Senior Business Reporting Analyst

W3R Consulting; Dallas, Northern (TX, KY); Hybrid; USD 110,000 - 160,000; Full time

Job summary

W3R Consulting is seeking an experienced Senior Business Reporting Analyst to join the BMO within the Office of the CIO. The role focuses on improving and automating reporting, partnering with Finance, Accounts Payable, and Technology to deliver routine operational reports and scalable processes.

The ideal candidate has 8+ years in financial analysis, strong Tableau and PowerBI skills, and familiarity with ServiceNow.

Qualifications

• Minimum of 8 years of experience in financial analysis within the banking or financial services sector.
• Strong communication skills to present complex technical information to non-technical stakeholders; ability to draw out key messages from data.
• Ability to lead and coach team members.
• Local to Columbus, OH or Dallas, TX.

Responsibilities

• Lead and manage business analysis efforts for Technology.
• Collaborate with internal stakeholders across Technology to review and create new report requests and enhancements to existing reports.
• Provide guidance and best practices while collaborating; requires strong executive presence.
• Translate business needs into clear functional and technical specifications, ensuring alignment with data standards.
• Facilitate meetings, presentations, and updates for senior management and other key stakeholders; lead by influencing these groups.
• Assist BMO team lead(s) by providing support and oversight to junior team members.
• Knowledge of best practices for data aggregation and report development.
• Ability to perform data validation and troubleshoot reporting anomalies.
• Act as a point of contact for the BMO, balancing efficiency with excellent customer service.
• Manage competing priorities and deadlines in a fast-paced environment; re-prioritize as needed.
• Maintain documentation for processes, procedures, and system configurations; improve processes and reports to increase quality.

Skills

Tableau

PowerBI

Executive presence

Stakeholder communication

Leadership

Data analysis

Report creation

Tools

ServiceNow

Job description

Job Summary:

We are seeking an experienced Senior Business Reporting Analyst to join our Business Management Office ("BMO") within the Office of the CIO. The BMO currently supports certain verticals within Technology, but over time, will support all verticals to provide the CIO with a full landscape of the business operations of Technology. As the BMO grows to support all of technology, existing processes and reporting must be improved upon and automated to scale and be repeatable, where able. The BMO seeks to hire this critical role to reinforce the existing team with both leadership and delivery of existing and routine deliverables while also looking for efficiency gains to scale.

The ideal candidate will have at least 8 years of experience with analysis in both Finance and Operations, preferably within a financial services organization or within a technology line of business supporting a financial services enterprise. This individual will work closely with Technology teams and stakeholder groups like Finance and Accounts Payable, among others, to deliver routine operational reporting while improving the underlying reporting structures to drive BMO team efficiency. As the candidate grows, they will move from an individual contributor role to a lead role within the team. The candidate will need to have a strong background in Tableau and PowerBI, and familiarity with ServiceNow.

Key Responsibilities:

• Lead and manage business analysis efforts for Technology.
• Collaborate with internal stakeholders across Technology to review and create new report requests, and enhancements to existing reports, to ensure alignment to existing data and reports while streamlining delivery of the reports.
• Able to offer guidance and best practices while collaborating; requires strong executive presence.
• Able to understand the big picture ask and dig into the details to help deliver the right report content.
• This requires collaboration with internal BMO reporting team members and alignment with BMO guidelines.
• Translate business needs into clear functional and technical specifications, ensuring alignment with data standards.
• Facilitate meetings, presentations, and updates for senior management and other key stakeholders. Able to lead by influencing these stakeholder groups.
• Assist BMO team lead(s) by providing support and oversight to junior team members and assisting as lead when needed.
• Knowledge of best practices for data aggregation and report development
• Ability to perform data validation, and troubleshoot reporting anomalies.
• Act as a point of contact for the BMO, ensuring excellent customer service to internal stakeholders while balancing efficiency.
• Able to manage competing priorities and deadlines in a fast-paced environment while understanding the underlying risks to help re-prioritize work.
• Maintain documentation for processes, procedures, and system configurations, as needed.
• Able to create new business processes and continuously improve upon existing processes, reports, and methodologies to increase efficiency and quality of deliverables.
• Ability to be detail-oriented but also understand and communicate the key messages hidden in the data to face off with various Technology leaders.

Required Qualifications:

• Minimum of 8 years of experience in financial analysis within the banking or financial services sector. However, this is not a finance role.
• Strong communication skills, verbal and written, with the ability to present complex technical information to non-technical stakeholders; ability to draw out key messages from the data while tying the data back to business needs of the Technology team - identifying the 'so what'.
• Strong data analysis and report creation; able to synthesize data into key messages and drive strategic conversations.
• Able to lead and coach team members.
• Critical thinker with strong organizational skills and detail-oriented with a strong focus on quality and accuracy.
• Demonstrated ability to manage multiple efforts concurrently while ensuring high-quality, on-time delivery.
• Ability to thrive in a fast-paced environment, manage competing priorities, and work independently.
• Preferably local to Columbus, OH or Dallas, TX.