Senior Reporting Analyst (On-Site)

Neumo; Birmingham (AL); On-site; USD 70,000 - 95,000; Full time

Job summary

Neumo is seeking a Client Relations Senior Reporting Analyst to design, produce, and maintain recurring and ad hoc reporting for the Client Relations team. This role acts as the data analysis SME, ensuring accuracy and consistency of client-facing and internal reports, and identifying trends to support data-driven decisions.

The role requires strong Excel skills (pivot tables, formulas) and familiarity with BI tools.

Qualifications

• Bachelor’s degree in Business, Finance, Data Analytics, or related field.
• Experience in reporting, data analysis, or business analytics is a plus.
• Experience in client relations, customer support, or tax administration is a plus.

Responsibilities

• Design, produce, and maintain recurring and ad hoc reporting for Client Relations.
• Serve as a subject matter expert for data analysis and Excel-based reporting.
• Ensure accuracy and consistency of client-facing and internal reports; identify trends.
• Assist with development, QA, and UAT tasks for new clients/products and procedures.
• Format and prepare dashboards and reports.
• Present findings to upper management and other stakeholders.
• Identify opportunities to improve reporting content and procedures.
• Handle multiple projects and deadlines in a fast-paced environment.

Skills

Analytical skills

Attention to detail

Written and verbal communication

Multi-project management

Education

Bachelor's degree in Business, Finance, Data Analytics, or related field

Tools

Microsoft Excel

Power BI

Tableau

Smartsheet

Power Query

VBA

Job description

Job Summary

The Client Relations Senior Reporting Analyst is responsible for designing, producing, and maintaining recurring and ad hoc reporting for the Client Relations team. This role serves as a subject matter expert for the department on data analysis and Excel-based reporting, ensuring accuracy and consistency of client-facing and internal reports, identifying trends, and supporting data-driven decisions across Client Relations leadership and staff.

Duties and Responsibilities

• Inbound/outbound telephone customer service, handle support emails, research, resolve, and record problems.
• Assist IT, Project Implementation Team, QA, Client Service Managers and Clients in the development processes for system enhancements, system QA and UAT test plans and tasks, new clients/products, and procedures.
• Format and prepare reports and dashboards.
• Ability to complete tasks with aggressive deadlines, ability to work on multiple projects at one time and with little supervision.
• Will be required to make presentations to upper management, customer and other employees as required.
• Confers with persons originating, handling, processing, or receiving reports to identify problems and gather suggestions for improvements.
• Recommends establishment of new or modified reporting methods and procedures to improve report content and completeness of information.
• Additional responsibilities are assigned as deemed necessary on a weekly/daily basis.

Education and Experience

• Bachelor's degree in Business, Finance, Data Analytics, or a related field required.
• Relevant experience in reporting, data analysis, or business analytics is a plus..
• Experience in client relations, customer support, or tax administration is a plus.

Knowledge, Skills and Abilities

• Solid proficiency in Microsoft Excel required, including pivot tables and complex formulas (VLOOKUP/XLOOKUP, INDEX/MATCH); experience with macros/VBA and Power Query is a plus, and training will be provided to build advanced skills on the job.
• Strong analytical, quantitative, and problem-solving skills with high attention to detail.
• Proficient with the Microsoft Office Suite (Word, PowerPoint, Outlook).
• Familiarity with reporting or BI tools (e.g., Power BI, Tableau, Smartsheet) preferred.
• Excellent written and verbal communication skills, with the ability to present complex data clearly to non-technical audiences.
• Ability to manage multiple projects and deadlines in a fast-paced environment.

Work Environment

The noise level in the work environment is usually moderate as the employee works in an office setting, at an individual workstation, using telephone and computer.

Physical Demands

• Must be able to remain in a stationary position for most of the day
• Constantly operates a computer and other office productivity machinery, such as a printer/copy machine
• This position needs to occasionally move about inside the office
• The person in this position frequently communicates via telephone

Neumo Summary

With the backing of four decades of public sector expertise and corporate capability, Neumo has successfully supported government services. Neumo was honored and recognized for four (4) consecutive years as a GovTech 100 Company representing the top 100 companies focused on making a difference in and selling to state and local government agencies across the United States.

Neumo is committed to helping communities thrive and brings a wealth of experience combined with innovation. Today, Neumo offers more administrative and financial support to government officials than any other organization. And with a responsive, client-focused approach, we foster partnerships that give our customers the certainty they need to accomplish more.

Neumo offers a competitive benefits and compensation package and are looking for team members who will thrive in our dynamic environment.

Neumo is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.