Reporting Operations Specialist
MicroSourcing
Stand out for this role — generate a tailored resume and cover letter in about a minute.
Benefits offered by this job
Job summary
MicroSourcing is hiring a Reporting Operations Specialist to build, maintain, and produce standardized operational reports for clients and internal teams. You will configure reporting tools, manage data collection, and deliver recurring client reports from Tableau-based templates.
This role emphasizes data quality, process adherence, and collaboration with Client Operations and Success teams while enabling a flexible work-from-home setup in the Philippines.
Qualifications
- Bachelor's degree or equivalent in Business, Information Systems, Analytics, Finance, Mathematics, or a related field.
- 1–3 years of experience in reporting, operations, business support, or a related analytical role preferred.
- Strong proficiency in Microsoft Excel and/or Google Sheets.
- Excellent attention to detail with the ability to identify data discrepancies and formatting issues.
- Strong organizational and time management skills with the ability to manage multiple recurring deadlines.
- Ability to learn new reporting tools and technologies quickly.
- Excellent written and verbal communication skills.
- Ability to follow standardized processes while maintaining a high level of quality and accuracy.
Responsibilities
- Build, configure, and deploy spreadsheet-based time trackers for new client teams.
- Customize tracker layouts, dropdown menus, validation rules, and data fields based on each team's operational requirements.
- Maintain reporting trackers as teams evolve, including updates to team members, task types, and other reporting attributes.
- Ensure reporting tools remain organized, accurate, and easy for operational teams to use.
- Monitor reporting trackers to ensure data is captured accurately and consistently.
- Partner with operational teams to resolve reporting issues and improve data quality.
- Provide guidance on the proper use of reporting trackers and related documentation.
- Maintain the integrity of reporting systems while supporting ongoing operational changes.
- Generate recurring client-facing Weekly Summary Reports and internal Employee Scorecard reports using Tableau.
- Review Tableau workbooks to verify charts, metrics, filters, and visualizations reflect approved data.
- Perform quality assurance checks to ensure reports are accurate and client-ready.
- Export finalized reports to PDF and distribute to internal stakeholders.
- Configure standardized Tableau workbooks for new client teams, connect data sources, and validate accuracy.
- Modify workbook filters, formatting, visualizations, and report components as needed.
- Maintain existing Tableau workbooks to support changing requirements.
- Implement new reporting requirements, add metrics and visuals, and modify trackers as needed.
- Support one-time and recurring reporting requests and data preparation for client presentations.
- Collaborate with Client Operations, Delivery Center Leadership, Client Success, and Implementations to support reporting initiatives.
Skills
Education
Tools
Job description
Discover your 100% YOU with MicroSourcing!
- Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
- A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
- Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
- Career Growth: Take advantage of opportunities for continuous learning and career advancement.
- Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.
The Reporting Operations Specialist is responsible for building, maintaining, and producing standardized operational reports that support both clients and internal business teams.
This role plays a critical part in ensuring the accuracy, consistency, and quality of reporting solutions used across multiple client accounts.
Working within established reporting frameworks, the Reporting Operations Specialist will configure and maintain reporting tools, support data collection processes, generate recurring client reports, and implement enhancements as reporting requirements evolve.
This position requires strong attention to detail, excellent organizational skills, and the ability to manage recurring deliverables while maintaining a high standard of quality.
This is an excellent opportunity for someone who enjoys working with data, technology, and process improvement without requiring an advanced background in business intelligence or data science.
- Build, configure, and deploy spreadsheet-based time trackers for new client teams.
- Customize tracker layouts, dropdown menus, validation rules, and data fields based on each team's operational requirements.
- Maintain reporting trackers as teams evolve, including updates to team members, task types, and other reporting attributes.
- Ensure reporting tools remain organized, accurate, and easy for operational teams to use.
- Monitor reporting trackers to ensure data is captured accurately and consistently.
- Partner with operational teams to resolve reporting issues and improve data quality.
- Provide guidance on the proper use of reporting trackers and related documentation.
- Maintain the integrity of reporting systems while supporting ongoing operational changes.
- Generate recurring client-facing Weekly Summary Reports and internal Employee Scorecard reports using Tableau.
- Review Tableau workbooks to verify that charts, metrics, filters, and visualizations accurately reflect approved reporting data.
- Perform quality assurance checks to ensure reports are accurate, visually appealing, and client-ready.
- Export finalized reports to PDF and distribute completed deliverables to internal stakeholders according to established service levels.
- Configure standardized Tableau workbooks for new client teams by adapting existing reporting templates.
- Connect workbooks to new reporting data sources and validate reporting accuracy.
- Modify workbook filters, formatting, visualizations, and report components as needed.
- Maintain existing Tableau workbooks to support changing business and client requirements.
- Implement new reporting requirements requested by clients or internal stakeholders.
- Add new metrics, charts, visualizations, and reporting elements to existing reporting solutions.
- Modify reporting trackers to capture new operational data when required.
- Support continuous improvement of reporting templates, documentation, and reporting processes.
- Support one-time and recurring reporting requests, including data preparation for Annual Business Reviews and other client presentations.
- Compile, organize, and validate reporting data from multiple sources as requested.
- Assist with reporting initiatives that support operational decision-making across the organization.
- Work closely with Client Operations, Delivery Center Leadership, Client Success, and Implementations to support reporting initiatives.
- Communicate effectively with internal stakeholders to understand reporting requirements and deliver high-quality reporting solutions.
- Assist with documenting reporting processes and maintaining reporting standards.
- Bachelor's degree or equivalent experience in Business, Information Systems, Analytics, Finance, Mathematics, or a related field.
- 1–3 years of experience in reporting, operations, business support, or a related analytical role preferred.
- Strong proficiency in Microsoft Excel and/or Google Sheets.
- Excellent attention to detail with the ability to identify data discrepancies and formatting issues.
- Strong organizational and time management skills with the ability to manage multiple recurring deadlines.
- Ability to learn new reporting tools and technologies quickly.
- Excellent written and verbal communication skills.
- Ability to follow standardized processes while maintaining a high level of quality and accuracy.
- Experience using Tableau or another business intelligence/reporting platform.
- Experience building or maintaining dashboards, reports, or data visualizations.
- Experience supporting operational reporting or business reporting processes.
- Familiarity with data validation, quality assurance, or reporting best practices.
- Highly detail-oriented and process-driven.
- Comfortable working with data every day.
- Curious and eager to learn new technologies.
- Organized and dependable under recurring deadlines.
- Able to balance technical tasks with excellent customer service.
- Motivated to continuously improve reporting processes and reporting quality.
This position follows well-defined reporting processes and established reporting templates. While creativity and problem-solving are encouraged, candidates are not expected to design enterprise reporting solutions or possess advanced data science or software development experience. We are looking for someone who enjoys working with data, takes pride in producing high-quality work, and is excited to learn and grow within a collaborative reporting team.
With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.
MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.
For more information, visit https://www.microsourcing.com/
- Terms & conditions apply
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
