ERP Reporting Analyst

About the role

We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality.

Responsibilities

• Develop and maintain reports, dashboards, and analytics across Oracle ERP, Oracle Fusion Data Intelligence (FDI), and Oracle EPM.
• Build BI Publisher reports and data extracts from Oracle ERP, and develop interactive dashboards using OTBI (Oracle Transactional Business Intelligence) and Oracle Analytics.
• Partner with Finance and Accounting teams to gather reporting requirements and translate them into clear, reliable reporting solutions.
• Support reporting across Oracle Financial modules, including General Ledger, Accounts Payable, Accounts Receivable, Projects, Procurement, Cash Management, Fixed Assets, and Tax.
• Support data extraction and reporting datasets using BICC, and support reporting and analytics for Oracle Fusion Data Intelligence.
• Aid in EPM and financial reporting processes, ensuring data accuracy and consistency across ERP, EPM, and analytics platforms.
• Document report definitions, dashboard specifications, and reporting processes so solutions are repeatable and well-governed.
• Support system upgrades, testing, and implementation activities related to the firm's reporting and analytics platforms.

Requirements

• 5–7 years of experience working with Oracle ERP reporting tools (strong Oracle E-Business Suite (EBS) experience may also be considered alongside complementary skills).
• Hands-on experience with BI Publisher, OTBI (Oracle Transactional Business Intelligence), and Oracle Analytics / Oracle Analytics Cloud.
• Strong working knowledge of Oracle ERP tables, attributes, and data structures.
• Experience reporting across core Oracle Financial modules: General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Projects (PA), Procurement (PO), Cash Management (CM), Fixed Assets (FA), and Tax.
• A track record of developing financial reports and management dashboards.
• Strong SQL and data analysis skills.
• Experience partnering directly with Finance and Accounting teams to deliver reporting solutions.

Qualifications

• Preferred: Business Intelligence Cloud Connector (BICC) and Oracle Fusion Data Intelligence (FDI).
• Experience with financial reporting, forecasting, and management reporting systems.
• Experience working in a financial services, investment banking, or professional services environment.
• Experience with data warehousing, reporting datasets, and data modeling.

Skills

• Strong reporting and data visualization skills.
• An attention to detail and a commitment to data accuracy.
• Strong communication and documentation skills.
• Ability to collaborate effectively across Finance, Accounting, and IT teams.