Project Manager, Data, Reporting & Analytics

H&R Block, Inc.; Northern (KY); Hybrid; USD 63,000 - 94,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

401(k) Plan

Life balance programs

Job summary

H&R Block, Inc. seeks a Project Manager, Data, Reporting & Analytics to turn complex operational data into clear insights that help leaders make informed decisions. You will manage dashboards, reporting routines, portfolio visibility, and readiness for initiatives supporting tax offices across operations, finance, analytics, product, and field leadership.

This role emphasizes collaboration, defining metrics, and delivering accurate, actionable information to support associates and clients.

Qualifications

• Bachelor's degree in a related field or equivalent work experience.
• 3-5 years of experience supporting data, reporting, or analytics initiatives with defining metrics and translating findings into insights.
• Ability to lead in a matrix environment and virtually.
• Strong oral, written, and interpersonal communication with ability to present complex information to multiple levels.
• Proficiency with Microsoft Office and product planning tools.
• Familiarity with Project Management methodologies.
• Track record of setting priorities and deadlines.

Responsibilities

• Manage project plans for operational metrics, dashboards, reporting routines, portfolio health, and leadership insights.
• Coordinate reporting requirements, measures, definitions, timing, and ownership across business partners.
• Analyze operational results, trends, and outliers to identify improvement opportunities.
• Translate data outputs into clear, decision-ready summaries and recommended actions.
• Maintain metric definitions, dashboard inputs, and reporting documentation.
• Track progress against readiness milestones and document statuses, decisions, issues, and follow-ups.
• Identify and elevate risks, assumptions, barriers, and dependencies affecting readiness, adoption, quality, or timing.
• Combine operational data, stakeholder input, and tax-office feedback to identify recurring themes and friction.
• Support change readiness through aligned messaging, training inputs, and leader guidance.
• Measure results, document lessons learned, and recommend improvements for future planning.

Skills

Cross-functional collaboration

Decision making

Communication

Problem solving

Change management

Education

Bachelor's degree in related field

Tools

Microsoft Office

Product planning tools

Job description

About the Role

As a Project Manager, Data, Reporting & Analytics, you will turn complex operational data into clear insights that help leaders make informed decisions. You will manage projects that strengthen performance reporting, dashboard development, portfolio visibility, and readiness for initiatives supporting H&R Block tax offices. Working across operations, finance, analytics, product, and field leadership, you will align reporting needs, clarify measures, and deliver accurate, actionable information. Your work will help teams identify risks, understand performance, and continuously improve how we support our associates and clients.

Day to day you'll...

• Manage project plans for operational metrics, dashboards, reporting routines, portfolio health, and leadership insights.
• Coordinate reporting requirements, measures, definitions, timing, and ownership across business partners.
• Analyze operational results, performance patterns, trends, and outliers to identify improvement opportunities.
• Translate data and reporting outputs into clear, decision-ready summaries and recommended actions.
• Maintain metric definitions, dashboard inputs, reporting documentation, data requests, and recurring insight routines.
• Track progress against readiness milestones while documenting status, decisions, issues, and follow-up actions.
• Identify and elevate risks, assumptions, barriers, and dependencies affecting readiness, adoption, quality, or timing.
• Combine operational data, stakeholder input, and tax-office feedback to identify recurring themes and friction.
• Support change readiness through aligned messaging, training inputs, support pathways, and leader guidance.
• Measure results, document lessons learned, and recommend improvements for future project planning and execution.

Required Qualifications

• Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
• 3 - 5 years of related experience supporting data, reporting, or analytics initiatives, including defining metrics, coordinating reporting requirements, identifying trends, and translating findings into actionable business insights
• Ability to work effectively in a diverse work group; ability to lead in a matrix environment and at a distance (virtually)
• Ability to work effectively in a diverse work group as a member of a team
• Demonstrated decision making, analytical, and problem-solving skills
• Effective oral, written, and interpersonal communication skills with demonstrated effectiveness in presenting complex information to multiple organizational levels, with strong facilitation and presentation skills
• Proficiency with Microsoft Office software and product planning tools.
• Familiarity with Project Management methodologies
• Track record of establishing priorities and deadlines

Preferred Qualifications

• 5-8 years experience supporting data, reporting, or analytics initiatives
• Experience in a consulting environment
• Familiarity with compliance (regulatory, Sarbanes-Oxley Act (SOX), etc.) and governance issues
• PMP certification, or equivalent, or completed work towards PMP certification, or equivalent
• Some tax or financial background

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.

• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage;
• can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program;
• are automatically enrolled in Business Travel Accident Insurance;
• and receive Associate Tax Prep benefit.

Pay Range

$62,800.00 - $94,200.00/Yr.