Reporting & Data Analyst

Offsure Global Outsourcing INC.; Angeles; On-site; PHP 420,000 - 780,000; Full time

Job summary

Offsure Global Outsourcing INC. seeks a Reporting & Data Analyst to support operational and commercial teams with accurate reporting, data analysis, dashboard development, and process improvement in an office-based Banking/Financial Services setting.

The ideal candidate will have a strong background in banking/fintech or related financial operations, with excellent knowledge of Excel and experience handling large datasets, financial information, and KPIs.

Qualifications

• 2-4+ years of relevant experience in banking, financial services, fintech, or related financial/operations environment.
• Experience in reporting, data analysis, financial operations, MIS, or a similar analytical role.
• Strong understanding of financial and operational data.
• Advanced proficiency in Microsoft Excel.
• Experience working with large datasets and multiple reporting sources.
• Experience creating reports, dashboards, and presentations for management, clients, or stakeholders.
• Strong understanding of data accuracy, reconciliation, and validation.
• Ability to investigate discrepancies and identify root causes.

Responsibilities

• Data Analysis & Reporting: Prepare, maintain, and analyze operational, financial, and commercial reports.
• Work with large datasets across multiple reports and systems.
• Review and validate data for accuracy and completeness.
• Perform data cleansing, reconciliation, error checking, and validation.
• Identify trends, anomalies, discrepancies, and reporting gaps.
• Conduct root cause analysis and investigate unusual results.
• Develop and maintain KPI and SLA reports.
• Identify opportunities to automate and improve reporting processes.
• Translate complex data into meaningful insights and actionable information.

Skills

Excel

Data analysis

Financial operations

MIS

Reporting

Communication

Attention to detail

Analytical thinking

Ownership

Team player

Job description

Office-Based | Banking/Financial Services Experience Required

Work Arrangement: Office-Based
Industry Background: Banking / Financial Services / Fintech preferred and relevant experience required

Job Overview

We are looking for a highly analytical, detail-oriented, and proactive Reporting & Data Analyst to support our operational and commercial teams through accurate reporting, data analysis, dashboard development, and process improvement.

The ideal candidate will have a strong background in banking, financial services, fintech, or a related financial operations environment, with excellent knowledge of Excel and experience working with large datasets, financial information, operational reports, and KPIs.

This role requires someone who can do more than simply prepare reports. The successful candidate should be able to understand the business behind the numbers, identify discrepancies and trends, investigate the root cause of issues, and turn complex information into clear, easy-to-understand reports and dashboards for clients and internal stakeholders.

This is an office-based role that requires strong collaboration, communication, and ownership.

Key Responsibilities

Data Analysis & Reporting

• Prepare, maintain, and analyze operational, financial, and commercial reports.
• Work with large datasets across multiple reports and systems.
• Review and validate data to ensure accuracy, completeness, and consistency.
• Perform data cleansing, reconciliation, error checking, and validation.
• Identify trends, anomalies, discrepancies, and reporting gaps.
• Conduct root cause analysis and investigate unusual or inconsistent results.
• Develop and maintain KPI and SLA reports.
• Identify opportunities to automate and improve reporting processes.
• Translate complex data into meaningful insights and actionable information.

Reports & Dashboard Development

• Create clear, structured, and user-friendly reports and dashboards.
• Ensure reports are easy for clients and non-technical stakeholders to understand and interpret.
• Present data in a visually clear format, highlighting important trends, KPIs, issues, and insights.
• Develop reports that tell a clear story rather than simply presenting raw numbers.
• Adapt reports and dashboards based on client and stakeholder requirements.
• Support the preparation of management reports and presentations.
• Clearly explain findings and recommendations to clients and internal teams.

Financial & Commercial Analysis

• Support revenue recognition and profitability analysis.
• Review financial and operational data to identify discrepancies and opportunities for improvement.
• Develop an understanding of the invoice lifecycle, including invoice creation, submission, tracking, and reconciliation.
• Monitor operational costs and commercial performance.
• Assist with analysis related to work-in-progress (WIP), revenue, costs, and billing.
• Ensure financial and commercial reports are accurate and properly supported by underlying data.

Business Process & Operations

The successful candidate must be able to understand and analyze end-to-end business processes, including:

• Work Order Creation
• Job Scheduling and Execution
• Technician and Subcontractor Workflows
• Work Order Completion Requirements
• Purchase Orders and Variations
• Costing and Revenue Recognition
• Invoice Generation
• Invoice Submission Portals
• Payment Tracking
• Credit Requests and Credit Notes
• Service Level Agreements (SLAs)
• Customer KPI Performance
• WIP Job Management

The candidate should be comfortable learning how different operational processes connect and how each stage affects reporting, revenue, costs, billing, and overall business performance.

Technical Skills

Advanced Excel

• Advanced Microsoft Excel skills
• Pivot Tables
• Power Query
• XLOOKUP / INDEX-MATCH
• SUMIFS / COUNTIFS
• Data Validation
• Error Checking and Reconciliation
• Large Dataset Management
• Working across multiple reports and data sources

Data & Reporting

• BI dataset review and validation
• KPI reporting
• SLA reporting
• Dashboard development
• Trend analysis
• Data cleansing
• Root cause analysis
• Report automation
• Data visualization and presentation

Required Experience & Qualifications

• 2-4+ years of relevant experience in banking, financial services, fintech, or a related financial/operations environment.
• Experience in reporting, data analysis, financial operations, business analysis, MIS, or a similar analytical role.
• Strong understanding of financial and operational data.
• Advanced proficiency in Microsoft Excel.
• Experience working with large datasets and multiple reporting sources.
• Experience creating reports, dashboards, and presentations for management, clients, or stakeholders.
• Strong understanding of data accuracy, reconciliation, and validation.
• Ability to investigate discrepancies and identify the root cause of issues.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to explain complex data and processes in a simple, clear, and easy-to-understand manner.
• Comfortable working in an office-based environment and collaborating closely with different teams.
• Strong attention to detail and accuracy.

Behavioral Competencies

Proactive

• Takes initiative and actively looks for ways to add value.
• Does not wait to be told what needs to be done.
• Identifies gaps, issues, and opportunities for improvement.
• Follows up on outstanding items and ensures issues are resolved.

Curious & Analytical

• Wants to understand why something is happening, not just identify that it is wrong.
• Investigates anomalies and discrepancies.
• Questions assumptions constructively.
• Looks beyond the numbers to understand the underlying business process.

Positive & Adaptable

• Maintains a solutions-focused approach.
• Open to feedback and new ways of working.
• Able to adapt to changing priorities and processes.
• Remains positive and resilient when dealing with challenges.

Team Player

• Works collaboratively with internal teams, clients, and stakeholders.
• Supports colleagues and shares knowledge.
• Communicates effectively and contributes to a positive working environment.

Ownership Mindset

• Takes responsibility for assigned work and outcomes.
• Follows tasks through to completion.
• Escalates risks and issues early.
• Ensures commitments and deadlines are met.

Attention to Detail

• Consistently checks data and reports for errors and inconsistencies.
• Identifies process breakdowns and reporting issues.
• Takes ownership of data accuracy and quality.
• Understands the importance of accurate reporting in financial and commercial decision-making.

Ideal Candidate

The ideal candidate is an experienced banking or financial services professional with strong reporting and data analysis capabilities who is looking to apply their skills in a broader operational and commercial environment.

They should be highly proficient in Excel, comfortable working with large and complex datasets, and confident in creating reports and dashboards that make information simple, visual, and easy for clients and stakeholders to understand.

More importantly, we are looking for someone who can connect the numbers to the business — someone who can identify what is happening, understand why it is happening, communicate it clearly, and take ownership of finding solutions.