Job Responsibilities
- Build, maintain, and enhance automated reporting solutions to support business operations and decision-making
- Gather business requirements from stakeholders and translate them into technical and data-driven solutions
- Work hands-on with business data, reporting processes, and Microsoft 365 technologies
- Support data sourcing, transformation, validation, and reporting activities
- Maintain, troubleshoot, and enhance existing reporting processes and solutions
- Take ownership of new data, reporting, and business systems projects from requirements through implementation
- Identify opportunities to automate manual operational processes and improve workflow efficiency
- Analyze existing business processes and recommend opportunities for process improvement and automation
- Support development of business applications and tools within a Microsoft 365 low-code environment
- Develop and enhance solutions using Microsoft Power Apps, Power Automate, Power BI, Power Query, Dataverse, and DAX
- Create and maintain automated workflows using Power Automate
- Develop and enhance Power Apps solutions based on business requirements
- Use Power Query and M code for data extraction, transformation, and preparation
- Develop Power BI reports, dashboards, and reporting solutions
- Apply DAX to create calculations, measures, and business reporting logic
- Work with Dataverse and relational data structures to support business applications and reporting solutions
- Understand database schemas, relationships, and relational data structures
- Ensure data integrity, accuracy, consistency, and reliability across reporting solutions
- Investigate data quality issues and identify appropriate corrective actions
- Support business users with reporting, data, and business systems requirements
- Translate complex business needs into scalable and maintainable technical solutions
- Operate independently within the business unit with minimal traditional IT support
- Quickly learn and apply new software platforms, development syntax, tools, and technologies
- Maintain existing solutions while continuously identifying opportunities for enhancement
- Support initiatives involving AI capabilities, workflow automation, and intelligent business processes
- Identify opportunities to introduce AI and automation into existing operational workflows
- Collaborate with business stakeholders to define requirements, priorities, and expected outcomes
- Develop technical solutions that align with business processes and reporting requirements
- Support investment and financial reporting processes through accurate and reliable data solutions
- Apply understanding of investment and/or finance concepts to reporting and business systems requirements
- Assist with data-related projects within the business unit from planning through implementation
- Document business requirements, technical solutions, workflows, and reporting processes
- Perform testing and validation of applications, reports, workflows, and data solutions
- Troubleshoot technical and data-related issues and implement appropriate solutions
- Ensure solutions meet business requirements, data integrity standards, and operational needs
- Manage multiple projects and priorities while working independently
- Participate in business and technical meetings and communicate project status, issues, and requirements
- Work effectively in a hybrid environment with onsite collaboration in downtown Chicago
- Perform additional business systems, data, reporting, and automation duties as assigned
Skills
- Business Systems Analysis
- Business Systems Development
- Data Analysis and Data Solutions
- Data Reporting
- Data Integrity
- Data Validation
- Data Transformation
- Business Requirements Gathering
- Requirements Analysis
- Microsoft Power Apps
- Microsoft Power Automate
- Microsoft Power BI
- Power Query M Code
- DAX
- Microsoft Dataverse
- Microsoft 365
- Low-Code Development
- Low-Code Business Solutions
- Workflow Automation
- Process Automation
- Reporting Automation
- Dashboard Development
- Financial Reporting
- Investment Reporting
- Finance Concepts
- Investment Concepts
- Database Schemas
- Relational Data Structures
- Relational Databases
- Business Process Improvement
- Technical Solution Development
- AI and Automation Opportunities
- Data Quality Management
- Data Governance Awareness
- Application Development
- Report Development
- Data Sourcing
- Data Modeling
- Data Visualization
- Troubleshooting
- Technical Documentation
- Stakeholder Management
- Problem Solving
- Analytical Skills
- Microsoft Office
- Independent Work
- Cross-Functional Collaboration
Education/Experience
Bachelor's degree in Computer Science, Information Technology, Business Systems, Engineering, Finance, or a related technical/business field. A finance-background candidate may also be considered if they have developed the required technical skills through relevant work experience.