

Charts

Cross-functional collaboration

Attention to detail

Time management

Education

Bachelor's degree in finance/IT/business

Tools

MS Excel

Excel macros

Job description

Cognizant in Metro Manila, Quezon City, Philippines, is seeking a data-focused professional to support retail and commercial banking operations. You will manage data reports, optimize processes, and create dashboards in spreadsheets while collaborating with cross-functional teams during day shifts.

The role emphasizes accuracy, client-centric outcomes, and continuous improvement for a global banking enterprise. Hybrid work model applies with a focus on data-driven reporting.