Senior Business Reporting Analyst

Apex Systems; Dallas (TX); Hybrid; USD 105,000 - 145,000; Full time

Benefits offered by this job

Health insurance

401K plan with company match

ESPP (employee stock purchase) program

HSA

Employee Assistance Program (EAP)

Job summary

Apex Systems seeks a Senior Business Reporting Analyst in Dallas, TX, with a hybrid work arrangement. The role supports the BMO and CIO, delivering operational reporting, validating data, and improving reporting structures in collaboration with Technology teams and stakeholders.

The ideal candidate has at least 8 years in financial analysis within financial services, strong Tableau and PowerBI skills, and familiarity with ServiceNow.

Qualifications

• Minimum of 8 years of experience in financial analysis in banking/financial services.
• Ability to present complex information to non-technical stakeholders.
• Experience leading and coaching team members.
• Strong data analysis and report creation abilities.

Responsibilities

• Lead and manage business analysis efforts for the Technology department.
• Collaborate with stakeholders to review, create, and enhance report requests.
• Facilitate meetings and updates for senior management and other key stakeholders.
• Provide support and oversight to junior team members and act as lead when required.
• Perform data validation and troubleshoot reporting anomalies.
• Act as a point of contact for the BMO and internal stakeholders.
• Manage competing priorities and deadlines in a fast-paced environment.
• Maintain documentation for processes and system configurations.
• Create new business processes and improve existing reports and methodologies.
• Communicate key messages from data to Technology leaders.

Skills

Communication

Data analysis

Leadership

Project management

Independent work

Tools

Tableau

PowerBI

ServiceNow

Job description

Job#: 3055491

Job Description:

Senior Business Reporting Analyst

Location: Dallas, Texas (Hybrid)

Alternate Location: Columbus

Role Overview

An experienced Senior Business Reporting Analyst is sought to join a Business Management Office (BMO). This role will support the Office of the CIO by reinforcing the existing team with leadership and delivery of routine deliverables while identifying efficiency gains to scale operations. The ideal candidate will work with Technology teams and stakeholder groups to deliver operational reporting and improve underlying reporting structures.

Key Responsibilities

• Lead and manage business analysis efforts for the Technology department.
• Collaborate with internal stakeholders to review, create, and enhance report requests, ensuring alignment with existing data and streamlining delivery.
• Facilitate meetings, presentations, and updates for senior management and other key stakeholders.
• Provide support and oversight to junior team members and assist as a lead when required.
• Perform data validation and troubleshoot reporting anomalies.
• Act as a point of contact for the BMO, providing service to internal stakeholders.
• Manage competing priorities and deadlines in a fast-paced environment.
• Maintain documentation for processes, procedures, and system configurations.
• Create new business processes and continuously improve existing reports and methodologies.
• Communicate key messages from data to various Technology leaders.

Required Qualifications

Experience: A minimum of 8 years of experience in financial analysis within the banking or financial services sector is required. The candidate must have a background in both Finance and Operations.

Technical Skills

A strong background in Tableau and PowerBI is required, along with familiarity with ServiceNow.

Skills

• Strong verbal and written communication skills, with the ability to present complex information to non-technical stakeholders.
• Strong data analysis and report creation abilities, with a talent for synthesizing data into key messages.
• Ability to lead and coach team members.
• Critical thinking with strong organizational skills and a focus on quality and accuracy.
• Demonstrated ability to manage multiple concurrent efforts while ensuring on-time delivery.
• Ability to work independently in a fast-paced environment.

Benefits

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
• You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Equal Opportunity

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

Accommodation

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.