PowerBI Reporting Analyst

Genstone Financial; Tampa (FL); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Company Paid Life Insurance

Disability Insurance

Pet Insurance

401(k) Program with Employer Matching

Paid Holidays

Wellness Initiatives

Employee Assistance Program

Job summary

A diversified finance company is seeking a Client Reporting Analyst to develop, publish, and maintain Power BI reports. The ideal candidate will have at least 3 years of experience in Investor Reporting and proficiency with data visualization platforms like Power BI. Strong analytical and communication skills are required to ensure data accuracy and improve reporting efficiency. A bachelor's degree in Business or a related field is essential. The position offers competitive salary and benefits, including a hybrid work schedule.

Qualifications

• 3+ years’ experience in Investor Reporting or Investor Accounting required.
• 3+ years' experience with data visualization platforms like PowerBI, Tableau, or similar.
• 2+ years’ experience in the mortgage industry, including servicing, processing rules, and guidelines.

Responsibilities

• Develop, publish, and maintain Power BI reports.
• Collaborate with data teams to build sustainable datasets.
• Review and optimize existing Power BI reports.

Skills

Power BI

Data visualization

MS Office Suite

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Attention to detail

Education

Bachelor’s degree in Business or related field

Tools

Power BI

Tableau

Black Knight MSP

Job description

Client Reporting Analyst

Reporting to the EVP, Asset Management, we are seeking a highly motivated and experienced individual with experience in the mortgage or real estate industry and expertise in Power BI to join our team. The ideal candidate will play a key role in developing, publishing, and maintaining Power BI reports to drive data-informed decision-making. This role demands a detail-oriented professional who can develop, standardize, and optimize reports while ensuring the data presented delivers actionable insights, not just information. The candidate will also collaborate with data teams to help build sustainable datasets for reporting.

Physical Requirements

The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation. While performing the duties of this job, the employee is required to sit as well as work at a computer for extended periods of time, utilizing a keyboard and mouse. The employee should be able to communicate by telephone, email, and face-to-face.

Base pay range

$75,000.00/yr – $90,000.00/yr

Additional compensation types

• Annual Bonus

Company Overview

Founded in 2008, The Fay Group is a diversified real estate services company offering a complete range of home ownership products and services to include mortgage servicing, property renovations, property management, realty, business purpose lending, and insurance to homeowners, investors and clients nationwide. We consider the people behind those mortgages and work hard to give them the best opportunity to stay in their homes by providing solutions to navigate the challenges of homeownership while working toward their long-term financial goals.

Qualifications

• Bachelor’s degree in Business or related field (or equivalent combination of years of experience with High School Diploma/GED) required
• 3+ years’ experience in Investor Reporting or Investor Accounting required
• 3+ years' experience with data visualization platforms like PowerBI, Tableau, or similar.
• 2+ years’ experience in the mortgage industry, including servicing, processing rules, and guidelines
• Design, develop, and publish Power BI dashboards and reports tailored to business needs.
• Ensure data accuracy and consistency by integrating and transforming data from various sources.
• Review and optimize existing Power BI reports to improve efficiency and user experience.
• Familiarity with custodial account reconciliation and expected cash testing is preferred
• Proven ability to work effectively in a fast-paced, deadline-driven environment
• Experience with Black Knight MSP preferred
• Strong skills in the MS Office Suite with advanced Excel skills for data compilation and analysis
• Strong verbal and written communication skills
• Strong interpersonal skills
• Strong analytical skills
• Strong problem-solving, data collection, analysis, and decision-making skills
• Solid decision-making abilities coupled with sound judgment
• Ability to prioritize numerous tasks and manage shifting priorities
• Client-focused with strong execution skills and results orientation
• High level of precision with attention to detail and consistency
• Flexible, open to change, and able to learn new things quickly
• Ability to work in a collaborative environment and provide guidance for working groups

Featured Benefits

• Medical, Dental, and Vision Insurance
• Company Paid Life Insurance
• Disability Insurance
• Pet Insurance
• 401(k) Program with Employer Matching
• Paid Holidays
• Wellness Initiatives
• Employee Assistance ProgramEligible for Hybrid Work Schedule with Remote Flex Days

Compensation

• The hiring range for this position is between $75,000.00-$90,000.00 annually
• This position is eligible for an annual discretionary bonus

Fay Cares!

The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders.

EEO Statement

Fay is an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information, go to www.dhs.gov/E-Verify.