Data Analytics & Reporting Manager

Triad Financial Services Inc; Jacksonville (FL); On-site; USD 110,000 - 150,000; Full time

Job summary

Triad Financial Services Inc. is seeking a Data Analytics & Reporting Manager to lead the BI, data analytics, and reporting for Mortgage Operations. You will guide a cross-functional team of analysts, develop enterprise BI roadmaps, and ensure reliable data support for business processes.

This role emphasizes strategic leadership and performance metrics across the organization. The ideal candidate will have extensive experience in mortgage/financial services, strong SQL/SSIS/SSRS/Excel skills,

Qualifications

• 5+ years of experience in the mortgage or financial services industry.
• 7+ years in a management role.
• Experience with SQL, SSIS, SSRS, Access and Excel is required.
• Clear written and verbal communication skills.
• Knowledge of design metrics, analytics tools, benchmarking activities and related reporting.
• Demonstrated analytic/diagnostic skills.
• Ability to work independently, multi-task, and own parts of a project or initiative.
• Ability to work under pressure and meet deadlines.
• Proven track record of operational process change and improvement.

Responsibilities

• Directs design, development, maintenance, and support of data analytics, reporting, and BI solutions.
• Provide strategic and operational leadership for BI, KPIs, dashboards, and reporting.
• Lead system solution planning, design, database modeling, and testing.
• Collaborate with stakeholders to understand needs and insights requirements.
• Define and maintain Key Performance Indicators with leadership.
• Develop multi-year roadmaps aligning priorities with strategy and standards.
• Oversee day-to-day production support for BI and reporting systems.
• Drive continuous improvement through monitoring and process optimization.
• Prepare budgets and financial reports to support maintenance and development.
• Work with IT to ensure reliable, timely data throughout the organization.
• Recruit, develop, and motivate a high-performance BI team.

Skills

SQL

SSIS

SSRS

Excel

Leadership

Stakeholder comms

Tools

Access

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Data Analytics & Reporting Manager

3 days ago Requisition ID: 1268

Position Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Data Analytics & Reporting Manager to join our growing team. The Data Analytics & Reporting Manager is responsible for managing business intelligence (“BI”), data analytics, and reporting for mortgage operations. You will manage and direct strategy over a multi-disciplinary team of business/systems analysts, data analysts, and report analysts in developing, implementing, and supporting Mortgage Operations BI, reporting and dashboard solutions.

You will develop enterprise strategies and roadmaps to standardize, integrate, develop, and implement common solutions to support business transformation and process improvement initiatives. You are responsible for ensuring the successful execution of initiatives while providing reliable day-to-day data support for application and business processes.

Essential Functions:

• Directs the design, development, maintenance, and support of data analytics, reporting, and business intelligence solutions that meet business needs.
• Provide strategic and operational leadership, planning, analysis, and business process support for the following types of processes/systems:
  • Business Intelligence
  • Key Performance Indicators
  • Business Analytics, Dashboards, and Reporting
  • Decision Support Systems
• Provide direction and leadership regarding system solution planning, systems analysis, systems design, database modeling, systems construction and systems testing.
• Work closely with stakeholders to understand their needs, expectations, and insights requirements.
• Work with stakeholders and executive leadership to define, develop and maintain Key Performance Indicators.
• Develop multi-year roadmaps, incorporating business priorities, strategy, and technology standards.
• Manage the day-to-day production support for all BI and reporting systems.
• Achieve continuous improvement in services via implementation of monitoring solutions and process improvements.
• Develop budgets and financial reports as necessary to support ongoing maintenance and development of existing systems and applications.
• Works with the IT management team on overall application vision and strategy to ensure continuous flow of accurate and timely data.
• Recruit, develop, retain, and motivate a reporting, analytics, and BI team operating at a high-performance level.

Education and/or Work Experience Requirements:

• 5+ years of experience in the mortgage industry or other financial services industry.
• 7+ years of experience within a management role.
• Experience with SQL, SSIS, SSRS, Access and Excel is required.
• Consistently demonstrates clear and concise written and verbal communication.
• Comprehensive knowledge of design metrics, analytics tools, benchmarking activities and related reporting to identify best practices.
• Demonstrated analytic/diagnostic skills.
• Ability to work independently, multi-task, and take ownership of various parts of a project or initiative.
• Ability to work under pressure and manage tight deadlines or unexpected changes in expectations or requirements.
• Proven track record of operational process change and improvement