Senior Data Reporting Analyst

Connect Search, LLC; Chicago (IL); Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with match

Generous paid time off

Wellness benefits

Professional development support

Job summary

Connect Search, LLC is seeking a Senior Data Reporting Analyst in Chicago with a strong foundation in financial analysis, accounting, and data analytics. The role combines finance, technology, and investment reporting to develop scalable, automated solutions for complex reporting needs.

The ideal candidate has 4+ years in financial analysis or related fields, advanced Excel skills, and experience with BI and data transformation tools.

Qualifications

• Bachelor's degree in a relevant field is required.
• Approximately 4+ years of relevant experience in financial analysis, accounting, financial reporting, data analytics, or investment management.
• Strong understanding of financial statements and fundamental accounting concepts.
• Familiarity with analyzing or consolidating financial information across multiple entities or structures.
• Advanced Microsoft Excel skills with extensive formulas and modeling.
• Experience with data-transformation tools or BI technologies is valuable.

Responsibilities

• Develop analytical models combining financial, investment, and operational information into meaningful reporting.
• Create customized financial analyses for evolving business questions and management needs.
• Prepare reporting and analysis for internal and external stakeholders.
• Review recurring reporting processes and identify opportunities to reduce manual work.
• Build automated and repeatable reporting workflows.
• Analyze large financial datasets and translate complex information into understandable insights.
• Develop forward-looking analyses to evaluate expected financial and investment performance.
• Collaborate with accounting to ensure reporting reflects source data.
• Partner with technology to improve how financial data is captured, organized, transformed, and presented.
• Standardize reporting methodologies across investment structures and business areas.

Skills

Financial analysis

Accounting knowledge

Data analytics

Investment management

Advanced Excel

Analytical modeling

Ad hoc analysis

Stakeholder communication

Education

Bachelor's degree

Tools

BI tools

Data transformation tools

Financial reporting software

Job description

• Our client is a large, established investment management organization with a sophisticated institutional platform and a continued focus on enhancing its technology, reporting, and data capabilities.
• The organization is seeking a Senior Data Reporting Analyst to join a specialized finance function focused on financial analytics, management reporting, data, and process improvement. This position offers a unique combination of finance, accounting, technology, and investment-related analysis.
• Chicago, IL – Hybrid schedule with 3 days per week in the office
• 100k-115k base + 10% bonus
• Comprehensive medical, dental, and vision coverage
• Employer-sponsored retirement plan with matching contributions
• Generous paid time off
• Additional employee wellness and professional-development benefits

Position Overview

• The Senior Data Reporting Analyst will help develop and enhance financial reporting and analytics capabilities supporting a complex investment organization.
• The position combines financial analysis, accounting knowledge, data modeling, reporting technology, and process improvement. This individual will use financial and investment data to develop management reporting, perform ad hoc analysis, support stakeholder information requests, build forecasts, and improve the way financial information is produced and distributed.
• A major focus of the position will be identifying reporting activities that can be standardized, streamlined, or automated and developing more scalable solutions as reporting requirements continue to grow.

Key Responsibilities

• Develop analytical models that combine financial, investment, and operational information into meaningful reporting
• Create customized financial analyses in response to evolving business questions and management needs
• Prepare reporting and analysis for internal and external stakeholders
• Review recurring reporting processes and identify opportunities to reduce manual work
• Build more automated and repeatable reporting workflows
• Analyze large financial datasets and translate complex information into understandable insights
• Develop forward-looking analyses to help management evaluate expected financial and investment performance
• Compare expectations against subsequent results and identify significant performance drivers
• Partner with accounting professionals to understand underlying financial activity and ensure reporting accurately reflects source information
• Collaborate with technology and other business teams to improve how financial data is captured, organized, transformed, and presented
• Help standardize reporting methodologies across multiple investment structures and business areas
• Develop scalable processes capable of supporting increasing reporting volume and organizational complexity
• Identify inefficiencies within existing reporting workflows and recommend practical improvements
• Maintain appropriate financial controls while redesigning processes for greater efficiency
• Use advanced spreadsheet functionality to manipulate data, perform financial analysis, and develop ad hoc models
• Utilize data-transformation tools to organize information from multiple sources
• Leverage business-intelligence and financial-reporting applications to create more accessible and useful reporting
• Analyze financial statements and consolidated financial information
• Calculate and interpret investment and financial-performance measures
• Document reporting methodologies and procedures to create consistent and repeatable processes
• Evaluate emerging technology and automation tools for opportunities to improve reporting and analytical workflows
• Collaborate across accounting, finance, technology, and other business functions on data and reporting initiatives

Qualifications

• Bachelor's degree required
• Approximately 4+ years of relevant experience in financial analysis, accounting, financial reporting, data analytics, investment management, or a related discipline
• Strong understanding of financial statements and fundamental accounting concepts
• Familiarity with analyzing or consolidating financial information across multiple entities, business units, or investment structures
• Ability to interpret financial information and understand the relationship between accounting results and business performance
• Familiarity with investment and financial-performance measures
• Advanced Microsoft Excel skills required
• Strong experience using advanced formulas and developing analytical models
• Experience with data-transformation tools or similar functionality preferred
• Comfortable working with large and complex financial datasets
• Ability to organize information from multiple sources and develop accurate, repeatable reporting
• Exposure to business-intelligence, financial-reporting, or data-visualization technology is highly valuable
• Experience with enterprise financial, accounting, or investment-management systems is beneficial