Hybrid Banking Data & Reporting Specialist

Cognizant; Muntinlupa; Hybrid; PHP 360,000 - 600,000; Full time

Job summary

Cognizant is seeking a data reporting Specialist to support retail and commercial banking operations. The role emphasizes Excel-driven data management, KPI reporting, and cross-functional collaboration in a hybrid work model.

Responsibilities include creating dashboards, validating data quality, and contributing to process improvements, regulatory reporting, and client statements. A focus on accuracy and continuous improvement underpins daily tasks across asset and wealth related services.

Qualifications

• Strong proficiency in spreadsheet formulas, pivot tables, and charts.
• Basic banking products knowledge (deposits, loans, cash management).
• Exposure to asset management operations and client reporting.
• Understanding asset and wealth management concepts for reporting.
• Effective communication and cross-functional collaboration in hybrid teams.
• Willingness to learn and adopt best practices in operations.
• Excellent attention to detail and time management in reporting tasks.

Responsibilities

• Maintain accurate data sets in spreadsheets to support service delivery.
• Prepare and validate recurring reports using formulas to show KPIs.
• Analyze retail and commercial transaction data for patterns and improvements.
• Collaborate with operations and product teams in a hybrid model.
• Document SOPs for reporting and analysis tasks.
• Monitor data quality with reconciliations to reduce errors and risk.
• Create dashboards and summaries highlighting trends in banking operations.
• Support incident resolution by tracing data and documenting findings.
• Coordinate with tech and operations to test process enhancements.
• Contribute to regulatory reporting by organizing data and validating figures.
• Participate in process improvements by suggesting automation with macros.
• Engage with asset and wealth stakeholders to translate workflows into reports.
• Maintain records of activities and calculations for audit readiness.

Skills

Spreadsheet basics

Banking product knowledge

Asset management exposure

Cross-functional collaboration

Learning mindset

Attention to detail

Tools

Excel

Job description

Cognizant is seeking a data reporting Specialist to support retail and commercial banking operations. The role emphasizes Excel-driven data management, KPI reporting, and cross-functional collaboration in a hybrid work model.

Responsibilities include creating dashboards, validating data quality, and contributing to process improvements, regulatory reporting, and client statements. A focus on accuracy and continuous improvement underpins daily tasks across asset and wealth related services.