Reporting & Analytics Specialist II

About the role

The Reporting & Analytics Specialist plays a pivotal role in supporting the organization’s data-driven decision-making processes. This position is responsible for collecting, analyzing, and reporting on a wide variety of data to help drive business insights and optimize performance across departments.

Responsibilities

• Assist in shaping and executing data strategies to inform business decisions.
• Design, write, and optimize complex SQL queries to extract and analyze data from various sources.
• Document, evaluate, and improve the design of reports and processes to ensure analytical tools evolve as the business changes.
• Develop trend analyses and other quantitative reports to determine business trends.
• Partner with leaders to further analyze data and develop recommendations for improvement.
• Maintain capacity planning models in partnership with each business unit. Adjust models based on business needs and provide recommendations and solutions (e.g., load balancing) to drive business performance.
• Develop advanced dashboards, reports, and data models to track key metrics and provide actionable insights.
• Perform maintenance on existing schedules and reports for changes to information.
• Serve as the primary liaison between assigned business units and the Enterprise Data Warehouse team for new development requests and complex data solutions.
• Lead the identification of reporting requirements and collaborate with stakeholders to develop solutions that align with strategic business goals.
• Support system changes and analysis while executing User Acceptance Testing plans to ensure overall risk management.
• Define and document data definitions, report logic, and data sources using standard industry methodology.

Requirements

• Bachelor's degree in a related field or equivalent experience.
• 5-6 years of business analytic experience, including advanced data mining tools.
• Strong analytic, technical, and statistical skills with proven ability to process vast amounts of data into meaningful information and interpret statistical trends.
• In-depth understanding of product features, benefits, pricing, and positioning preferred.
• Ability to design and deliver reporting to meet various business needs and management requirements.
• Proficiency in data visualization tools such as SSIS (SQL Server Integration Services), Azure DevOps, Git, Power BI, Tableau, etc.
• In-depth knowledge of database concepts and data warehousing principles.
• Ability to communicate effectively with leadership and internal business partners.
• Ability to thrive in a dynamic and fast-paced environment.
• Strong computer aptitude and proficiency in SQL and Excel.

Preferred Qualifications

• Microsoft certifications or other relevant data analytics certifications.
• Experience with other programming languages (e.g., Python).
• Experience in the financial services industry.

Skills

• Strategic thinking and strong problem-solving abilities.
• Critical thinking to help the team meet objectives in a rapid-moving environment.
• Independently develops, customizes, and maintains multi-source reports, advanced dashboards, and analytical solutions.
• Ability to identify opportunities for methodological improvement and propose enhancements.
• Manage tasks and priorities with guidance from management using best judgment to solve various problems.
• Provide support and guidance to other team members and mentor junior data analysts to ensure successful project delivery.

Physical Requirements

• Prolonged periods of desk work.
• Frequent use of computer, keyboard, phone, and office equipment.
• Clear and effective communication in person and over the phone.
• Occasional movement within the office or to other locations within the building.
• Occasionally lifting and carrying light objects, typically up to 10-15 pounds.

Pay

$74,000/year to $100,000/year

Benefits

We offer relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Review our Benefits Guide for details.